Advanced Micro Devices Inc.

Advanced Micro Devices is a semiconductor company. The company primarily provides: x86 microprocessors, as standalone devices or as incorporated into an accelerated processing unit (APU), chipsets; discrete and integrated graphics processing units (GPUs), and professional GPUs; and server and embedded processors and semi-custom System-on-Chip (SoC) products and technology for game consoles. The company also licenses portions of its intellectual property portfolio. The company has two segments: Computing and Graphics, which consists of desktop and notebook processors, and chipsets; and Enterprise, Embedded and Semi-Custom, which consists of discrete and professional GPUs.
  • TickerAMD
  • ISINUS0079031078
  • ExchangeNASDAQ Stock Market
  • SectorTechnology Hardware & Equipment
  • CountryUnited States

Analysts

Angelo Zino

Advanced Micro Devices, Inc.

Valens Research

Valens Equity Insights and Inflections - 2019 10 15

TECD currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 10.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 18% in 2019 to 8% in 2024, accompanied by 2% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 17% by 2021, accompanied by 1% Uniform Asset shrinkage. Additionally, management is confident about their recent profitability trends and about the strength of their cloud business. Current valuations appear to be pricing ...

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

Advanced Micro Devices, Inc.: Update following upgrade to Ba2, Outlook positive

Improving execution and product traction supporting better credit profile

Moody's upgrades Advanced Micro Devices' CFR to Ba2 and senior unsecured rating to Ba3; outlook positive

Rating Action: Moody's upgrades Advanced Micro Devices' CFR to Ba2 and senior unsecured rating to Ba3; outlook positive. Global Credit Research- 13 Sep 2019. New York, September 13, 2019-- Moody's Investors Service upgraded Advanced Micro Devices, Inc.' s corporate family rating to Ba2 from Ba3 and senior unsecured rating to Ba3 from B1.

Advanced Micro Devices, Inc. - June 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Advanced Micro Devices, Inc. - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Advanced Micro Devices, Inc. - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Angelo Zino

Advanced Micro Devices, Inc.

Valens Research

Valens Equity Insights and Inflections - 2019 10 15

TECD currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 10.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 18% in 2019 to 8% in 2024, accompanied by 2% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 17% by 2021, accompanied by 1% Uniform Asset shrinkage. Additionally, management is confident about their recent profitability trends and about the strength of their cloud business. Current valuations appear to be pricing ...

Angelo Zino

Advanced Micro Devices, Inc.

Matthew Bryson

Last Week In Hardware - US/China Uncertainty Continues

2 directors sold/sold after exercising options

Two Directors at Advanced Micro Devices Inc sold/sold after exercising options 178,500 shares at between 30.690USD and 30.990USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading...

Alastair Jones ...
  • Chris Hoare
  • James Ratzer
  • Jin Yoon
  • Jonathan Chaplin
  • Pierre FerraguÊ
  • Russell Waller

New Street: BT, BABA, NOK, AAPL, AMD, ENTEL, KDDI, ELISA, OPTUS, SKT, KPN, TNOR,

Global TMT headlines: BT (Buy): Strong set of Q3 results – guidance now looks conservative to us. Alibaba (Buy) FY3Q19 Results: Feed Recommendation May Be Closer to Launching but Near-Term Revenue Deceleration Expected Nokia (Neutral): Good revenues momentum and Gross Margins recovery in the core business. We remain cautious on revenue growth in coming years. Apple (Neutral) 1FQ19: Macro is a small portion of the problem – thesis playing out in full. AMD (Sell) 4Q18 Wrap-up: Quarter in-line, 1Q guide 15% below, FY guide above. Entel (Neutral) reported Q4s last night. Revenue was bro...

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Global TMT headlines: AMD (Sell) Heads Up. VZ (Neutral) 4Q18 Heads Up. Japanese telcos; iPhone Air-pocket – history repeats? Positive for Japanese EBITDA. US 28GHz Auction Ends At Uninspired $703MM; Why the 24GHz Auction Might Be More Interesting. Huawei charged in the US; Pressure on Chinese telcos rising. UI/DRI – German auction credibility building goes on. Capex/auction concerns overblown. Failure to launch: TPG says it won’t build a 4th mobile network in Australia. DTAC (Reduce): Another weak quarter – lack of detailed guidance a concern. LG Uplus (Reduce) Q418 results: W...

Chris Hoare ...
  • Pierre FerraguÊ

Global TMT: AMD, Thai Telcos, Spark

Global TMT headlines: AMD – Further downside risk in 2019: Server remain tiny while GPU & console hurt. Thai Mobile; Outstanding liabilities for the industry to CAT/TOT. Spark New Zealand 2019 outlook, better priced now it has better command of cash earnings.

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

ValuEngine Rating and Forecast Report for AMD

MarketLine Department

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Summary Marketline's MediaTek Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by MediaTek Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlig...

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MarketLine Department

Intel Corp - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

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Dave Nicoski ...
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Vital Signs: Actionable charts

Key Points: • A number of Restaurant names are staging price and RS reversals or continue to have bullish formations. (ex. CHUY, JACK, CMG) • There are a few healthcare related names that continue to be bright spots and reflect leadership. (ex. CUTR, TFX, BSX, SYK, ADUS, CHE, COO, WST, TRHC, HUM, AMGN, PBH, MRK, and ZTS.) • REITs continue to show leadership characteristics' as many are hitting price and RS highs. (ex. OHI, SBRA, ESS, IRT, and MAA)

Dave Nicoski ...
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The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern. Sending the generals into battle often ends up with no more leaders. Our view of the markets is to deploy a barbell approach of growth and safety. While growth continues to outperform, it does so without the small-caps. Meanwhile utilities and staples continue to march just behind the growth areas of the market, and have been unable to reach new RS highs since the December decline. In this report we detail our investment thesis and outlook for U.S. equi...

Dave Nicoski ...
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Vermilion Compass: Weekly Equity Strategy

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Dave Nicoski ...
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Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
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Vermilion Compass: Weekly Equity Strategy

Global growth synchronization, round two? The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. Below we highlight a number of recent developments, including improving markets in Europe which may give rise to a global growth synchronization theme. As markets improve in Europe and in EM countries, U.S. markets in turn should get a tailwind from improved conditions overseas under the idea that a rising tide lifts all boats. • The USD remains below key resistance. We believe the DXY's inability to break above 97.70 should contin...

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