NASDAQ:AMD
Advanced Micro Devices (AMD)
Financials 
Technical Analysis 
Sep 1, 2026, 12:00 amThis 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.
Beat street and revenue expectations, but Q1 guidance was down by about $300M and stock fell. Don't worry about that. Semis are very important. Coming out with a new AI product, so they can get a share of the market. Short-term movements make no sense. Business model continues to be positive. Keep holding.
It is important to watch the semi conductors. Nvdia is the champion in A.I. He owns both NVDA and AMD. Advanced Micro Devices has some interesting solutions and we should see some very interesting custom chips get built. People are likely to look at others beyond Nvdia. Tech is an important place to be but not the only place.
David BurrowsPE multiple is north of 1000. This means that if it maintained its earnings and revenue just where it is, it would take 1000 years to break even. Great example of how market's gotten ahead of itself. He'd buy NVDA or INTC instead, they have longer runways.
(Analysts’ price target is $135.00)
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Premium contentAdvanced Micro Devices, Inc., commonly abbreviated as AMD, is an American multinational semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets Social media mentions are up 150% in the past 24h.
Premium contentAI-driven tech
Nvidia and Microsoft are the obvious names in AI and both should be in portfolios, but AMD is a strong number-two behind Nvidia in the category of AI chips. AMD stock rose about half as far as the frontrunner in 2023, but in the last quarter AMD has been gaining momentum, up over 43.4% vs. NVDA's 14.8% and nearly 21% vs. 3.5% in December. Fundamentals and performance are sound. AMD beat its last four quarters. The company boasts that its new MI300X chip can outperform Nvidia's and targets $2 billion in sales in 2024.
Premium contentAdvanced Micro Devices, Inc., commonly abbreviated as AMD, is an American multinational semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets. Social media mentions are up 29% in the past 24h.
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Up 107% in last 12 months. Be careful. Sustainable at this point? Fantastic growth rate over 34%. 49x earnings, not a terrible valuation. 1.45x PEG ratio, not too expensive. Close to overbought levels, look for an air pocket down around $153-154. Struggling to move forward the last couple of weeks.
Likes it, but see his Top Picks.