Advanced Micro Devices (AMD)

Re: Advanced Micro Devices Inc. (AMD)

Postby winston » Tue Feb 07, 2017 6:42 am

AMD stock could double in a year: Barron's

Advanced Micro Devices Inc (AMD) shares could double in a year as the chip maker recoups ground lost to Intel Corp and increases its market share in the graphic chips area dominated by Nvidia Corp, Barron's said on Sunday.


Source: Reuters

http://www.reuters.com/article/us-usa-a ... y%20Report
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices Inc. (AMD)

Postby winston » Wed Aug 15, 2018 7:48 pm

THE AGE OF CHIPS AND PROCESSORS IS HERE

Today, we revisit one of the biggest trends in technology...

Cellphones and computers are now firmly established in our everyday lives. And that means semiconductors – the "chips" that power a wide range of electronics – are always in high demand.

Big secular trends like this can lead to impressive gains for investors. For proof, we look at a strong contender in the semiconductor industry...

Advanced Micro Devices (AMD) makes chips and processors for desktop computers, laptops, and more. To keep up with demand for faster, better electronics, AMD just released a new computer processor. It's the second-generation Ryzen Threadripper...

And according to the company's tests, it's the most powerful desktop processor in the world. AMD also reported sales of nearly $1.8 billion in the most recent quarter, a 53% jump from the same period last year.

As you can see in the chart below, AMD is enjoying a major uptrend. Shares have risen more than 50% over the past year. As long as folks remain glued to their screens, this company should continue to thrive...

Source: Daily Wealth
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices Inc. (AMD)

Postby winston » Fri May 03, 2019 1:42 pm

not vested

AMD’s Results Confirm AMD Stock Won’t Climb Much Above Current Levels

by Luke Lango

Generally, AMD’s first quarter numbers were good.

Earnings met analysts’ average estimate.

Revenue exceeded analysts’ consensus outlook.

Against the backdrop of a semiconductor market in free-fall, and following disastrous numbers from rival Intel (NASDAQ:INTC), those results were actually pretty good.

Also, the Q2 guidance was in-line with expectations.


But AMD stock has surged 50% in 2019, and it’s trading at essentially triple the average valuation of all semiconductor stocks.

AMD stock is poised to win over the long-term, but AMD stock is maxed out as it closes in on $30.

AMD stock is up 50% year-to-date, and it does trade at nearly 45-times forward earnings, versus the average forward multiple of 15-16 for semiconductor stocks.


Source: Investor Place

https://finance.yahoo.com/news/amd-resu ... 06395.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices Inc. (AMD)

Postby winston » Tue Jun 04, 2019 1:50 pm

not vested

Buy AMD Stock Because Advanced Micro Devices Just Dealt Intel Another Blow

by James Brumley

AMD has created a long bullish runway for itself by developing several Intel-beating technologies.

The 2016 launch of i AMD’s Ryzen series of CPUs followed shortly thereafter by its then-new Vega GPUs, marked the beginning of a turnaround that would ultimately start to chip away at Intel’s market share.

Last quarter, Advanced Micro Devices claimed 13.3% of the PC processor market, up from 8.6% a year earlier.

More market share gains may be on the way for AMD, given the impressive performance of its new Ryzen processor at last week’s Computex event.

Its new Ryzen 9 3900 third-generation CPU boasts 12 cores and 24 threads, facilitating boost speeds up to 4.6 Ghz.

Despite all that raw power, the processor will retail for a modest $499 when it officially launches on July 7. Comparable processors from Intel currently sell for $1100 and higher.

A year ago, AMD’s share of the server and data center market was a scant 1%, according to Mercury Research.That metric has improved to 2.9% in the meantime.

AMD just made a great stride on that front, too. Its Radeon RX 5700 card, built on 7nm Navi architecture, will hit the market in July, boasting performance improvements that could take a bite out of Nvidia’s share.


Source: Investor Place

https://finance.yahoo.com/news/buy-amd- ... 53686.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: AMD (AMD)

Postby winston » Tue Jun 11, 2019 4:26 pm

not vested

Advanced Micro Devices (AMD)

Shares of GPU/CPU maker Advanced Micro Devices (NASDAQ:AMD) are zooming higher, pushing up and over the prior highs set last September to return to levels last seen in 2006.

This comes as hype builds for the new Xbox and PlayStation game consoles from Microsoft (NASDAQ:MSFT) and Sony (NYSE:SNE) next year. Both are using AMD’s hardware to power their devices.

The company will next report result son July 24 after the close.

Analysts are looking for earnings of eight cents per share on revenues of $1.5 billion. When the company last reported on April 30, earnings of six cents per share matched estimates despite a 22.8% decline in revenues.

Source: investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices (AMD)

Postby winston » Wed Jun 12, 2019 9:29 pm

not vested

For Chipmaker Advanced Micro Devices Stock, How High Is Too High?

by Luke Lango

Advanced Micro Devices stock now trading at almost 50 times forward earnings and the average semiconductor stock trading at just 13x forward earnings.

Advanced Micro should be able to easily grow revenue north of 10% per year over the next several years, with growth more likely coming in around the mid-teens range.

Gross margins should run higher towards 50% as the company pushes into new, higher-margin product categories.

The opex rate should fall to 25% as scale drives operating leverage.

$2.70 seems like a doable EPS target for AMD stock by fiscal 2025 (from just 46 cents last year). Using a growth stock average 20x forward multiple, that implies a reasonable fiscal 2024 price target for AMD stock of $54. Discounted back by 10% per year, that equates to a 2019 target price of just under $34.

AMD is currently winning CPU share from Intel, and GPU share from Nvidia.


Source: Investor Place

https://finance.yahoo.com/news/chipmake ... 28565.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices (AMD)

Postby winston » Wed Jun 12, 2019 9:46 pm

not vested

Analyst: AMD's New Graphics Cards Make 'Meaningful Improvement' But Cost More Than Expected

by Dave Royse

Morgan Stanley analyst Joseph Moore has an Equal-Weight rating on AMD after an upgrade last week, with a $28 price target.

Nvidia Corporation (NASDAQ:NVDA) with a card that’s only slightly more expensive but with ray tracing features Moore said would get more support over the life of the card.


Source: Benzinga

https://finance.yahoo.com/news/analyst- ... 52898.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices (AMD)

Postby winston » Fri Jun 21, 2019 4:57 pm

not vested

AMD Stock Is Down 15% in Five Days so Now Is the Time to Buy

by Bret Kenwell

The company announced new chips during the E3 video game conference.

Additionally, it was announced that the next-gen Xbox console from Microsoft (NASDAQ:MSFT) would also carry AMD chips.

There’s also the mobile tie-up with Samsung (OTCMKTS:SSNLF) that sent shares ripping.


Current estimates call for revenue growth of 6.2% this year and 21% next year. That’s alongside estimates for almost 40% earnings growth in 2019 and 56% growth in 2020.

It’s not unreasonable to believe AMD can return to $33+ in the near term. Although it’s also clear that $33.50 to $34 is resistance at the moment.


Source: Investor Place

https://finance.yahoo.com/news/amd-stoc ... 51672.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices (AMD)

Postby winston » Mon Jun 24, 2019 8:55 pm

not vested

Advanced Micro Devices (AMD)
YTD Gain: 65%

Last year, chip company Advanced Micro Devices (NASDAQ:AMD) was the best-performing S&P 500 stock. AMD is following up that record 2018 performance with another strong year in 2019.

With a 65% year-to-date gain, AMD stock is the fifth-best-performing S&P 500 stock in 2019 thus far. The driver of the out-performance? The same thing that drove out-performance in 2018: relentless market share expansion.

The global central processing unit (CPU) and graphics processing unit (GPU) markets are huge — big enough to support a $210 billion market cap for Intel (NASDAQ:INTC) on the CPU side, and a $100 billion market cap for Nvidia (NASDAQ:NVDA) on the GPU side.

AMD is a small player in this market, with a market cap just under $32 billion. But through faster-than-peer product innovation, it is rapidly winning share from Intel and Nvidia, and in so doing, becoming an increasingly large and important CPU and GPU company.

Will AMD stock stay in rally mode? In the long term, yes. The present outlook is for AMD to continue to steal market share from Nvidia and Intel over the next several years.

That share expansion, in a market supported by healthy growth drivers, should drive robust revenue and profit growth at AMD, the sum of which should drive AMD stock higher. But, in the near term, valuation friction is a problem for AMD stock, and prices well above $30 don’t seem justified just yet.

Source: Daily Trade Alert
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

Re: Advanced Micro Devices (AMD)

Postby winston » Sun Jul 07, 2019 9:59 pm

not vested

Strong Growth Stocks to Buy: Advanced Micro Devices (AMD)

Chipmaker Advanced Micro Devices (NASDAQ:AMD) also makes it onto Goldman Sachs’ top growth stocks list.

AMD is buzzing right now. Investors are getting excited about AMD’s new “Zen 2” family of desktop processors about to hit the markets on July 7.

During trade show Computex, AMD CEO Dr Lisa Su announced that the new “Zen 2” core offers up to 15% estimated instructions per clock (IPC) uplift vs previous Zen offerings.

Plus the company also unveiled its third-generation AMD Ryzen desktop processor family. This is based on the new 7nm “Zen 2” architecture.

“Next week (July 7th) is AMD’s big 7nm launch of 7nm Ryzen 3000 desktop CPUs and 7nm Navi GPUs and we expect a strong volume ramp for 2H19 based on our field checks in Taiwan recently” enthuses top Rosenblatt analyst Hans Mosesmann.

Take note because, as Mosesmann says: “AMD’s 7nm Ryzen 3000 on follow-on roadmap will dominate all segments of desktop CPUs for the 2-3 years in terms of cost, performance, and power in our opinion.”

The five-star analyst has a buy rating on AMD and $42 price target (35% upside potential).

All this is very bad news for rival Intel (NASDAQ:INTC): “The notion that Intel may be cutting desktop prices by some 15% is amusing to us given that even cutting prices by 50% may not do the trick in limiting AMD share gains.

Intel has a die size problem with its 14nm when compared to AMD’s use of TSMC’s 7nm” adds the analyst.

Source: investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104142
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to A to D

Who is online

Users browsing this forum: No registered users and 2 guests

cron