Added to YB: 2026-02-06
Pitch date: 2026-02-04
AMD [neutral]
Advanced Micro Devices, Inc.
+178.53%
current return
Author Info
No bio for this author
Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$805.5B
Pitch Price
$201.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
80.36
P/E
125.94
EV/Sales
19.29
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD: Free Cash Flow per Share Rising Exponentially.
AMD (earnings): Chiplet architecture + $50B Xilinx FPGA acquisition creates unique Physical AI/edge inference advantage. $17B design wins in 2025 (+20% YoY), $50B+ total since acquisition. Datacenter revenue to grow 60%+ annually next 3-5yrs, AI biz targeting tens of billions by 2027. FCF/share growing exponentially despite near-term guidance weakness.
Read full article (4 min)