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 8, 2026, 12:00 am

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

Advanced Micro Devices (AMD) has shown remarkable growth and resilience in 2023, with shares increasing by 125% year-to-date. The company's CEO is widely praised for effectively reinventing AMD, highlighting strong operational management. Despite recent challenges, including disappointing forecasts and competition from Nvidia (NVDA), analysts remain optimistic about AMD's long-term prospects, particularly in the CPU market, which has seen unexpected growth. Forthcoming revenue targets indicate substantial upside potential, fueled by partnerships and demand for AI technologies. However, concerns about high valuations and competition persist, leading to discussions on appropriate investment strategies.

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Consensus
Positive
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Valuation
Overvalued
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Similar
NVDA
WATCH

Cup formation, has broken the neckline. Will likely do a handle, which is a cute name for a retracement back to the neckline around $100. If it then goes sideways for a while, that's the handle. Good chance it could move higher if the fundamentals hold out. Good-looking chart for now. He's cautious on tech. If neckline breaks, count a few days and get out. 

BUY

He heard the conference call today and they're not hitting on all cylinders, but long term this is good. He targets $120. Stay long.

PAST TOP PICK
(A Top Pick May 06/22, Down 9%)

Still likes it. Reasonably priced. Some degree of confidence holding this, though high-beta semis have been volatile. Continues to take share from INTC, especially in server processers. Its CPUs will benefit with the AI build out. Great job executing.

BUY

There's finally an end to the glut in semis coming, triggered by the sharp decline in demand for PCs after Covid. AMD rallied $2 today in a very down day.

BUY ON WEAKNESS
High PE?

He models $76.32, 7% lower. Book value is large after an acquisition. Tech is cyclical which will decline in a recession. Wait for a cheaper price. If you own, hold through a recession. A quality sheet. Their balance sheet protects them.

BUY

He likes it here, checked back from its 40 PE multiple. Gaining so much market share from INTC in workstations and the PC market. Good play on AI, servers, and data centres. $4 EPS this year, trading at 20x which is not bad. 

BUY

Today, they said that the semis inventory glut is ending. Shares jumped over 12% The CEO also said that PC demand has bottomed. Business is returning.

BUY
They have a great portfolio and keep taking market share from the troubled Intel.
BUY
It reports next week and she hopes it will be decent. They may face question on oversupply. Sees this as a multi-year play as she expects AMD to take further market share from Intel.
DON'T BUY
They outsource their chips, so their capital intensity isn't too bad. They've been taking market share from giant Intel, but has been in downturn with all semis, a cyclical sector. That's why she avoids semis. Other tech have better earnings stability, like Alphabet or Microsoft, which offer recurring revenue streams.
SELL
AMD just issued a warning and shares are hitting a new 52-week low. He wishes he didn't own it. They still haven't performed. Its's down 57% from its high. he will hold till the end of the month and will rebalance his portfolio. But today's warning is no surprise; of course PC sales are down. He thought AMD was best in breed and offered some resilience, but that is not the case.
TOP PICK
Company currently on sale with recent decrease in share price. Main supplier of central processors to many companies. Recently has leapfrogged Intel in market share. Strong demand for high end tech. Long term investor will benefit in next 3-5 years.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 19/22, Down 20.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMD has triggered its stop $68. To remain disciplined, we recommend covering the position at this time.
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TOP PICK
For more than 50 years, AMD has driven innovation in high-performance computing, graphics and visualization technologies - the building blocks for gaming, immersive platforms and the data center. Hundreds of millions of consumers, leading Fortune 500 businesses and cutting-edge scientific research facilities around the world rely on AMD technology daily to improve how they live, work and play. AMD employees around the world are focused on building great products that push the boundaries of what is possible. Social media mentions are up 529% in the past 24h.
BUY
The CEO is phenomenal for reviving the company.
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