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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
review icon
Similar
NVDA
DON'T BUY
Recently acquired ATI Technologies and are going through some integration issues. They pick a fight with Intel (INTC-Q) and they won. Intel could get aggressive on pricing.
DON'T BUY
The time to own this stock was when they had Intel (INTC-Q) on the run. Intel's chips are now as good if not better.
HOLD
There is good value in this company. Have really developed some strong products. New management is good. Intel (INTC-Q) is the leader and it will be their game for a little while and he would prefer them, but this stock will give you a good long-term return.
DON'T BUY
Always had a superior product to Intel (INTC-Q) but could not execute as well. Intel now has a product that is better or equal. Loaded up with debt.
DON'T BUY
There has just been a huge collapse on earnings. His model price is $4.97, a 65% negative differential.
DON'T BUY
Recently acquired ATI. Probably at a decent level. Expects that Intel (INTC-Q) will be the better performer in 6 months. Historically, these stocks trade as their gross margins go and this company’s have been kind of peaking while Intel’s has been troughing.
BUY
Acquiring ATI Technologies (ATY-T) should put them in a stronger competitive position. Technology stocks are starting to come back into favor.
DON'T BUY
Acquiring ATI. Stock was down about 13% today. Constantly battling with their very large competitor, Intel. While this company has been taking market share, there will be significant pressure on pricing.
BUY
Have a good family of products that is more efficient then that of Intel. The name to hold in the PC microprocessor space.
BUY
Where AMD has been eating Intel’s (INTC-Q) lunch is in the high-end server market which is usually the more expensive, higher margin business. Should continue to do well.
DON'T BUY
Their chips are very good and giving Intel a run for their money. An increasing commoditized market. Very difficult to grow the margins and these will come under more pressure as it migrates more and more towards Asia. Becoming a very unattractive sector.
WEAK BUY
In competition with Intel. Has never made a really good return on investment. In the short term, it has been beaten up because Intel is entering the flash memory space. Might be some trading opportunities on this one.
BUY
Still having problems with market share on the PCs against Intel. The industry is well situated in the next couple of years.
WEAK BUY
Has turned into a momentum play.September 23 is going to be a big day when they will debut their 64-bit chip.An interesting bet but still a lot of"show me".Cheap on a price to sales basis.Put a tight stop loss on it.
TOP PICK
Top Short Intel is too tough a competitor. Four out of the last five years, it has been cash flow negative. Took on an additional 1 billion debt. Has working capital of only 500 million.
Showing 271 to 285 of 297 entries