KeyBanc analyst John Vinh maintains $Advanced Micro Devices (AMD.US)$ with a buy rating, and adjusts the target price from $220 to $150.
According to TipRanks data, the analyst has a success rate of 58.3% and a total average return of 19.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Advanced Micro Devices (AMD.US)$'s main analysts recently are as follows:
The firm remains optimistic about the company's prospects of gaining market share from its competitor in the x86-based computing segment across PCs and traditional servers. However, there is growing concern that the emergence of Arm-based custom central processing units, along with increasing competition in accelerated computing, may impede the company's revenue growth in comparison to its peers. This scenario is expected to increase the company's expenditure and impact its stock valuation, as market confidence in the company's future growth and profit margins is awaited.
It is suggested that demand for MI325 has been somewhat disappointing due to only marginal performance upgrades compared to MI300, and significant expectations for MI3XX in 2025 are heavily reliant on the performance of the China-specific MI308 model. Excluding MI308, growth prospects for MI3XX GPUs in 2025 appear limited. Future revenue forecasts from data center GPUs in 2025 have been adjusted to $10 billion to account for a greater proportion of lower ASP models from China and reduced expectations from the Embedded segment, anticipating only a partial recovery in the first half of 2025. Although the AI trajectory for AMD might seem underwhelming at present, the situation is expected to be short-lived. There is optimism that the upcoming MI355 in the latter half of the year will bolster AMD's competitiveness and significantly contribute to growth in 2026.
The firm adjusted its forecasts for AMD, aligning its Q1 2025 estimates with consensus, primarily due to anticipated seasonal variations in server CPU and Embedded business.
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KeyBanc分析師John Vinh維持$美國超微公司 (AMD.US)$買入評級,並將目標價從220美元下調至150美元。
根據TipRanks數據顯示,該分析師近一年總勝率為58.3%,總平均回報率為19.9%。
此外,綜合報道,$美國超微公司 (AMD.US)$近期主要分析師觀點如下:
該公司對其在x86架構計算領域(包括個人電腦和傳統服務器)從競爭對手那裏獲得市場份額的前景保持樂觀。然而,隨着基於Arm的定製中央處理器的出現,以及在加速計算領域競爭的加劇,人們愈發擔心這可能會阻礙公司與同行相比的營業收入增長。預計這一情況將增加公司的支出並影響其股權估值,因爲市場對公司未來增長和利潤率的信心正在等待中。
由於與MI300相比MI325的性能升級僅有微小差距,因此對MI325的需求被認爲有些令人失望,而對2025年MI3XX的重大期望嚴重依賴於專爲中國市場設計的MI308型號的表現。若不考慮MI308,MI3XX GPU在2025年的增長前景似乎有限。對於2025年數據中心GPU的未來營業收入預測已調整爲100億,考慮到來自中國的低ASP型號佔比提升,及對嵌入式領域的預期減少,預計2025年上半年只會有部分恢復。儘管目前AMD的人工智能軌跡可能看起來乏善可陳,但這一情況預計將是短暫的。樂觀的觀點認爲,下半年即將推出的MI355將增強AMD的競爭力,並對2026年的增長產生顯著貢獻。
該公司調整了對AMD的預測,將其2025年第一季度的估計與普遍共識對齊,這主要是由於對服務器CPU和嵌入式業務的季節性變動的預期。
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