On Oct 31, 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.
Goldman Sachs analyst Toshiya Hari maintains with a buy rating, and maintains the target price at $175.
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 adjusts the target price from $210 to $200.
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 while areas beyond Data Center are no longer seen as headwinds, this may lead to a mild sense of disappointment among investors. Nevertheless, the overarching narrative appears to remain intact. In the short term, the stock might experience limited price movement, and there is a concern that the year 2025 could represent a transitional phase for the company's AI narrative.
AMD reported satisfactory results, although guidance fell short of the consensus, influenced by reduced gaming margins. It's expected that the MI300 will have a dilutive effect on margins for a period, potentially impacting the stock's valuation multiple.
While the recent financial results were largely aligned with consensus and expectations, the post-earnings sell-off was somewhat unexpected. Looking ahead, the upcoming years are viewed as a period of investment, particularly in the AI sector. There is an opinion that some of the revenue and earnings forecasts may still be overly optimistic.
Near-term robustness in Client juxtaposes with a forecast for a more than seasonal first quarter, resulting in a slight moderation of the sales outlook for 2025. The MI300 consistently meets all expectations, but in the absence of specific guidance for the long term and with figures adjusting, the stock currently appears somewhat static.
AMD experienced a decrease of 8% in aftermarket trading subsequent to the announcement of its September quarter results, which met expectations, and a forecast for the December quarter that fell short by 10% regarding EPS. However, the perspective remains positive, with the belief that the company is steadily increasing its presence as a prominent supplier of merchant accelerator solutions.
Here are the latest investment ratings and price targets for $Advanced Micro Devices (AMD.US)$ from 21 analysts:
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美東時間10月31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。
高盛集團分析師Toshiya Hari維持買入評級，維持目標價175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，並將目標價從210美元下調至200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，儘管數據中心之外的領域不再被視爲風險因素，但這可能會引起投資者輕微失望。然而，總體敘事似乎仍然完整。短期內，該股可能會經歷有限的價格波動，並且有人擔心2025年可能代表該公司人工智能敘事的過渡階段。
AMD報告了令人滿意的業績，儘管指引未達到共識，受到降低遊戲利潤率的影響。預計MI300將在一段時間內對利潤率產生攤薄影響，可能影響股價的估值倍數。
儘管最近的財務結果基本符合共識和預期，但盈後賣壓有些出乎意料。展望未來，即將到來的幾年被視爲投資期，特別是在人工智能板塊。有人認爲一些營收和收益預測仍可能過於樂觀。
客戶端的近期強勢與更爲超出季節性的第一季度預測形成對比，導致2025年銷售前景略微放緩。MI300持續滿足一切預期，但在缺乏長期具體指引的情況下，並且數據在調整的情況下，該股目前看起來有些靜態。
AMD在宣佈9月季度業績後，隨後的盤後交易中經歷了8%的下跌，符合預期，並且12月季度的預測較EPS短缺10%。然而，展望依然積極，相信公司在穩步增強其作爲知名商用加速器供應商的地位。
以下爲今日21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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