Technology -
Semiconductors - NASDAQ - US
$ 156.99
-2.13 %
$ 255 B
Market Cap
114.59
P/E
1. INTRINSIC VALUE
Balance Sheet
Advanced Micro Devices, Inc.
| Current Assets | 19 B |
| Cash & Short-Term Investments | 5.13 B |
| Receivables | 6.93 B |
| Other Current Assets | 6.98 B |
| Non-Current Assets | 50.2 B |
| Long-Term Investments | 149 M |
| PP&E | 2.42 B |
| Other Non-Current Assets | 47.6 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 | 2.21 B |
| Other Non-Current Liabilities | 2.16 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 | 1.41 B |
| 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 $176 , with forecasts ranging from
a
low of
$110 to a high of $345 .
AMD Lowest Price Target
Wall Street Target
110 USD
-29.93%
AMD Average Price Target
Wall Street Target
176 USD
11.95%
AMD Highest Price Target
Wall Street Target
345 USD
119.76%
4. DIVIDEND
ANALYSIS
AMD does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Advanced Micro Devices, Inc.
Sold
0-3 MONTHS
6.86 M USD 1
3-6 MONTHS
5.41 M USD 1
6-9 MONTHS
39.1 M USD 2
9-12 MONTHS
24.2 M USD 1
Bought
999 K USD 1
0-3 MONTHS
500 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
5 Red-Hot Growth Stocks to Buy in 2025
Growth stocks continue to drive the market higher, led by companies in the technology sector. With the market heating up, now is still a great time to add some growth names to your portfolio.
fool.com
- 4 days ago
2 Top AI Stocks to Buy With $1,000
There is a lot you can do with $1,000. But if you want to get a step closer to sustainable wealth, consider putting that money to work in the stock market.
fool.com
- 4 days ago
Billionaire David Tepper Sold Nvidia and AMD and Is Piling Into This Specialized AI Chipmaker Instead
David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has produced gross annualized returns of more than 28% since its inception in 1993.
fool.com
- 5 days ago
Advanced Micro Devices (NASDAQ: AMD) Price Prediction and Forecast 2025-2030 (July 2025)
Shares of Advanced Micro Devices ( NASDAQ:AMD ) exploded over the past month, gaining 24.45%.
247wallst.com
- 6 days ago
This Artificial Intelligence (AI) Stock Looks Set for a Second-Half Comeback
Many artificial intelligence (AI) stocks have prospered as investors have become more open to the technology's potential. This is especially true for stocks like Nvidia and Palantir Technologies, whose successes are responsible for the AI boom in large part.
fool.com
- 6 days ago
Got $3,000? 2 Artificial Intelligence (AI) Stocks to Buy and Hold for the Long Term
Artificial intelligence (AI) is impacting every sector of the economy, so there are several ways investors can profit from this opportunity. But recent earnings results show that top semiconductor companies are still well positioned to deliver outstanding returns for long-term investors.
fool.com
- 6 days ago
Stock Market Hits Highs On Nvidia AI Chip News, Taiwan Semi Earnings, Economic Data: Weekly Review
The stock market marched to fresh highs with Nvidia, Taiwan Semiconductor and AI chipmakers leading and economic data solid. Online brokers also are hot.
investors.com
- 6 days ago
Options Corner: AMD Price Target Boost Continues Stock "Resurgence"
AMD Inc. (AMD) got its price target bumped higher by Citi as the shares continues a stunning rally off April lows. Rick Ducat looks at key levels in the charts and highlights ways AMD can continue its push higher.
youtube.com
- 1 week ago
1 Artificial Intelligence (AI) Stock to Buy Before It Jumps 37%, According to a Wall Street Analyst
Advanced Micro Devices (AMD 0.19%) has underperformed the broader semiconductor sector in the past year. Shares of the chipmaker have slid almost 20% during this period, but it looks like the company's fortunes could turn around in the coming year.
fool.com
- 1 week ago
Jim Cramer Says AMD Is 'Going In The Right Direction'
In a financial landscape characterized by volatile energy markets and a tech sector in flux, investment guru Jim Cramer‘s latest recommendations on CNBC's “Mad Money Lightning Round” reflect keen insights into both traditional and emerging industries.
benzinga.com
- 1 week ago
Eye Spear Analysis Report 2025 | Market to Reach $265.6 Million by 2032, Driven by Rising Prevalence of Eye Disorders Like Cataracts, Glaucoma, and AMD
The global eye spear market is set to grow from US$ 162.7 million in 2024 to US$ 265.6 million by 2032, driven by the rising prevalence of eye disorders like cataracts and glaucoma. Innovations in material technology enhance eye spear efficacy. North America leads, with Asia Pacific poised for rapid growth. The global eye spear market is set to grow from US$ 162.7 million in 2024 to US$ 265.6 million by 2032, driven by the rising prevalence of eye disorders like cataracts and glaucoma. Innovations in material technology enhance eye spear efficacy. North America leads, with Asia Pacific poised for rapid growth.
globenewswire.com
- 1 week ago
Live: Taiwan Semiconductor (NYSE: TSM) Crushes Q2 Earnings
Live Updates Live Coverage Updates appear automatically as they are published. Taiwan Semiconductor Price Target Raised 2:36 pm by Eric Bleeker Taiwan Semiconductor’s price target was raised by Goldman Sachs to $274. The bank has the stock on its ‘conviction buy’ list. Mid-Day Check-In: Taiwan Semiconductor Up 3.83% 12:00 pm by Eric Bleeker After dropping below $242 per share near the open, shares of Taiwan Semiconductor have been gaining throughout the day. Overseas Expansion and U.S. Fab Updates 10:38 am CEO Wei provided an update on TSMC’s massive U.S. expansion: $105B total for Arizona cluster, with production ramps accelerating on strong AI customer pull. “We are seeing strong interest from our leading U.S. customers and are working on speeding up the volume production schedule by several quarters.” TSMC is accelerating its global footprint to meet AI-driven demand, with CEO C.C. Wei detailing plans during the call: Arizona (U.S.): Total investment up to $105B for 6 advanced wafer fabs, 2 packaging facilities, and an R&D center. First fab (N4 tech) in high-volume production since Q4 2024 with Taiwan-comparable yields. Second fab (N3) construction complete, volume production sped up by several quarters due to customer demand. Third fab (N2/A16) underway; ~30% of 2nm+ capacity will be in Arizona post-expansion. Japan: First specialty fab (Kumamoto) in volume production since late 2024; second fab construction starting later this year, focused on CMOS image sensors. Europe (Germany): Specialty fab in Dresden progressing, targeted at automotive; ramp based on market needs. Taiwan: 11 wafer fabs and 4 packaging facilities planned, including multiple N2 phases. Wei stressed this is driven by customer needs and government support (e.g., U.S. ITC increase to 35%), aiming to make TSMC “the most efficient and cost-effective manufacturer in every region.” Foreign Exchange Impact and Margin Guidance Breakdown 10:12 am Digging into the Q3 gross margin guidance of 55.5%-57.5% (down from Q2’s 58.6%), TSMC CFO Wendell Huang attributed the dip primarily to unfavorable foreign exchange rates and dilution from overseas fab ramps. Key details: NT$ appreciation against the USD created a ~260 basis point headwind for Q3. Sensitivity: Every 1% NT$ appreciation reduces gross margins by ~40 basis points and NT$ revenue by 1%. Overseas fab dilution (e.g., Arizona, Kumamoto) expected at 2%-3% annually in early years, widening to 3%-4% later. Despite this, Huang reaffirmed a long-term gross margin target of “53% and higher,” emphasizing cost efficiencies and technology leadership. This isn’t a red flag—it’s macro noise TSMC has navigated before. Factor Q3 Impact on Gross Margin FX Rate (NT$ Appreciation) -260 bps Overseas Fab Ramp -100+ bps Utilization & Cost Improvements Partial Offset CEO's Outlook on AI Demand and Full-Year Growth 9:48 am During the earnings call, TSMC Chairman and CEO C.C. Wei emphasized the “explosive growth” in AI demand as the key driver behind the upgraded 2025 revenue growth target to ~30% (up from mid-20s%). Key quotes: “The explosive growth in token volume demonstrates increasing AI model usage and adoption, which means more and more computation is needed, leading to more leading-edge silicon demand.” “We also see AI demand continuing to be strong, including the rising demand from sovereign AI.” Despite this, Wei noted uncertainties from potential tariffs impacting consumer segments, leading to a “mild recovery” expectation in non-AI markets. This cautious tone could provide upside if macro conditions improve—echoing Needham’s note on further potential beats. Wall Street Weighing in On Taiwan Semi's Q2 9:19 am by Eric Bleeker Needham has issued a note on today’s Taiwan Semiconductor earnings, here’s what they like: Next quarter’s 8% QoQ sales growth is a significant jump from prior implied guidance of flat growth. The company’s full-year guidance remains cautious on macro uncertainties, providing further upside potential. They like that TSM is hinting at 2026 pricing increases. The news that NVIDIA can resume selling H20’s into China provides more upside in the back half of the year as NVIDIA plans to begin producing a Blackwell chip designed for the Chinese market. Needham has maintained its price target on Taiwan Semicondcutor at $270. TSM's Customer Mix 8:28 am Taiwan Semiconductor $TSM, the world’s largest contract chip manufacturer, reported record Q2 net income of $13.52 billion, soaring 60.7% year-over-year. It also raised its 2025 sales growth forecast, citing strong AI-driven demand. Taiwan Semi’s main customers include AMD… pic.twitter.com/U3leIDiWj1 — Jesse Cohen (@JesseCohenInv) July 17, 2025 Taiwan Semi Still Rising in Premarket Trading 7:19 am by Eric Bleeker Taiwan Semiconductor shares remain elevated in premarket trading. If the company’s 3.4% gains hold when the market opens, it will trade for more than $1 trillion in market cap. No Change to Capital Expenditures Forecast 7:13 am by Eric Bleeker One note: while Taiwan Semiconductor raised its revenue target to 30% for the year, it helds its capital expenditures to $38 billion to $42 billion for the year. Another note is that while gross margins were higher this quarter (58.6%), as the company continues to buildout fabs overseas its long-term gross margin target remains at 53%. Segment Analysis 6:22 am by Eric Bleeker Let’s take a look at Taiwan Semiconductor’s different segments last quarter: As you can see, the company’s revenue growth continues to be driven by HPC, which is mostly chips used for AI. However, strength is semiconductors has expanded to be more broad. The one segment that continues to lag is Automotive. Taiwan Semiconductor (NYSE: TSM) reported Q2 earnings this morning, and like we recently predicted at 24/7 Wall St., it absolutely smashed earnings. In early after-hours trading the stock is up about 4%. We’ll be updating this live blog with analysis on the company’s earnings. The Need-To-Know Numbers from Taiwan Semi’s Q2 Report Revenue: $30.07 billion (Wall Street expected $30.00 billion) EPS: $2.47 (Wall Street expected $2.12) Both of those numbers beat, with the highlight being Taiwan Semiconductor continuing to deliver solid earnings beats. The company hit 58.6% gross margins, which was solidly above Wall Street targets of 58%. However, the standout figure from Taiwan Semi’s earnings was their Q3 revenue guidance: Q3 Guidance Revenue: $31.8 billion to $33 billion (Wall Street expected $31.7 billion) Gross Margin: 55.5% to 57.5% That revenue guidance is a big beat, and what is helping propel Taiwan Semiconductor shares this morning. The company raised its 2025 outlook to 30% growth (was previously set to ‘mid-20s’). The single area Wall Street could be upset with from these numbers is the gross margin forecast, which is below the 58.6% gross margins Taiwan Semiconductor posted this quarter. However, Wall Street can overlook the lower margin guidance with the company delivering such strong earnings guidance. The post Live: Taiwan Semiconductor (NYSE: TSM) Crushes Q2 Earnings appeared first on 24/7 Wall St..
https://247wallst.com
- 1 week ago
8. Profile
Summary
Advanced Micro Devices, Inc. AMD
COUNTRY
US
INDUSTRY
Semiconductors
MARKET CAP
$ 255 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. Mark D. Papermaster
Chief Technology Officer and Executive Vice President of Technology & Engineering
Ms. Ruth Cotter
Senior Vice President & Chief Administrative Officer
Ms. Ava M. Hahn J.D.
Senior Vice President, General Counsel & Corporate Secretary
Ms. Jean X. Hu Ph.D.
Executive Vice President, Chief Financial Officer & Treasurer
Mr. Matthew D. Ramsay
Vice President of Financial Strategy & Investor Relations
Mr. Keivan Keshvari
Senior Vice President of Global Operations
Mr. Philip Matthew Carter
Chief Accounting Officer & Corporate Vice President
Dr. Lisa T. Su Ph.D.
Chair, President & Chief Executive Officer
Mr. Forrest E. Norrod
Executive Vice President & GM of Data Center Solutions Business Unit
Mr. Hasmukh Ranjan
Senior Vice President & Chief Information Officer