What Key Ratios Say about AMD’s Valuation
Advanced Micro Devices (AMD) stock has witnessed exponential growth over the past one-year period, with a 400% increase in its stock price.
Recently, Microsoft (MSFT) partnered with Qualcomm to bring the former’s Windows OS on the latter’s ARM-based SoCs.
Advanced Micro Devices (AMD) is launching a suite of products to obtain a share of the high-end PC, server, and GPU markets.
Advanced Micro Devices (AMD) is scaling its Naples CPUs across the cloud data center and traditional enterprise servers.
Advanced Micro Devices (AMD) is leveraging its Ryzen CPUs and Vega GPUs in the desktop, notebook, and server space.
Advanced Micro Devices (AMD) could witness strong growth in 3Q17 as Sony (SNE) and Microsoft (MSFT) refresh their game consoles.
AMD is also looking to tap some share of the data center market, which is dominated by Intel (INTC) and its share in excess of 99%.
Advanced Micro Devices (AMD) is a leader in the game console market, as it is the sole supplier of semi-custom APUs for Sony (SNE) and Microsoft (MSFT). Sony and Microsoft accounted for 83% of the game console market in 2016.
AMD is expanding in the EESC segment, which comprises offerings for the data center, embedded, and game and non-game console markets.
Advanced Micro Devices (AMD) gained platform leadership in 2006 after its acquisition of GPU maker ATI.
The second quarter is generally a slow quarter for AMD’s Computing and Graphics segment, as PC sales have been falling.
Advanced Micro Devices (AMD) is set to compete with Nvidia with its new Vega GPU, which is due to launch by the end of 2Q17.
Analysts believe that Ryzen 5, with its price range of $169–$249, would deliver better price points and performance than Ryzen 7.
Later in 2017, AMD expects to launch its low-end Radeon RX 560 and RX 550 GPUs, which are upgraded versions of the RX 460 and RX 450 GPUs.
Advanced Micro Devices (AMD) is looking to grow in the gaming market, which offers a $15 billion opportunity.
More than 300 developers are optimizing Ryzen’s performance, which could improve the CPU’s performance, particularly in gaming.
Advanced Micro Devices (AMD) is focusing on the fast-growing markets of gaming, data center, and virtual reality. These three markets present a $53 billion opportunity for AMD.
According to AMD’s SEC (Securities and Exchange Commission) filings, institutional investors own 53.4% of the company’s outstanding shares, and retail investors own the remaining 46.6%.
The first product AMD launched on its 14nm node was its Polaris GPU (graphics processing unit) in fiscal 2H16. This was the start of AMD’s growth story.
Even though AMD has reported a better performance than Intel (INTC) or NVIDIA (NVDA), analysts mostly have “hold” recommendations on the stock. Why?