关于分析师的情况 - 是全职分析师对多种股票感兴趣希望提供不同投资组合观点 [1] - 在NVDA、AVGO有长期受益头寸 [2] - 文章为自己所写表达个人观点且未从除Seeking Alpha外获取报酬与文中提及公司无业务关系 [2] 关于分析的性质 - 仅为信息提供而非专业投资建议 [3] - 过去表现不保证未来结果Seeking Alpha不提供投资推荐或建议 [4] - Seeking Alpha不是持牌证券交易商、经纪商或美国投资顾问或投资银行分析师为第三方作者 [4]

Should you buy the dip on this iconic chipmaker?While the generative artificial intelligence (AI) boom has brought boatloads of capital into the technology industry, investors are becoming more selective about where they put their money. With shares down by a whopping 32% from their all-time high of $211 in March, Advanced Micro Devices (AMD 0.68%) is rapidly falling out of favor despite its direct exposure to the industry through data center hardware sales. Let's dig deeper into the company's pros and cons ...

Advanced Micro Devices TodayAMDAdvanced Micro Devices$141.66 +0.95 (+0.68%) 52-Week Range$110.22▼$227.30P/E Ratio127.62Price Target$192.79Add to WatchlistAdvanced Micro Devices NASDAQ: AMD is a semiconductor sector veteran, and the company is known for its relentless pursuit of high-performance and adaptive computing. AMD is captivating the market's attention with its aggressive push into the field of artificial intelligence (AI), a sector poised for explosive growth with a projected $1 trillion investment ...

报告公司投资评级 - 首次覆盖,给予AMD"增持"评级 [16] 报告的核心观点 整体业绩表现良好,保持良好增长态势 - 公司Q3收入利润均保持良好增长态势,实现收入68.2亿美元,同比增长18%,基本符合预期;实现Non-GAAP净利润15.0亿美元,同比增长33%,基本符合预期 [7] - Non-GAAP毛利率为54%,同环比均有所优化;Non-GAAP费用率为29%,同比基本持平,环比改善3pct [8][9] - Non-GAAP经营利润率达到25%,同环比均有所改善 [10][11] - 2024Q4收入指引75亿美元,上下波动3个亿美元,略低于市场预期;Non-GAAP毛利率约为54%,与Q3持平 [12] 分业务情况 - 数据中心业务同比大幅增长122%,环比增长25%,主要得益于AMD Instinct系列GPU和AMD EPYC系列CPU需求强劲 [13] - 基于最新的AI芯片订单需求,AMD CEO再次上调数据中心GPU的全年收入指引,从45亿美元上调至50亿美元 [13] - 客户端业务保持良好增长态势,实现收入18.8亿美元,同比增长29%;而游戏业务和嵌入式业务表现不佳 [14][15] 盈利预测与评级 - 预计公司2024-2026年营收分别为257/309/374亿美元,Non-GAAP净利润分别为51/66/80亿美元 [16] - 考虑到当前AI需求旺盛,以及AMD新产品竞争力,首次覆盖给予"增持"评级 [16]

This underperforming semiconductor stock could witness a turnaround next year.This has been a forgettable year for Advanced Micro Devices (AMD 0.68%) investors. Shares of the semiconductor specialist are down 4% so far in 2024, while the PHLX Semiconductor Sector index has recorded impressive gains of almost 20% as of this writing.More bad news was in the offing for AMD investors when the company released third-quarter results on Oct. 29. Though it reported healthy year-over-year growth in revenue and earni ...

US Vice President Kamla Harris delivers remarks on the first anniversary of the Hamas attack on ... [+] Israel at the Naval Observatory in Washington, DC, on October 7, 2024. (Photo by Ting Shen / AFP) (Photo by TING SHEN/AFP via Getty Images)AFP via Getty ImagesThe Trump vs. Harris game is down to the bottom of the ninth. Yet it still looks like anybody’s game. If you think Harris has done enough to deserve a promotion from Vice-President to President, then here is a list of stocks that you could bet on to ...

The 2024 Q3 earnings season continues at a rapid pace, with a nice variety of companies delivering quarterly results daily.So far, several popular stocks, namely Advanced Micro Devices (AMD) and Eli Lilly (LLY) – have reported quarterly results, with the two seeing negative post-earnings reactions.But did the results warrant the knee-jerk reaction? Let’s take a closer look at each release.AMD Reports Record Data Center Results Concerning headline figures in the release, AMD posted a 1.1% beat relative to th ...

报告公司投资评级 - 报告给出超威半导体(AMD)的买入评级 [4] 报告的核心观点 - 2024年第三季度公司营收为68.2亿美元,同比增加17.6% [1] - 2024年第三季度毛利率为50.1%,同比增加2.8个百分点 [1] - 2024年第三季度经营利润为7.2亿美元,同比增长223% [1] - 2024年第三季度GAAP净利润7.7亿美元,Non-GAAP净利润15.0亿美元,同比增长32.5% [1] - 2024年第四季度收入指引中值75亿美元,同比增加21.6% [1] - 2024年第四季度Non-GAAP毛利率指引为54% [1] - 2024-2026年公司收入CAGR预计为38.3%,Non-GAAP净利润CAGR预计为63.2% [4] - 采用DCF估值法,得到目标价180.00美元,对应2025年PE为26倍,较当前股价有24.94%的上升空间 [4] 数据中心业务 - 2024年第三季度数据中心营收同比增长122.1%达35.5亿美元 [2] - 第五代EPYC处理器在OEM及ODM中广泛应用,价格同比上涨10%-25%,性能较竞争对手提升60% [2] - 2024年第三季度GPU销售额达15亿元,公司上调全年收入指引至50亿美元,预计2024年MI300全年收入55亿美元 [2] - 未来AI GPU产品路线图清晰,MI325X将于第四季度推出,2025年底将推出对标英伟达Blackwell的MI350系列产品 [2] - 预计2024-2026年公司AI GPU业务收入CAGR为469.1% [6][7] 客户端业务 - 2024年第三季度客户端业务收入同比增长29.5%达18.8亿美元 [3] - 2024年Ryzen AI Pro平台数量将增加三倍,2025年商用平台将超100个 [3] - 2024年第三季度全球PC出货量同比下滑2.4%,但IDC预计2025年将有个位数增长,公司客户端全年将实现38.7%增长 [3] 游戏及嵌入式业务 - 2024年第三季度游戏业务同比下滑69.3%达4.6亿美元,但9月拿下索尼PS5 Pro订单有望驱动2025年游戏收入降幅缩小 [3] - 2024年第三季度嵌入式业务受益于国防及航天需求增加,环比增长7.7%达9.3亿美元,公司指引2025年市场温和复苏 [3]

Retirement is complicated, and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Advanced Micro Devices, Inc. (NASDAQ: AMD ) disappointed the market after earnings, with a double-digit share price decline. Unfortunately, despite conti ...

When I last covered Advanced Micro Devices, Inc. (NASDAQ: AMD ) on October 14th, 2024, with my article “ AMD: Ready To Move Higher ”, the stock was attempting to find a supportive base after falling by as muchAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relati ...