NASDAQ:AMD

Advanced Micro Devices (AMD)

483.36
-5.92 (1.21%)
as of Aug 7, 2026, 8:00:00 pm Market Open.
696 watching
0
Investor Insights
star iconAug 7, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Advanced Micro Devices (AMD) has witnessed notable fluctuations in its stock price lately, heavily influenced by market sentiment and competition, particularly from Nvidia. While some analysts express concerns about AMD's valuation in comparison to its rivals, many highlight the remarkable turnaround orchestrated by its CEO, leading to significant year-to-date gains. Recent quarterly performances, exceeding earnings expectations while showing robust revenue growth, bolster the view that AMD is well-positioned as a key player in the semiconductor landscape. However, challenges persist, with the company striving to establish itself as the credible alternative to Nvidia amid an evolving AI and data center market. Overall, there is a sense of cautious optimism regarding AMD's future, propelled by positive developments and projections in CPU and GPU segments.

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Consensus
Hold
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Valuation
Overvalued
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NVDA
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.
DON'T BUY
This is a textbook cyclical. His model price is $4.73, a negative 64% differential. Wouldn't hold this name until he saw a little turnaround in their earnings estimates.
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