1.29%
-1.60%
-17.50%
-17.73%
-29.12%
4.04%
152.89%
AI Spotlight on AMD
Company Description
Advanced Micro Devices, Inc.operates as a semiconductor company worldwide.The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom.
Its products include x86 microprocessors as an accelerated processing unit, chipsets, discrete and integrated graphics processing units (GPUs), data center and professional GPUs, and development services; and server and embedded processors, and semi-custom System-on-Chip (SoC) products, development services, and technology for game consoles.The company provides processors for desktop and notebook personal computers under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, AMD FX, AMD A-Series, and AMD PRO A-Series processors brands; discrete GPUs for desktop and notebook PCs under the AMD Radeon graphics, AMD Embedded Radeon graphics brands; and professional graphics products under the AMD Radeon Pro and AMD FirePro graphics brands.It also offers Radeon Instinct, Radeon PRO V-series, and AMD Instinct accelerators for servers; chipsets under the AMD trademark; microprocessors for servers under the AMD EPYC; embedded processor solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series processors brands; and customer-specific solutions based on AMD CPU, GPU, and multi-media technologies, as well as semi-custom SoC products.
It serves original equipment manufacturers, public cloud service providers, original design manufacturers, system integrators, independent distributors, online retailers, and add-in-board manufacturers through its direct sales force, independent distributors, and sales representatives.The company was incorporated in 1969 and is headquartered in Santa Clara, California.
Market Data
| Last Price | 118.86 |
| Change Percentage | 1.29% |
| Open | 118.48 |
| Previous Close | 117.35 |
| Market Cap ( Millions) | 192887 |
| Volume | 29345608 |
| Year High | 227.3 |
| Year Low | 112.8 |
| M A 50 | 128.0 |
| M A 200 | 148.42 |
Financial Ratios
| FCF Yield | 0.81% |
| Dividend Yield | 0.00% |
| ROE | 3.24% |
| Debt / Equity | 3.93% |
| Net Debt / EBIDTA | -34.71% |
| Price To Book | 3.38 |
| Price Earnings Ratio | 105.45 |
| Price To FCF | 123.96 |
| Price To sales | 7.94 |
| EV / EBITDA | 40.01 |
News
- Jan -30 - AMD Gears Up to Report Q4 Earnings: Buy, Sell or Hold the Stock?
- Jan -30 - Gear Up for Advanced Micro (AMD) Q4 Earnings: Wall Street Estimates for Key Metrics
- Jan -30 - Should You Buy Advanced Micro Devices (AMD) Stock Before Feb. 4?
- Jan -30 - AMD: Long-Term Risk/Reward Is Skewed To The Upside
- Jan -30 - Is AMD Stock a Buy Now?
- Jan -30 - Should You Forget Nvidia and Buy This Artificial Intelligence (AI) Stock Instead?
- Jan -30 - AMD: Why I Doubled My Position After DeepSeek Sell-Off
- Jan -29 - AMD: Make Or Break Moment Fast Approaching Amid DeepSeek Selloff
- Jan -29 - The Smartest Growth Stocks to Buy With $1,000 Right Now
- Jan -28 - Advanced Micro Devices (AMD) Stock Declines While Market Improves: Some Information for Investors
- Jan -28 - AMD Gets A Downgrade And It's Not DeepSeek Related
- Jan -28 - DeepSeek A.I. Efficiency "Proof Point;" AMD, AVGO, INTC & QCOM Undervalued
- Jan -28 - Is Advanced Micro Devices (AMD) the Biggest Winner From Monday's Bloodbath?
- Jan -28 - Top 3 Must-See Tech Opportunities After the Recent Sell-Off
- Jan -28 - AMD Stock Downgraded. DeepSeek AI Is Only One Worry.
- Jan -28 - Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
- Jan -28 - Bearish Turns in NVDA & AMD, Questions Surround A.I. Future
- Jan -28 - NVDA "Coming After" AMD's CPU Business
- Jan -28 - AMD Vs Intel: Battle For CPU Dominance
- Jan -28 - NVDA, AVGO and AMD Forecast – Chips Look to Recover on Tuesday
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Data Center
Expected Growth : 9.76 %
What the company do ?
AMD's Data Center segment provides EPYC processors and Radeon Instinct accelerators for cloud, enterprise, and hyperscale data centers, enabling efficient computing and AI workloads.
Why we expect these perspectives ?
AMD's Data Center growth is driven by increasing adoption of EPYC processors in cloud and enterprise markets, fueled by their performance, power efficiency, and TCO advantages. Additionally, growing demand for AI, machine learning, and cloud computing workloads, as well as the ongoing shift to hybrid and multi-cloud environments, contribute to the 9.76% growth.
Segment n°2 -> Gaming
Expected Growth : 11.53 %
What the company do ?
Gaming from Advanced Micro Devices, Inc. refers to the company's high-performance graphics processing units (GPUs) and Ryzen processors designed for gaming PCs, providing fast performance and immersive experiences.
Why we expect these perspectives ?
Strong demand for AMD's Ryzen and Radeon products, driven by the growing popularity of PC gaming, esports, and cloud gaming. Increasing adoption of AMD's GPUs in gaming consoles, such as the Sony PlayStation 5 and Microsoft Xbox Series X, also contributes to the growth. Additionally, AMD's strategic partnerships with game developers and its focus on improving gaming performance and power efficiency are key drivers of this 11.53% growth.
Segment n°3 -> Embedded
Expected Growth : 9.03 %
What the company do ?
Embedded from Advanced Micro Devices, Inc. refers to the design and manufacturing of microprocessors and other semiconductor products for embedded systems, such as industrial control systems and medical devices.
Why we expect these perspectives ?
AMD's 9.03% growth is driven by increasing demand for its Ryzen and EPYC processors, fueled by the rise of cloud computing, gaming, and artificial intelligence. Additionally, the company's strategic partnerships, such as the one with Tesla, and its growing presence in the datacenter market, contribute to its growth momentum.
Segment n°4 -> Client
Expected Growth : 12.12 %
What the company do ?
Radeon, a client from Advanced Micro Devices, Inc., is a leading brand of graphics processing units (GPUs) and high-performance computing products.
Why we expect these perspectives ?
Strong demand for AMD's Ryzen and EPYC processors, driven by the shift to cloud computing, gaming, and artificial intelligence, coupled with market share gains from Intel, have contributed to the 12.12% growth. Additionally, the company's strategic partnerships and investments in emerging technologies, such as 5G and autonomous vehicles, have further fueled growth.
Advanced Micro Devices, Inc. Products
| Product Range | What is it ? |
|---|---|
| Ryzen Processors | High-performance central processing units (CPUs) for desktop and laptop computers, offering high clock speeds, multiple cores, and threads for efficient multitasking and gaming. |
| EPYC Processors | Server-grade CPUs designed for datacenter and cloud computing, offering high core counts, high memory bandwidth, and advanced security features. |
| Radeon Graphics Cards | High-performance graphics processing units (GPUs) for gaming, professional visualization, and machine learning, offering advanced graphics rendering, compute, and AI capabilities. |
| Radeon Instinct Accelerators | High-performance GPU accelerators for machine learning, deep learning, and high-performance computing, offering advanced compute and memory capabilities. |
| AMD Ryzen Threadripper Processors | High-performance desktop processors for content creators, offering high core counts, high clock speeds, and advanced features for efficient multitasking and content creation. |
| AMD Ryzen Embedded Processors | Low-power, high-performance processors for embedded systems, offering advanced security, reliability, and power management features. |
Advanced Micro Devices, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Advanced Micro Devices, Inc. is medium due to the presence of alternative products and services in the market, such as Intel and NVIDIA.
Bargaining Power Of Customers
The bargaining power of customers for Advanced Micro Devices, Inc. is low due to the company's strong brand reputation and customer loyalty.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Advanced Micro Devices, Inc. is medium due to the presence of multiple suppliers in the market, but the company's large scale of operations gives it some bargaining power.
Threat Of New Entrants
The threat of new entrants for Advanced Micro Devices, Inc. is low due to the high barriers to entry in the semiconductor industry, including significant capital requirements and technological expertise.
Intensity Of Rivalry
The intensity of rivalry for Advanced Micro Devices, Inc. is high due to the competitive nature of the semiconductor industry, with multiple players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 5.10% |
| Debt Cost | 3.95% |
| Equity Weight | 94.90% |
| Equity Cost | 12.25% |
| WACC | 11.83% |
| Leverage | 5.37% |
Advanced Micro Devices, Inc. : Quality Control
Advanced Micro Devices, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ON | ON Semiconductor Corporation provides intelligent sensing and power solutions worldwide. Its intelligent power technologies enable the electrification of the automotive industry that allows for lighter and longer-range electric vehicles, empowers … |
| ADI | Analog Devices, Inc. designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems that leverage analog, mixed-signal, and digital signal processing technologies. The company provides data converter products, which … |
| NVDA | NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce … |
| INTC | Intel Corporation engages in the design, manufacture, and sale of computer products and technologies worldwide. The company operates through CCG, DCG, IOTG, Mobileye, NSG, PSG, and All Other segments. It … |
| GFS | GLOBALFOUNDRIES Inc. operates as a semiconductor foundry worldwide. It manufactures integrated circuits, which enable various electronic devices that are pervasive. The company manufactures a range of semiconductor devices, including microprocessors, … |
Peers Metrics
DCF BETA
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Scoring Insights
Peers Group Analysis
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NVIDIA
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Analog Devices
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ON Semiconductor
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AMD
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GLOBALFOUNDRIES
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