Target Price for AMD & SMCI After Earnings?

AMD's first-quarter performance exceeded expectations, with a significant surge in data center revenue. However, the company's revenue guidance is weak. While SMCI raised its full-year profit forecast, its stock performance was extremely volatile. Initially, it rose by over 10% on optimistic expectations, but then rapidly dropped by nearly 12% due to market concerns. Such drastic fluctuations may reflect investors' worries about the sustainability of profits. ------------------------ What's your target price for AMD & SMCI?

Analyzing AMD and SMCI Post-Earnings: Target Prices and Future Prospects Introduction Advanced Micro Devices (AMD) and Super Micro Computer Inc. (SMCI) are key players in the semiconductor and high-performance computing industries. Both recently announced their earnings, shedding light on their financial health and future prospects. Let's delve into their earnings reports and assess the target prices for these tech giants. AMD (Advanced Micro Devices) AMD, a leader in the semiconductor industry, recently released its earnings report. Highlights include: 1. Revenue Growth: Although AMD experienced some revenue growth, it fell short of analyst expectations due to market volatility and macroeconomic headwinds. 2. Product Portfolio: The company reported strong demand for its EPYC server proces
Keep your own stock!
avatarJaidos
05-04
Wow so awesome and amazing
avatarSidh
05-03
Day by day down but i am unstoppable 
The intrinsic value of Super Micro Computer Inc. (SMCI) is estimated to be $791.93 per share, based on the Discounted Cash Flows (DCF) model ¹. Here are some other key points about SMCI's valuation: - *Upside*: The current market price of $858.80 per share is higher than the intrinsic value, indicating a potential downside of 7.8%. - *Range*: The estimated intrinsic value range is between $533.84 and $1,616.54 per share. - *Valuation Summary*: The DCF model takes into account various factors, including growth rate, discount rate, and cash flows, to estimate the intrinsic value. - *Key Valuation Metrics*: The market capitalization is $50,282.74 million, beta is 2.51, and the enterprise value is $49,932.71 million. - *Discount Rate*: The cost of equity is 7.80%, and the cost of debt is 5.16%
It maybe going down. Long term going up though
Looking at the trend developed since the war fear took place two weeks ago, market has since then built a higher high higher low across timeframe and index, and is holding its breath at the potential higher low here, the earning impact from amazon and amd should not shake the market much unlikely google and Microsoft last week as the market is in the progress of repairing it from the war fear sell off with the building of higher high higher low, if there is any big movement post market tonight and slip through tomorrow pre opening, I would prefer it be repaired and back choppy zone and wait for fomc for more neutral pre-fomc position, if the gap does not repaired at created another higher high or new lower low, it will put us into a handicapped position for risk and reward for swing a
avatarbmng
04-30
AMD coming this earnings  estimates will be great as AI still looking good for the near future 
avatarMrzorro
04-30
AMD Earnings: The Quarter Could Be Tough, but the AI Future Looks Bright $Advanced Micro Devices(AMD)$   is expected to show only modest growth when the chip maker report's March quarter results on Tuesday afternoon. As Intel's results last week demonstrated, demand for PC and non-AI data center processors remains soft. But investor focus when it comes to AMD shares isn't this quarter. The market is focused on the substantial long-term potential for AI-provided riches as the chip maker takes on $NVIDIA Corp(NVDA)$   with a new line of GPUs for artificial intelligence training and inference workloads. Late last week, 
avatarMrzorro
04-30
Super Micro Earnings Will Test the Highflying Stock. The Focus Is On AI $SUPER MICRO COMPUTER INC(SMCI)$   remains the year's best-performing technology stock, with a gain of 200% -- and the stock has rallied 700% over the past 12 months. That huge gain reflects Super Micro's position as one of a handful of companies providing customers with AI servers based on $NVIDIA Corp(NVDA)$  's GPUs, along with $Dell Technologies Inc.(DELL)$  , $Hewlett Packard Enterprise (HPE.US)$, and Lenovo. Each of those companies are benefiting from the trend, but Super Micro is the primary pure play. Investors have flocked to the st

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avatarKSR
04-29
Whatever the results are going to show, surely short term. Surely these chips are so much in demand. If not this week. In days, weeks, months or years to come, they are always going to be in demand. These chips are need of today and the future ahead. 
avatarNXT4
04-29
What's your recommendation for amd 
avatarGazem1
04-29
Micro computer systems are hitting it big 
Ready for a Bumpy Ride with AMD and SMCI? Navigating the Volatile Landscape of Tech Stocks Introduction In the fast-paced world of technology stocks, Advanced Micro Devices (AMD) and Super Micro Computer, Inc. (SMCI) have emerged as significant players. As we enter a period of economic uncertainty and rapid technological advancement, investors are bracing themselves for a potentially bumpy ride. This article explores the challenges and opportunities that lie ahead for these two tech giants. AMD: Innovating Through Turbulence Advanced Micro Devices, better known as AMD, has long been a powerhouse in the semiconductor industry. With its cutting-edge processors and graphics units, AMD has been at the forefront of technological innovation. However, the road has not been without its bumps. Mark
Replying to @Aqa:[Like] [Like] [Like]//@Aqa:Vote how AMD will close on Wed 1 May. Thanks @icycrystal @GoodLife99
avatarPatmos
04-29
Buy AMD have new chip in development buy price exceeds NAVIDA
🐯, come vote for $Advanced Micro Devices(AMD)$ before 04:00 on 1 May 2024 [smile]
Seems like Ai is taking over. Soon even televisions will have ai.
avatarkjy
04-29
👍👍👍👍👍