Advanced Micro Devices, Inc. (AMD)
What's Going on With AMD Stock?
AMD (AMD -2.36%) continues delivering revenue and profit growth, but the stock price is not reacting positively.
AMD's AI Data Center Revenue Soars but Shares Sink. Is It Time to Buy the Stock on the Dip?
Advanced Micro Devices (AMD -2.36%) shares fell following its Q4 earnings report as its data center revenue soared but still came in below analysts' consensus expectations. The stock is now down more than 35% over the past year, as of this writing.
AMD: The Dip Is Overdone, Ignore Short-Term Noise
I bought Advanced Micro Devices, Inc. at $88 in May 2023 and sold 70% at $190 by March 2024, rebalancing my portfolio. AMD's Q4 2024 results showed record revenue, strong margin expansion, and significant growth in the data center and AI segments. The recent pullback to $108 is an overreaction, presenting a great buying opportunity given AMD's strong fundamentals and undervaluation.
3 Reasons to Treat AMD's Drop as an Entry Opportunity
Investors would be forgiven for thinking Advanced Micro Devices Inc NASDAQ: AMD has been trading well in recent months, as investors continue to bet on the AI revolution and any tech company with exposure to data center growth. However, a sharp 6% drop following AMD's latest earnings report added to the stock's multi-month downtrend.
AMD Stock: Buy Despite Disappointing AI Outlook
Advanced Micro Devices, Inc.'s Q4 revenues rose 24% YoY to $7.66 billion, with strong growth in data center and client segments, despite gaming and embedded declines. Data center growth slowed to 69% YoY, disappointing investors; Q1 2025 forecasts suggest further weakening, with revenues projected between $13.5 billion and $15.3 billion. AMD's stock is rated a buy due to 24% annual EBITDA growth and 78% free cash flow growth, with significant upside potential and low leverage.
AMD: Show Me The (AI) Money
Advanced Micro Devices, Inc.'s earnings report met expectations, but management's silence on AI revenue for Q1 2025 disappointed investors, impacting stock sentiment. AMD's projected AI revenue growth for 2025 is vague, suggesting 20%-60% growth, which is unimpressive compared to competitors' strong AI growth. There are two reasons for AMD's unenthusiastic AI guidance, including poor software and a competitive inferencing market.
AMD: Don't Mistake This As A Buying Opportunity - Reiterate Sell
AMD's 4Q24 missed Wall Street's expectations on data center revenue, and we don't think it'll be the last time. We reiterate sell. We urge investors not to mistake the post-earnings sell-off as a buying opportunity, as we think AMD stock price still has more downside to price in before hitting attractive levels. We expect AMD's position in the AI battle to face increasing hurdles this year on competition from Nvidia, not to mention implications of DeepSeek on mid-term AI-infrastructure spend.
Is AMD Stock a Buy Now?
In today's video, I discuss Advanced Micro Devices (AMD -1.65%) and its recently reported earnings. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Why Is AMD Stock Falling, and Is It a Buying Opportunity?
AMD's (AMD -1.65%) data center growth failed to impress investors.
AMD: We Have A Problem (Rating Downgrade)
AMD has disappointed, losing more than a third of its value over the past year, with investors frustrated by its growth compared to Nvidia. Concerns about AMD's AI growth and lackluster PC sales have led to consistent cuts in bottom line forecasts. The Q4 earnings report showed a decent revenue beat and current quarter guidance was ahead of expectations.
AMD Earnings: Why It's Selling Off And Why I'm Doubling Down
Advanced Micro Devices, Inc. is dropping following Q4 earnings. Data center continues to lead the way as AI accelerator and server CPU sales accelerate. With success in the consumer market as well, AMD's current valuation looks attractive.
AMD Q4: DeepSeek Is A Tailwind In Hiding
The market has fundamentally misjudged the potential impact of DeepSeek's AI progress, interpreting it as a headwind. This misjudgment has also caused a biased interpretation of AMD's Q4 earnings report, causing its valuation to be further compressed. I expect the more efficient (i.e., cheaper) AI algorithms to be tailwind for AMD, whether they come from DeepSeek or not.
