On Oct 30, major Wall Street analysts update their ratings for $Advanced Micro Devices (AMD.US)$, with price targets ranging from $169 to $220.
Morgan Stanley analyst Joseph Moore maintains with a hold rating, and adjusts the target price from $178 to $169.
J.P. Morgan analyst Harlan Sur maintains with a hold rating, and maintains the target price at $180.
BofA Securities analyst Vivek Arya maintains with a buy rating, and maintains the target price at $180.
Citi analyst Christopher Danely maintains with a buy rating, and maintains the target price at $210.
Barclays analyst Thomas O'Malley maintains with a buy rating, and adjusts the target price from $180 to $170.
Furthermore, according to the comprehensive report, the opinions of $Advanced Micro Devices (AMD.US)$'s main analysts recently are as follows:
AMD's revenue guidance aligned with expectations, and although some investors might feel a hint of disappointment that areas outside of the Data Center are no longer dragging performance, the overall narrative remains positive. In the short-term, the stock may experience limited movement, and there is a concern that 2025 might represent a transitional phase for the company's AI initiatives.
AMD's recent earnings were satisfactory, however, guidance fell below consensus due to reduced gaming margins, according to an analyst. AMD anticipates that the MI300 will be margin dilutive for a period, which may affect the stock's valuation multiple.
The firm noted that AMD's recent performance met general expectations and expressed some surprise at the post-earnings decline in stock value. Looking forward, the firm anticipates that the coming years will be pivotal for investment in AI opportunities, but suggests that current revenue and earnings forecasts may be overly optimistic.
According to an analyst, AMD's near-term strength within its Client segment balances out with a projection for a more than seasonal first quarter, leading to a slight moderation in the sales outlook for 2025. The MI300's consistent performance is acknowledged, yet the absence of specific guidance for the coming year and the tempering of expectations suggest the stock may currently be in a holding pattern.
Following AMD's aftermarket trading decrease of 8% subsequent to reporting a September quarter that met expectations and a December quarter EPS forecast that fell short by 10%, the outlook remains positive. This perspective is based on the belief that the company is progressively cementing its position as the second-leading supplier of merchant accelerator solutions.
Here are the latest investment ratings and price targets for $Advanced Micro Devices (AMD.US)$ from 17 analysts:
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美東時間10月30日，多家華爾街大行更新了$美國超微公司 (AMD.US)$的評級，目標價介於169美元至220美元。
摩根士丹利分析師Joseph Moore維持持有評級，並將目標價從178美元下調至169美元。
摩根大通分析師Harlan Sur維持持有評級，維持目標價180美元。
美銀證券分析師Vivek Arya維持買入評級，維持目標價180美元。
花旗分析師Christopher Danely維持買入評級，維持目標價210美元。
巴克萊銀行分析師Thomas O'Malley維持買入評級，並將目標價從180美元下調至170美元。
此外，綜合報道，$美國超微公司 (AMD.US)$近期主要分析師觀點如下：
AMD的營業收入指導與預期一致，雖然一些投資者可能感到失望，認爲數據中心之外的業務不再拖累表現，但整體敘事仍然積極。短期內，股票可能會有限的波動，人們擔心2025年可能代表公司人工智能計劃的過渡階段。
AMD最近的收益令人滿意，然而，由於遊戲利潤率降低，指導預期低於共識，根據一位分析師的說法。AMD預計MI300一段時間內可能對利潤率產生影響，這可能會影響股票的估值倍數。
該公司指出AMD最近的表現符合普遍預期，並對盈利後股價下跌表示一定驚訝。展望未來，該公司預計未來幾年對投資人工智能機會將至關重要，但建議當前的營收和盈利預測可能過於樂觀。
根據一位分析師的說法，AMD在客戶端部門的短期優勢和對第一季度的超季節性預測取得平衡，導致對2025年銷售前景的輕微調整。MI300的持續表現得到承認，但今年未來的具體指導缺失和預期的溫和化表明股票目前可能正處於持有模式。
繼AMD報告符合預期的9月季度和低於10%的12月季度每股收益預測後，在盤後交易中股價下跌8%後，展望依然積極。這種觀點是基於這樣一種信念，即公司正在逐步鞏固其作爲第二大商用加速器解決方案供應商的地位。
以下爲今日17位分析師對$美國超微公司 (AMD.US)$的最新投資評級及目標價：
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