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AMD and the Commissariat à l'énergie atomique et aux énergies alternatives (CEA) to Collaborate on the Future of AI Compute
GlobeNewswire· 2025-02-11 08:00
— Technology leaders explore research partnership to advance next-generation AI computing architectures —SANTA CLARA, Calif., Feb. 11, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced the signing of a Letter of Intent (LOI) with the Commissariat à l'énergie atomique et aux énergies alternatives (CEA) of France to collaborate on the advanced technologies, component and system architectures that will shape the future of AI computing. The collaboration will leverage the strengths of both organization ...
MoneyShow's Best Investment Ideas For 2025: Part 10
Seeking Alpha· 2025-02-10 20:30
MoneyShow — an industry pioneer in investor education since 1981 — is a global, financial media company, operating the world's leading investment and trading conferences. Each show brings together thousands of investors to attend workshops, presentations and seminars given by the nation's top financial experts. The company also offers exclusive seminars-at-sea, with the investment industry's leading partners. In addition, MoneyShow operates the award-winning, multimedia online community, Moneyshow.com and p ...
AMD Has Yet To Hit Its Peak Growth Trajectory
Seeking Alpha· 2025-02-10 20:22
Advanced Micro Devices, Inc. (NASDAQ: AMD ) closed FY24 with 14% top-line growth, driven by an acceleration in sales in the Data Center & Client segments. With an optimistic spending outlay across the hyperscalers for compute capacity, AMD is well-positioned for durable growth inMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range f ...
AMD: Don't Be Fooled By The Hype (Rating Downgrade)
Seeking Alpha· 2025-02-10 18:41
Advanced Micro Devices, Inc. (NASDAQ: AMD ) stock fell sharply after reporting Q4 earnings . On the surface, everything seemed to be going well for the company, with strong revenue growth, Data Center top line growing 70% and other positive figures.Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for ...
AMD: MI350 Keeps Me Bullish
Seeking Alpha· 2025-02-10 15:34
This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...
1 Artificial Intelligence (AI) Chip Stock to Buy the Dip Right Now (Hint: It's Not Nvidia)
The Motley Fool· 2025-02-10 13:45
Not all chip stocks have been soaring lately.Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding artificial intelligence (AI). The share prices of Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom have all risen approximately 80% over the last 12 months -- handily outperforming both the S&P 500 and Nasdaq Composite.But one name in the chip realm that just can't seem to appeal to investors is Advanced Micro Devices (AMD -2.36%), who ...
AMD: The Market Could Be Misjudging, Here's Why
Seeking Alpha· 2025-02-10 12:51
Advanced Micro Devices' (NASDAQ: AMD ) shareholders had a rough year, with its stock price falling around 37% - I'm one of the shareholders who published two bullish articles on the company in 2024. How did that go? As we all probably know, AMD's stock priceWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. ...
Should You Buy Advanced Micro Devices (AMD) Stock After Its 49% Drop?
The Motley Fool· 2025-02-10 09:23
Despite supplying some of the world's most sought-after chips, Advanced Micro Devices (AMD -2.36%) has declined 49% since it peaked in March 2024. Over the same period, Nvidia stock has increased about 40%.Nvidia makes the most advanced graphics processing units (GPUs) for data centers, which are used to develop artificial intelligence (AI) models. The company has benefited from a powerful first-mover advantage, capturing the lion's share of the market and adding trillions of dollars to its market capitaliz ...
超威半导体:2024年加速卡收入50亿美元,Ryzen处理器需求强劲
第一上海证券· 2025-02-10 07:23
Investment Rating - The report assigns a "Buy" rating to Advanced Micro Devices (AMD) with a target price of $140.00, indicating a potential upside of 27.09% from the current price of $110.16 [2][3]. Core Insights - AMD is expected to see significant revenue growth driven by strong demand for Ryzen processors and AI GPU sales, with projected revenues of $31.77 billion in 2025, representing a 23.2% increase from 2024 [3]. - The company anticipates AI GPU sales to reach $5 billion in 2024, with expectations of $7.5 billion in 2025, supported by a clear product roadmap for data center products [3][5]. - Client business revenue is projected to grow by 22% in 2025, benefiting from AI feature updates and a recovering global PC market [3]. - The gaming and embedded business segments are expected to face challenges in the short term, but sales are anticipated to normalize post-inventory adjustments [3]. Financial Summary - For the fiscal year ending December 31, 2023, AMD reported total revenue of $22.68 billion, with a projected increase to $25.79 billion in 2024 and $31.77 billion in 2025 [3][9]. - Non-GAAP net profit is expected to rise from $4.30 billion in 2023 to $5.44 billion in 2024 and $7.46 billion in 2025, reflecting a compound annual growth rate (CAGR) of 52.6% from 2025 to 2027 [3][9]. - The company's gross margin is projected to improve from 46.1% in 2023 to 56.2% by 2027, indicating enhanced profitability [9]. Revenue Projections - AMD's revenue from the data center segment is expected to grow significantly, reaching $16.95 billion in 2025, up from $12.58 billion in 2024 [6]. - The forecast for GPU revenue indicates a substantial increase, with contributions expected to be $7.54 billion in 2025 and $10.38 billion in 2026 [6][5]. - The overall revenue CAGR for AMD from 2025 to 2027 is projected at 27.8%, driven by growth in both data center and client segments [3].
AMD: AI Path Pulled Forward
Seeking Alpha· 2025-02-10 01:00
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start February, consider joining Out Fox The Street .Advanced Micro Devices, Inc. (NASDAQ: AMD ) went into the quarterly report with fears the new AI chip wasn't going to deliver the desired growth. The chip company appeared to confirm this outcome, but AMD surprised the market with theMark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers ...