AMD Guidance Misses: Will it Hit $130 This Time?

AMD's Q3 revenue grew by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted earnings per share came in at $0.92, in line with market expectations. However, the Q4 guidance fell short of expectations, dampening the enthusiasm surrounding AI chip demand. -------------------- What's your target price? Would you bottom AMD at $150 or lower prices? Will AMD drop to $130?

$Advanced Micro Devices(AMD)$ -11.7%r/wallstreetbets - AMD -6.08% YTD
$Advanced Micro Devices(AMD)$   Is AMD less promising than Intel? With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an
AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. This article will delve into AMD’s long-term outlook, exploring the factors that may shape its trajectory, from technological advancements to competitive pressures and market opportunities. 1. Product Portfolio and Innovation AMD has steadily expanded its product lineup, becoming a leader in CPUs, GPUs, and APUs for both personal computers and data centers. The company’s successful Ryzen and EPYC series processors hav
avatarAD2024
11-01
$Advanced Micro Devices(AMD)$  hold for long term if you believe AI is star performance in coming years.
avatarBarcode
11-01
$Advanced Micro Devices(AMD)$  🔺🅱️🆄🅻🅻🅸🆂🅷🔺 I am HODL down, love the 🚨📰🗞️🚨📰🗞️🚨 Cathie Wood and Ark Invest bought 111,080 shares of $AMD today! @Tiger_comments @Daily_Discussion @TigerWire @TigerStars @TigerPicks @TigerPM @TigerGPT 
avatarRexLim
11-01
$Advanced Micro Devices(AMD)$  trash stock can always get lower
Shorting AMD to 140 a weak report worth to try , fundamentally not a very good Semicon leader
$Advanced Micro Devices(AMD)$  This is now a good buy. AMD has fingers in several pies and is not a one trick pony. It may not have the spectacular returns of Nvidia but it is in a good position to leverage off the AI boom. Long term it is the clients like Google, Meta, Tesla etc that have to show a return on thier AI investment for the AI boom to bed in and become mainstream. Ultimately what do large sectors of the population spend thier money on. Food, fuel, travel, phones, computers, TVs, cars, cloths, housing, entertainment. What items listed here does AMD tick, computers & entertainment so at least it is attached to some big ticket consumer spending going forward.
Not for much longer.
avatarLimpc88
10-30
$Advanced Micro Devices(AMD)$  Is definitely a good entry opportunity!

Weekly Wealth Trends: Ways to capture this week's key trading opportunities?

Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks $Advanced Micro Devices(AMD)$ and $Alphabet(GOOG)$ AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem
Weekly Wealth Trends: Ways to capture this week's key trading opportunities?
avatarstripes
10-30
$Advanced Micro Devices(AMD)$   if AI is the future and AMD is the cloest competition to Nvidia, then its a matter of time before it recovers.

Why AMD is falling?

$Advanced Micro Devices(AMD)$ Q3 overall results, revenue & profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami
Why AMD is falling?
$Advanced Micro Devices(AMD)$ dips nearly 8% after guidance misses.Revenue increased by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted EPS: $0.92, in line with market expectations.Revenue and gross margin slightly misses guidance.Looking ahead, the company expects Q4 revenue to be approximately $7.5 billion, slightly lower than analyst forecast is $7.55 billion. Although the company currently anticipates that sales of AI accelerators will exceed $5 billion this year, up from a previous forecast of $4.5 billion, some analysts and investors have been hoping for higher sales figures. AMD's projected adjusted gross margin for the Q4 is also slightly below market expectations.In summary,

Option Movers|AMD Volume Surges 168%; Traders Bet on GOOGL Rising to $180 This Friday

Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: $Tesla(TSLA)$; $Nvidia(NVDA)$; $SoFi Technologies(SOFI)$; $AMD(AMD)$; $Trump Media & Technology(DJT)$ ; $Ford(F)$ ; $Pfizer(PFE)$ ;
Option Movers|AMD Volume Surges 168%; Traders Bet on GOOGL Rising to $180 This Friday
avatarIykyk
10-30
Nvidia is the best. Let's go
avatarGabe_
10-30
$Advanced Micro Devices(AMD)$ Earnings beat but still not enough. Expectations for this stock is so high and AMD needs to justify its high valuation by showing its insane growth and ability to capture market share. The Market clearly dislike this stock and AMD is not a market darling as compared to $NVIDIA Corp(NVDA)$   The post earnings sell-off seems justifiable but definitely an over-reaction. Q4 guidance forecasted to be at $7.5 billion as compared to $7.55 billion expected in revenue. There are much better opportunities out there and NVIDIA will be a better buy than AMD when its valuation is compared. However, AMD still stands a chance but I do not se
avatarKaiR
10-30
$Advanced Micro Devices(AMD)$  Very difficult. May be on par but won't be stellar. 
avatarKong123
10-30
My prefiction, revenue shall be surprise by +1% ~+ 2.2% , 6.73B, whereas EPS slightly below espectation of 0.41.
With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),$Advanced Micro Devices(AMD)$  and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need