Goldman Sachs analyst Toshiya Hari maintains $Advanced Micro Devices (AMD.US)$ with a hold rating, and sets the target price at $129.
According to TipRanks data, the analyst has a success rate of 65.9% and a total average return of 28.2% 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 maintains a positive view on the company's potential to increase its market share against competitors in the x86-based compute segment, covering PCs and traditional servers. However, concerns are rising regarding the emergence of Arm-based custom central processing units and the intense competition in accelerated computing, which could impact the company's revenue growth compared to its peers. This scenario may also lead to higher expenditure for the company and affect its stock valuation.
Looking ahead to 2025, optimism surrounds the PHLX Semiconductor Sector (SOX) following a 19% growth in 2024. The sector is expected to continue benefiting from advancements in artificial intelligence, custom silicon, and connectivity, with notable improvements also projected for memory and storage due to AI applications. However, challenges in the automotive segment might affect analog components. Key players expected to lead the sector include companies specializing in various semiconductor and technology segments.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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高盛集團分析師Toshiya Hari維持$美國超微公司 (AMD.US)$持有評級,目標價129美元。
根據TipRanks數據顯示,該分析師近一年總勝率為65.9%,總平均回報率為28.2%。
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:
該公司對該公司在基於x86的計算領域(涵蓋個人電腦和傳統服務器)中增加競爭對手的市場份額的潛力持積極看法。但是,人們越來越擔心基於ARM的定製中央處理器的出現以及加速計算領域的激烈競爭,這可能會影響該公司與同行相比的收入增長。這種情況還可能導致公司支出增加並影響其股票估值。
展望2025年,繼2024年增長19%之後,對PHLX半導體行業(SOX)持樂觀態度。預計該行業將繼續受益於人工智能、定製芯片和連接的進步,由於人工智能的應用,預計內存和存儲也將出現顯著改善。但是,汽車領域的挑戰可能會影響模擬組件。預計將引領該行業的主要參與者包括專門從事各種半導體和技術領域的公司。
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