NASDAQ:AMD

Advanced Micro Devices (AMD)

459.61
-11.11 (2.36%)
as of Sep 1, 2026, 8:00:00 pm Market Open.
696 watching
0
Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Advanced Micro Devices (AMD) has shown significant growth in the last year, with stock prices soaring by approximately 125% to 222% depending on the review. The company has generated strong quarterly earnings, exceeding analyst estimates and demonstrating a robust revenue growth trend. The leadership of the CEO has received commendations for effectively steering the company, particularly in the competitive landscape against Nvidia. However, some experts raised concerns about stock valuation, suggesting that AMD may be overvalued given its high price multiples compared to its peers. Despite mixed sentiments regarding its projections, the consensus indicates a belief in AMD's long-term potential, especially in the AI and data center markets, where it is expected to continue capturing market share.

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Consensus
Hold
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Valuation
Overvalued
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NVDA
COMMENT
Has always played second fiddle to Intel (INTC-Q) on the PC side but things are changing. Challenge for both companies is how they are going to do on the tablet side. This is a real opportunity for this company. Just came out with earnings, which were excellent. If you are looking to allocate some speculative assets, this is not a bad choice.
WATCH
Made a low in 2009 then made a rally and has been in a horizontal trading range since the beginning of 2010. If you see it break out to the upside that would be the time to get in. You want to see it above $10 or so.
DON'T BUY
Pure alpha and no beta. Doesn't see any factors that make this any more than just a producer of commodity chips.
DON'T BUY
Wouldn't own because they are perpetually #2 to Intel (INTC-Q) in the chip business. Recently had some positive developments with capital injection.
SELL
(Market Call Minute.) A challenge. A Middle East investor put some capital in but it will be challenged to keep up with Intel (INTC-Q).
DON'T BUY
(Market Call Minute.) Not a great name to own if you think semiconductors are challenged. They have generating losses and he would prefer a more stable name.
SELL
(Market Call Minute.) Company has missed every product cycle. Acquired ATI and still are missing the cycles. Following further behind its competitors.
WEAK BUY
Big debt. Only a short period to play this one. Intel (INTC-Q) is about a year or more ahead of them in product and about to come out with a new product that will hit full scale in the 4th quarter. You could trade, but get out if it hits $8.
DON'T BUY
Model price is $1.74 giving it a negative 75% differential.
DON'T BUY
Market for chips is going to be pretty slack for at least another year. There is a lot of concern about the extent of business investment, which is what drives the microchip market. Did a great job of catching up to Intel (INTC-Q) intellectually but doesn't see any momentum behind this stock for at least 6 months.
DON'T BUY
He has a model price of $1.91, which is a 76% negative differential. The stock has a history over the last 12 years and could get to $4.58. It bottomed there in 1996 and at the end of 2002.
SELL
(Market Call Minute.) Intel (INTC-Q) is too strong and too powerful. They're going to eat their lunch.
WEAK BUY
Keep your eye on this. Semiconductor stocks are very cyclical. Have had a rough time recently. Pick a fight with Intel (INTC-Q) and it is showing in their stock price. Watch for any easing of pricing pressures.
DON'T BUY
Intel and AMD are having a price war, so both are not doing well.
DON'T BUY
On fundamentals, came out with some disappointing guidance. Technically, his bias is definitely to the downside.
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