Advanced Micro Devices' (AMD 0.08%) stock price dropped 6% on Feb. 5 after the chipmaker posted its fourth-quarter earnings report. Its revenue rose 24% year over year to $7.66 billion and exceeded analysts' estimates by $132 million, while its adjusted EPS grew 42% to $1.09 and matched the consensus forecast.
The stock has fallen about 34% over the past 12 months.
Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains why Nvidia's near-term outlook remains strong despite DeepSeek's advancements, but long-term risks exist. Downgrading AMD due to lack of fundamental edge and overhyped AI GPU expectations, with further struggles anticipated post-ZT acquisition.
Advanced Micro Devices is benefiting from an expanding partner base amid stiff competition from NVIDIA in the data center and AI space.
Advanced Micro Devices (NASDAQ: AMD) has been on a downward trajectory ever since reaching an all-time high (ATH) slightly above $200 in early March of 2024.
Data show that more chips were shipped to PC makers in the fourth quarter than demand currently merits.
[00:00:04] Doug McIntyre: Lee, I look at AMD as sort of, a miniature NVIDIA.
A handful of strong companies have been hit hard to start 2025 that investors might want to consider buying for long-term upside. The two stocks we look at today (Advanced Micro Devices and Deckers Brands) are trading 45% and 30% below their respective highs.
Semiconductor giant Advanced Micro Devices (AMD 0.56%) was among the stocks to see shares surge thanks to the rise of artificial intelligence (AI) over the past couple of years. But so far, 2025 is a different story.
AMD (AMD 0.56%) stock is creating buzz among investors, who have differing opinions on why it is not rising.
AMD was once a hot chipmaker, but it lost nearly 40% of its value over the past 12 months. It lost its momentum as its sluggish sales of gaming chips partly offset its stronger sales of PC and data center chips, and investors started to question the long-term growth potential of its closely watched artificial intelligence (AI) accelerators.
Advanced Micro Devices, Inc.'s stock has declined 53% over the past year, but it appears oversold and may have bottomed around the $110-100 support level. Despite recent challenges, AMD's data center revenue surged 69% YOY, and the company projects solid growth in H2 2025. AMD's forward P/E ratio has dropped below 18, making it a bargain, as the market may have overreacted to its AI GPU struggles.