companies / NASDAQ
Advanced Micro Devices
GPU + CPU designer. Owns the MI400/MI450 series spec, Pensando NIC/DPU silicon, and the Helios open-rack reference architecture.
近 30 天股價
最新估值
AMD full-company DCF using AMD 10-K FY2024 + Q1 2025 results, with MI400-series anchors applied as hard overrides on Data Center revenue in 2026 H2 (MI450: 50k units × $22k = ~$1.10B) and 2027 H1 (MI455X: 15k × $28k = ~$0.42B). Both anchors are flagged rumor-tier in the weilab DB. Base WACC ≈ 13.19% (Ke from CAPM rf 4.30% + β 1.65 × ERP 5.5%; debt weight only 2%). Terminal g = 3.0%. The model projects 5y revenue CAGR ~20% with Data Center leading (12.6B → ~47B by 2030), margin expansion from 49% → 59% gross and EBITDA margin landing ~38.5% terminal. Implied EV ~$157B, equity ~$160B, base implied share price $97.56. This is materially below the $449.44 reference, implying ~78% downside. The gap reflects (a) consensus pricing in 50%+ DC CAGR for many more years than our 5y window, and (b) WACC penalty from β 1.65. Confidence is low — the rumor-tier MI400 anchors only swing the model by ~$3–5/share, so the gap is structural (margin trajectory + terminal multiple), not anchor-driven. Sensitivity shows even the bullish corner (WACC 11.19%, g 4.0%) only reaches $135.97.
看歷史估值 →在 BOM 上的位置
- 1°Pensando Vulcano 800 AI NIC· 99%
- 1°Pensando Salina 400 DPU· 99%
- design_ownerMI450 GPU die· 99%
- design_ownerEPYC Venice CPU· 99%
- 1°Pensando Vulcano 800 AI NIC· 99%
- 1°Pensando Salina 400 DPU· 99%
- design_ownerMI455X GPU die· 99%
- design_ownerEPYC Venice CPU· 99%
- design_ownerUALink scale-up fabric· 99%
題材歸屬
財報 highlight
| 期別 | Revenue (USD) | EPS | 毛利率 | YoY | Source |
|---|---|---|---|---|---|
| 2026Q1 | $10.25B | — | 53.1% | +37.80% | yahoo-finance2 |
| 2025Q4 | $10.27B | — | — | — | yahoo-finance2 |
| 2025Q3 | $9.25B | — | — | — | yahoo-finance2 |
| 2025Q2 | $7.68B | — | — | — | yahoo-finance2 |
競爭對手
相關公司
在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。
新聞 timeline
- AMD - ADVANCED MICRO DEVICES INC - Fidelity Investments2026-06-13 · digital.fidelity.com
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded.
- Advanced Micro Devices, Inc. (AMD) | Business and Management | Research Starters | EBSCO Research2026-06-13 · ebsco.com
(AMD) is a prominent semiconductor and technology company founded in 1969 and headquartered in Sunnyvale, California. AMD specializes in manufacturing microprocessors, graphics processing units (GPUs), and solid-state drives, catering to consumer, commercial, and professional markets. The company operates through two main segments: the Computing and Graphics section, which is well-known for its microprocessors, and the Enterprise, Embedded, and Semi-Custom segment, which serves various industries, including gaming and medical devices. Despite being a significant player in the tech industry, AMD holds a smaller market share compared to its main competitor, Intel. The company has a history of innovation and expansion, including crucial acquisitions like the Canadian graphics company ATI and
- Advanced Micro Devices, Inc. (AMD) Stock Price, News, Quote ...2026-06-13 · finance.yahoo.com
[Stocks](https://finance.yahoo.com/markets/stocks/). 1. [Most active](https://finance.yahoo.com/markets/stocks/most-active/). 4. [Trending](https://finance.yahoo.com/markets/stocks/trending/). 5. [Highest dividend](https://finance.yahoo.com/markets/stocks/highest-dividend/). [Unusual volume](https://finance.yahoo.com/markets/stocks/unusual-volume-stocks/). 3. [Private companies](https://finance.yahoo.com/markets/private-companies/highest-valuation/). 1. [52 week gainers](https://finance.yahoo.com/markets/private-companies/52-week-gainers/). 2. [Recently funded](https://finance.yahoo.com/markets/private-companies/recently-funded/). 3. [Most funded](https://finance.yahoo.com/markets/private-companies/most-funded/). [### Why AMD Stock Crushed it on Thursday](https://finance.yahoo.com/markets/
- About AMD2026-06-13 · amd.com
###### Business Systems. ###### Personal & Gaming. ###### Embedded. ###### GPU Accelerators. ###### Adaptive Accelerators. ###### Graphics Tools & Apps. ###### GPU Accelerator Tools & Apps. ###### Gaming & Personal Computing. ###### Processors & Graphics. ###### Accelerators. ###### Embedded Products. ###### Adaptive & Embedded Computing. AMD is the high performance and adaptive computing leader, powering the products and services that help solve the world’s most important challenges. Our technologies advance the future of the data center, embedded, gaming and PC markets. AMD has grown into a global company setting the standard for modern computing, with many important industry firsts and major technological achievements along the way. High performance and adaptive computing is transformin
- AMD - Wikipedia2026-06-13 · en.wikipedia.org
# AMD. | Image of AMD's headquarters located in Santa Clara, California Headquarters in Santa Clara, California, in 2020 | |. | Products | * AMD CPUs * AMD GPUs * AMD FPGAs |. **Advanced Micro Devices, Inc.** (**AMD**) is an American multinational semiconductor company headquartered in Santa Clara, California. AMD's main products include microprocessors, embedded processors, and graphics processors for servers "Server (computing)"), workstations, PCs, and embedded system applications, as well as chipsets for motherboards. The company has also expanded into new markets, such as data centers, gaming, and high-performance computing. AMD's processors are used in a wide range of computing devices, including PCs, servers, laptops, and gaming consoles. The company's early products were primarily