Technology -
Semiconductors - NASDAQ - US
$ 83.64
-2.47 %
$ 136 B
Market Cap
83.64
P/E
1. INTRINSIC VALUE
Balance Sheet
Advanced Micro Devices, Inc.
| Current Assets | 19 B |
| Cash & Short-Term Investments | 5.13 B |
| Receivables | 6.19 B |
| Other Current Assets | 7.72 B |
| Non-Current Assets | 50.2 B |
| Long-Term Investments | 0 |
| PP&E | 2.42 B |
| Other Non-Current Assets | 47.8 B |
| Current Liabilities | 7.28 B |
| Accounts Payable | 1.99 B |
| Short-Term Debt | 0 |
| Other Current Liabilities | 5.29 B |
| Non-Current Liabilities | 4.38 B |
| Long-Term Debt | 491 M |
| Other Non-Current Liabilities | 3.89 B |
EFFICIENCY
Earnings Waterfall
Advanced Micro Devices, Inc.
| Revenue | 25.8 B |
| Cost Of Revenue | 13.1 B |
| Gross Profit | 12.7 B |
| Operating Expenses | 10.8 B |
| Operating Income | 1.9 B |
| Other Expenses | 259 M |
| Net Income | 1.64 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Advanced Micro Devices, Inc.
| Net Income | 1.64 B |
| Depreciation & Amortization | 3.18 B |
| Capital Expenditures | -636 M |
| Stock-Based Compensation | 1.41 B |
| Change in Working Capital | -2.1 B |
| Others | -112 M |
| Free Cash Flow | 2.4 B |
Wall Street Analysts Price Targets
Advanced Micro Devices, Inc.
Wall Street analysts predict an average 1-year price target for AMD of $178 , with forecasts ranging from
a
low of
$129 to a high of $250 .
AMD Lowest Price Target
Wall Street Target
129 USD
54.23%
AMD Average Price Target
Wall Street Target
178 USD
112.40%
AMD Highest Price Target
Wall Street Target
250 USD
198.90%
4. DIVIDEND
ANALYSIS
AMD does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Advanced Micro Devices, Inc.
Sold
0-3 MONTHS
3.74 M USD 1
3-6 MONTHS
39.1 M USD 2
6-9 MONTHS
24.2 M USD 1
9-12 MONTHS
56.9 M USD 3
Bought
500 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
The Impact Of Tariffs On Chipmakers
Trump's announced tariffs have caused market turbulence, particularly impacting semiconductor stocks. I will analyze how these tariffs might affect different semiconductor companies, considering potential cost increases and other factors. The situation remains uncertain due to possible exemptions and rule changes, and I plan to update this analysis after the next earnings reports.
seekingalpha.com
- 2 weeks ago
AMD: The Market Hasn't Seen What's Coming
AMD's data center revenue nearly doubled in 2024, with over $5 billion driven by Instinct AI GPUs alone. The MI350X, launching in H2 2025, promises 35x inference performance over MI250, featuring 288GB of HBM3E memory. If AMD captures just 15–20% of AI inference market, it becomes a multi-billion-dollar second-source alternative to Nvidia.
seekingalpha.com
- 2 weeks ago
AMD Vs. Nvidia: AMD Has Significantly Better Growth Prospects Post 2028
AI's potential is significant, but historical trends suggest cautious optimism. New technologies often take longer to impact productivity and profitability than initially expected. I discuss the AI market outlook and share my thoughts on which stock to invest in.
seekingalpha.com
- 2 weeks ago
2 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run
The recent market sell-off has created some nice opportunities in the market for long-term investors, particularly among artificial intelligence (AI) stocks. This includes several AI semiconductor stocks besides Nvidia, which has also seen its stock come under pressure.
fool.com
- 2 weeks ago
INTC, AMD and AVGO Forecast – Chip Stocks Falling with Everything Else
The three chip manufacturers in this analysis are all falling right along with everything else on Wall Street, despite the news that Intel and Taiwan Semiconductor are reaching a preliminary agreement on production in the US.
fxempire.com
- 2 weeks ago
1 Prediction From Nvidia That Should Excite AMD Investors
There's no hiding it: Graphics processing unit (GPU) leader Nvidia is eating rival Advanced Micro Devices' (AMD -8.74%) lunch in the data center space. However, investors don't always have to buy an industry leader to make a successful stock pick, especially if an also-ran company is trading at a significant discount.
fool.com
- 2 weeks ago
Can AMD Outperform NVIDIA? Let's See if the Stock is Worth Buying Now
Advanced Micro Devices, Inc. AMD has become a dominant player in the data center business. It is contending with NVIDIA Corporation NVDA in the graphic processing units (GPUs) market and has acquired some of the latter's top clients.
zacks.com
- 2 weeks ago
Buy AMD Stock Now To Capitalize On The Generational AI Megatrend
Advanced Micro Devices, Inc. harnesses HPC and GPU synergies to ride explosive AI data center growth, fueling massive upside through 2027. With undervaluation, strong AI momentum, and the ROCm ecosystem, AMD stock appears poised for $200 soon. Black-swan threats (e.g., a Taiwan crisis) demand hedging, yet AMD's AI-driven return potential remains largely unmatched—except, perhaps, by Nvidia.
seekingalpha.com
- 2 weeks ago
New AI benchmarks test speed of running AI applications
SAN FRANCISCO (Reuters) - Artificial intelligence group MLCommons unveiled two new benchmarks that it said can help determine how quickly top-of-the-line hardware and software can run AI applications. Since the launch of OpenAI's ChatGPT over two years ago, chip companies have begun to shift their focus to making hardware that can efficiently run the code that allows millions of people to use AI tools. As the underlying models must respond to many more queries to power AI applications such as chatbots and search engines, MLCommons developed two new versions of its MLPerf benchmarks to gauge speed. aAdsList.push('Article'); aAdsListSize.push([300, 250]); aAdsListCA.push(null); One of the new benchmarks is based on Meta's so-called Llama 3.1 405-billion-parameter AI model, and the test targets general question answering, math and code generation. The new format tests a system's ability to process large queries and synthesize data from multiple sources. Nvidia submitted several of its chips for the benchmark, and so did system builders such as Dell Technologies. There were no Advanced Micro Devices submissions for the large 405-billion-parameter benchmark, according to data provided by MLCommons. For the new test, Nvidia's latest generation of artificial intelligence servers - called Grace Blackwell, which have 72 Nvidia graphics processing units (GPUs) inside - was 2.8 to 3.4 times faster than the previous generation, even when only using eight GPUs in the newer server to create a direct comparison to the older model, the company said at a briefing on Tuesday. Nvidia has been working to speed up the connections of chips inside its servers, which is important in AI work where a chatbot runs on multiple chips at once. The second benchmark is also based on an open-source AI model built by Meta and the test aims to more closely simulate the performance expectations set by consumer AI applications such as ChatGPT. The goal is to tighten the response time for the benchmark and make it close to an instant response. (Reporting by Max A. Cherney and Stephen Nellis in San Francisco; Editing by Muralikumar Anantharaman) By Max A. Cherney and Stephen Nellis
https://www.marketscreener.com
- 2 weeks ago
AMD CEO Lisa Su: Trump tariffs could have "short term" impact on chips
"I do think that there could be some short-term impacts," AMD (AMD) CEO Lisa Su told Brian Sozzi in a Yahoo Finance exclusive on Monday. "I think it's too early to say what the longer-term impacts are.
youtube.com
- 2 weeks ago
MangoBoost Achieves Record-Breaking MLPerf Inference v5.0 Results for Llama2-70B Offline on AMD Instinct™ MI300X GPUs
BELLEVUE, Wash.--(BUSINESS WIRE)-- #AI--MangoBoost, a provider of cutting-edge system solutions designed to maximize AI data center efficiency, has set a new industry benchmark with its latest MLPerf Inference v5.0 submission. The company's Mango LLMBoost™ AI Enterprise MLOps software has demonstrated unparalleled performance on AMD Instinct™ MI300X GPUs, delivering the highest-ever recorded results for Llama2-70B in the offline inference category. This milestone marks the first-ever multi-node MLPer.
businesswire.com
- 2 weeks ago
8. Profile
Summary
Advanced Micro Devices, Inc. AMD
COUNTRY
US
INDUSTRY
Semiconductors
MARKET CAP
$ 136 B
Dividend Yield
0.00%
Description
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as an accelerated processing unit, chipsets, discrete and integrated graphics processing units (GPUs), data center and professional GPUs, and development services; and server and embedded processors, and semi-custom System-on-Chip (SoC) products, development services, and technology for game consoles. The company provides processors for desktop and notebook personal computers under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, AMD FX, AMD A-Series, and AMD PRO A-Series processors brands; discrete GPUs for desktop and notebook PCs under the AMD Radeon graphics, AMD Embedded Radeon graphics brands; and professional graphics products under the AMD Radeon Pro and AMD FirePro graphics brands. It also offers Radeon Instinct, Radeon PRO V-series, and AMD Instinct accelerators for servers; chipsets under the AMD trademark; microprocessors for servers under the AMD EPYC; embedded processor solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series processors brands; and customer-specific solutions based on AMD CPU, GPU, and multi-media technologies, as well as semi-custom SoC products. It serves original equipment manufacturers, public cloud service providers, original design manufacturers, system integrators, independent distributors, online retailers, and add-in-board manufacturers through its direct sales force, independent distributors, and sales representatives. The company was incorporated in 1969 and is headquartered in Santa Clara, California.
Contact
2485 Augustine Drive, Santa Clara, CA, 95054
https://www.amd.com
IPO
Date
March 17, 1980
Employees
28000
Officers
Mr. Forrest E. Norrod
Executive Vice President & GM of Data Center Solutions Business Unit
Dr. Lisa T. Su Ph.D.
Chair, President & Chief Executive Officer
Ms. Jean X. Hu Ph.D.
Executive Vice President, Chief Financial Officer & Treasurer
Mr. Mitchell J. Haws
Vice President of Investor Relations
Ms. Ava M. Hahn J.D.
Senior Vice President, General Counsel & Corporate Secretary
Mr. Keivan Keshvari
Senior Vice President of Global Operations
Mr. Philip Matthew Carter
Chief Accounting Officer & Corporate Vice President
Ms. Ruth Cotter
Senior Vice President & Chief Administrative Officer
Mr. Mark D. Papermaster
Chief Technology Officer and Executive Vice President of Technology & Engineering
Mr. Hasmukh Ranjan
Senior Vice President & Chief Information Officer