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的營業收入指引符合預期，儘管一些投資者可能感到有些失望，數據中心之外的領域不再拉低業績，但整體敘事仍然積極。短期內，股票可能會經歷有限波動，2025年可能代表公司人工智能計劃的過渡階段令人擔憂。
AMD最近的收益令人滿意，然而，由於遊戲利潤率下降，指引低於共識，根據一位分析師的說法。AMD預計MI300將在一段時間內對利潤率產生消極影響，這可能影響股票的估值倍數。
該公司指出，AMD最近的表現符合一般預期，並對盈餘後股價下滑表達一些驚訝。展望未來，該公司預計未來幾年對人工智能機會的投資將至關重要，但暗示目前的營收和盈利預測可能過於樂觀。
根據一位分析師，AMD在客戶部門的短期實力與預計超出季節性的第一季度之間形成平衡，導致2025年的銷售前景略微放緩。MI300的穩健表現得到確認，但對於未來一年的具體指引的缺失和預期的降溫表明，該股目前可能處於持有模式。
在AMD報告符合預期的9月季度和12月季度EPS預測不及預期10%後，盤後交易下跌8%之後，展望依然積極。這一觀點基於這樣一種信念，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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