AMD WKN: 863186 ISIN: US0079031078 Forum: Aktien Thema: Hauptdiskussion

AMD’s Core Business Strength and Market Share Gains Justify Buy Rating Despite AI Concerns TipRanks Auto-Generated Intelligence Newsdesk Feb 05, 2025, 02:26 PM Advanced Micro Devices (AMD – Research Report), the Technology sector company, was revisited by a Wall Street analyst yesterday. Analyst Blayne Curtis from Jefferies maintained a Buy rating on the stock and has a $135.00 price target. Blayne Curtis has given his Buy rating due to a combination of factors, including AMD’s strong performance in the Client and Server segments, which are currently outperforming expectations and gaining market share from competitors like Intel. Despite a recent slowdown in the AI segment, the anticipated ramp-up of the MI350x in the latter half of the year is expected to drive future growth. Moreover, AMD’s recent financial results showed strength in the PC client business and gaming sectors, contributing to a revenue beat for the December quarter. Although there are concerns about the AI segment’s performance, Curtis sees the overall growth in AMD’s core businesses as a positive indicator for the company’s future performance, warranting a Buy rating. Curtis covers the Technology sector, focusing on stocks such as Microchip, Nvidia, and Advanced Micro Devices. According to TipRanks, Curtis has an average return of 23.6% and a 63.17% success rate on recommended stocks. In another report released today, Robert W. Baird also reiterated a Buy rating on the stock with a $175.00 price target. https://www.tipranks.com/news/ratings/amds-core-business-strength-and-market-share-gains-justify-buy-rating-despite-ai-concerns?mod=mw_quote_news

Wie kommst du darauf das AMD unterbewertet ist, immerhin ist Nvidia günstiger was KGV und KUV angeht

Wenn sie weiter runter kommt natürlich nicht

Nvidia kuv ca 22 und AMD kuv 7

In my opinion, AMD doesn't deserve the after-hours dip. In fact, the beatings we see on virtually every consensus metric show that the firm's growth is still there and the stock remains too cheap given AMD's FY2025/2026 expansion opportunities. https://seekingalpha.com/article/4755013-amd-the-market-likely-got-it-wrong

Sind nur noch 2,8.🤣

Order liegt bei 90

Ich habe dann auch nachgekauft

Größte Positionen im moment. Nintendo, pro7, amd, nike.

Bin drinnen. Lets go.

Ich bin noch mal mit ein paar OS zusätzlich long rein

Ich warte jetzt genau bis es anfängt zu drehen und steige ein.

Wenn nvidia 3.5 Billionen Wert ist, dann ist amd nicht 170 Milliarden wert.

170 Milliarden kapitalisierung ist viel zu wenig. Ich kaufe.

Alles klar Wolle, gehe All INNNNN