$Advanced Micro Devices(AMD)$ UBS raised their AMD price target to $730 from $700, keeping a Buy rating, off the back of what they picked up from AMD's AI Day.
$30 X 40pe = $1200
$30 X 50pe = $1500
Financial Projections and Forecasts
- 2027 Server CPU Revenue: Projected at about $35 billion.
- 2028 Server CPU Revenue: Expected to reach roughly $60 billion.
- 2027 Data Center GPU Revenue: Estimated at around $44 billion.
- Earnings Per Share (EPS): Projected at roughly $19 for calendar 2027 and approaching $30 for calendar 2028.
Key Growth Drivers
- Server CPU Outlook: Stronger market share, robust CPU roadmaps, and high profit margins outperforming the corporate average.
- Supply Visibility: Improved supply-chain expectations and capital expenditure trends supporting broader data center expansion.
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