Advanced Micro Devices, Inc. (AMD)
Nvidia, AMD help the chip sector to its highest close since February
One analyst says it's now time to go ‘back to fundamentals' on Nvidia's stock
AMD Is Quietly Catching Nvidia - Wall Street Just Doesn't See It Yet
AMD reported strong Q1 results, with YoY gross profit up 46%, despite sequential revenue decline due to seasonality. AI demand, new product launches, and easing China tariffs position AMD for potential outperformance. AMD's valuation at 18x 2026 earnings suggests room for growth, with a potential rally if it clears the $115 resistance.
AMD: Strong Upside Potential If U.S.-China Trade Talks Turn Constructive
AMD's 1Q FY2025 revenue topped the high end of its previous guidance, with strong margin expansion resulting in 55% YoY growth in non-GAAP EPS. The weak 2Q FY2025 outlook is largely impacted by the inventory write-off due to the MI308 chip ban in China. FY2025 remains a YoY growth rebound year, even considering the $1.5 billion revenue headwind from China, with Gaming and Embedded contributing positive YoY growth.
AMD: Potential To Double Its Valuation
AMD beat Q1 EPS and revenue estimates, driven by strong Data Center demand and AI accelerators, signaling undervaluation despite negative sentiment. AMD's free cash flow surged 92% Y/Y, growing 2.6x faster than revenue, highlighting improved profitability from Data Center and AI accelerator sales. AMD also continued to make gross margin gains and the chipmaker confirmed that it is going to accelerate production/shipments of its next-gen MI350 series Instinct GPU in mid-2025.
AMD Q1: You Still Have Time To Buy Before The Sentiment Shift
Buy Advanced Micro Devices, Inc. proactively. My $200 target anticipates AI-driven margin gains amid data-center strength and macro-induced 2026 upside. Macroeconomic tailwinds from U.S. deregulation and free-trade momentum should boost AMD's valuation multiples; position yourself now ahead of the sentiment shift. Keep a 15-20% cash buffer amid China risks; deploy this steadily as TSMC Arizona ramps up, mitigating Taiwan-related supply chain concerns.
AMD: Catalysts Align Ahead Of A 2025 Inflection Point
Advanced Micro Devices, Inc.'s stock is undervalued despite strong business fundamentals, presenting a compelling long-term investment opportunity with a projected V-shaped recovery. The data center segment remains the cornerstone of AMD's growth strategy, with upcoming Instinct MI350/MI400 GPU launches and robust EPYC demand reinforcing acceleration. Tariff clarity and the strategic acquisition of ZT Systems are expected to lift key risk overhangs as well, and refocus investor attention on AMD's improving fundamentals.
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AMD: Q1 Performance Tests My Bear Thesis, But Risks Persist, Upgrade
AMD's Q1 2025 beat expectations with revenue up 36% YoY to $7.4 billion and EBIT up 57% YoY to $1.78 billion. Despite strong AI CAPEX, AMD's 2025 revenue and EBIT estimates fell 3% and 11% YTD, suggesting ongoing struggles against Nvidia. U.S.-China export controls threaten a ~$1.5 billion revenue hit in 2025, including a $700 million impact in Q2.
Buy the Spike in AMD Stock After Q1 Earnings?
Advanced Micro Devices' AMD stock has risen 5% since surpassing its Q1 expectations on Tuesday, with the post-earnings rally gaining steam as President Trump boosted markets by announcing a new trade deal with the United Kingdom.
Nvidia, AMD Stocks Rise as Trump Plans to Scrap Biden's Chip-Export Rules
Nvidia gained sharply alongside other chip stocks after the Commerce Department said it doesn't intend to implement AI processor restrictions drawn up under the Biden administration.
'Fast Money' traders react to report Pres. Trump going to rescind global chip curbs
The 'Fast Money' traders react to report Pres. Trump going to rescind chip curbs.
AMD upgraded as AI and PC momentum offset China, gaming risks
Bank of America upgraded Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) to Buy after its first-quarter results, highlighting strong growth potential in AI chips, gains in PCs and servers, and an attractive valuation. The bank raised its price objective to $120 from $105, implying roughly 22% upside from AMD's Monday closing price of $98.62.
