Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst

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Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst

TipRanks2022-07-03

Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...

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BentoBox
·2022-07-04
[Surprised]
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hohok
·2022-07-04
Ok
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1
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hphoa
·2022-07-04
Ok..
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1
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Sphere
·2022-07-04
It's time to buy more with such attractive price
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3
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ccwee
·2022-07-04
read
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4
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Vincent1968
·2022-07-04
Okie
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FattyBull
·2022-07-04
Nice
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ChinSiang
·2022-07-04
Ok
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5
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Cedric77
·2022-07-04
The world economy has experienced four global recessions over the past seven decades: in 1975, 1982, 1991, and 2009. Generally, it last from 10 to 18mths! A good reference on when tou shld start your DCA! Hope it helps!
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Hkh
·2022-07-04
Ok
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Chitz
·2022-07-04
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andrew123
·2022-07-04
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phantom74
·2022-07-04
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ML808
·2022-07-04
Cool
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ASMH
·2022-07-04
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SCLIEW
·2022-07-04
666
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Wei hao ale
·2022-07-04
Ok
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InvisibleP
·2022-07-04
Ok
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AngelaChan
·2022-07-04
Interesting
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Jon Yeo
·2022-07-04
Thkq
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That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","article_id":"2248823811","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1606183248679","url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","pubTimestamp":1656815782,"sourceInfo":{"source_id":"lsy1606183248679","name":"TipRanks"},"weMediaInfo":null,"summary":"Is the world moving towards a global recession? 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That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047698244,"gmtCreate":1656903715888,"gmtModify":1676535913532,"author":{"id":"3581844295426037","authorId":"3581844295426037","name":"hohok","avatar":"https://static.tigerbbs.com/b9ae72338572431c58f911b40ae0f930","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047698244","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047602487,"gmtCreate":1656902649249,"gmtModify":1676535913340,"author":{"id":"3578790486524477","authorId":"3578790486524477","name":"hphoa","avatar":"https://community-static.tradeup.com/news/28a11e936497493af7ee5ccdc32238a3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok..&nbsp;","listText":"Ok..&nbsp;","text":"Ok..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047602487","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047173910,"gmtCreate":1656894064230,"gmtModify":1676535910310,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":0},"htmlText":"It's time to buy more with such attractive price","listText":"It's time to buy more with such attractive price","text":"It's time to buy more with such attractive price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047173910","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047147108,"gmtCreate":1656893953104,"gmtModify":1676535910264,"author":{"id":"3581829959470650","authorId":"3581829959470650","name":"ccwee","avatar":"https://static.tigerbbs.com/652d99331e3c23c682d7e58cfc9f6544","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047147108","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047125297,"gmtCreate":1656892858819,"gmtModify":1676535909743,"author":{"id":"3586393315819735","authorId":"3586393315819735","name":"Vincent1968","avatar":"https://community-static.tradeup.com/news/7f106edb1e06baf3c68462c050422f46","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Okie&nbsp;","listText":"Okie&nbsp;","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047125297","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047162841,"gmtCreate":1656892246783,"gmtModify":1676535909500,"author":{"id":"4115527649974162","authorId":"4115527649974162","name":"FattyBull","avatar":"https://community-static.tradeup.com/news/373415101d06ff7417c1853d1330e794","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":3,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047162841","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047117779,"gmtCreate":1656891529291,"gmtModify":1676535909061,"author":{"id":"3558227267679552","authorId":"3558227267679552","name":"ChinSiang","avatar":"https://static.tigerbbs.com/f0bc36d4e7d4a75a4919f6090d283238","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047117779","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047132013,"gmtCreate":1656890862132,"gmtModify":1676535908751,"author":{"id":"3575196385895354","authorId":"3575196385895354","name":"Cedric77","avatar":"https://static.tigerbbs.com/e5ee082b05004f20d3486afedee30814","vip":1,"crmLevel":4,"crmLevelSwitch":1},"htmlText":"The world economy has experienced four global recessions over the past seven decades: in 1975, 1982, 1991, and 2009.&nbsp;Generally, it last from 10 to 18mths! A good reference on when tou shld start your DCA! Hope it helps!","listText":"The world economy has experienced four global recessions over the past seven decades: in 1975, 1982, 1991, and 2009.&nbsp;Generally, it last from 10 to 18mths! A good reference on when tou shld start your DCA! Hope it helps!","text":"The world economy has experienced four global recessions over the past seven decades: in 1975, 1982, 1991, and 2009. Generally, it last from 10 to 18mths! A good reference on when tou shld start your DCA! Hope it helps!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047132013","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047198758,"gmtCreate":1656890028074,"gmtModify":1676535908448,"author":{"id":"3581394154076658","authorId":"3581394154076658","name":"Hkh","avatar":"https://static.tigerbbs.com/43be312bb9a7937890db2b30b590158c","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047198758","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047193802,"gmtCreate":1656889868506,"gmtModify":1676535908390,"author":{"id":"3574934277926519","authorId":"3574934277926519","name":"Chitz","avatar":"https://static.tigerbbs.com/988984eee397d7e772b978815d9b162e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047193802","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047377524,"gmtCreate":1656888981268,"gmtModify":1676535908111,"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://community-static.tradeup.com/news/f3e049e64de259e717c6e652c0aca653","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047377524","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047375112,"gmtCreate":1656888805536,"gmtModify":1676535908046,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047375112","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047376462,"gmtCreate":1656888688456,"gmtModify":1676535907946,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":4,"crmLevelSwitch":0},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047376462","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047378993,"gmtCreate":1656888591212,"gmtModify":1676535907914,"author":{"id":"3586939439858903","authorId":"3586939439858903","name":"ASMH","avatar":"https://static.tigerbbs.com/c8c22c3127769d9bb7b4e8d291d98433","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047378993","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047371068,"gmtCreate":1656888526154,"gmtModify":1676535907884,"author":{"id":"4092970777728640","authorId":"4092970777728640","name":"SCLIEW","avatar":"https://static.tigerbbs.com/5da553e4d3d35db75d1caae023ca8a03","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047371068","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047373605,"gmtCreate":1656888469907,"gmtModify":1676535907884,"author":{"id":"3585987326581225","authorId":"3585987326581225","name":"Wei hao ale","avatar":"https://static.itradeup.com/news/bf25d6e6b7e53177a8d0ce9ea759ae49","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047373605","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047342682,"gmtCreate":1656887865546,"gmtModify":1676535907745,"author":{"id":"3585470994468822","authorId":"3585470994468822","name":"InvisibleP","avatar":"https://static.itradeup.com/news/13510d2c4ac014319931fb49792d17eb","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047342682","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047341829,"gmtCreate":1656887480661,"gmtModify":1676535907672,"author":{"id":"3581927959461394","authorId":"3581927959461394","name":"AngelaChan","avatar":"https://static.tigerbbs.com/89cd9fc4748e9cc19bd2df211f8ced9c","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047341829","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9047328995,"gmtCreate":1656884810617,"gmtModify":1676535907193,"author":{"id":"4111019747791622","authorId":"4111019747791622","name":"Jon Yeo","avatar":"https://community-static.tradeup.com/news/f7a43dd53c460220abb83c11b54a7031","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"Thkq","listText":"Thkq","text":"Thkq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047328995","repostId":2248823811,"repostType":4,"repost":{"id":"2248823811","pubTimestamp":1656815782,"share":"https://www.laohu8.com/m/news/2248823811?lang=&edition=full","pubTime":"2022-07-03 10:36","market":"us","language":"en","title":"Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2248823811","media":"TipRanks","summary":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Stre","content":"<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds to Persist for AMD Stock, but the Stock Is Too Cheap to Ignore, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/headwinds-to-persist-for-amd-stock-but-the-stock-is-too-cheap-to-ignore-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248823811","content_text":"Is the world moving towards a global recession? That looks like a real possibility and one Wall Street analyst is already convinced that is the case. But along with believing a global recession is around the corner, Northland’s Gus Richard also thinks that, in general, semiconductor companies' estimates are “too high.” Now the 5-star analyst has been making some tweaks to his model for one of the segment’s giants.On the one hand, to account for a global recession, Richard has cut $2.8 billion out of his CY23 revenue forecast for Advanced Micro Devices (AMD). There are lowered estimates for PC CPUs, GPUs, Xilinx, and gaming consoles. Given AMD in servers CPUs is at the “top of the stack,” Richard believes AMD will see “little impact” on this business in CY23, and server revenue has been left as is.Richard now sees PC CPU revenue falling by 6% next year, while GPU revenue will drop by 7%. Put together, this will see CPU and GPU revenue falling by $675 million year-over-year. On an “apples-to-apples comparison,” Richard expects Xilinx revenue to drop by 6% although Xilinx was acquired in the middle of Q1 and therefore Richard anticipates AMD's Xilinx revenue will rise by $250 million in 2023. Game console revenue is anticipated to climb 8% higher in CY23 – or by $400 million - but there is still a $740 million trim to the prior estimate.What does it all mean for investors? Richard slightly lowered his price target for AMD stock from $97 to $95, suggesting shares have room for 29% growth in the year ahead.The interesting part is that along with the slashing of prior estimates, there is also a rating upgrade - from Market Perform (i.e. Neutral) to Outperform (i.e. Buy). And there’s a simple explanation why.Since peaking last November, AMD has seen “significant multiple compression” with the shares down 54% since. “Shares are trading at 16x our CY23 estimates versus 32x our consensus CY23 estimate at the beginning of CY22,” Richard explained. “We believe macro headwinds are now in our estimates and the share price.” According to the rest of the Street, Richard's objective is a conservative one; at $133.38, the average target suggests shares will soar 81% in the year ahead. All in all, the stock has a Moderate Buy consensus rating, based on 16 Buys vs. 9 Holds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1133,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}