Why AMD Stock Is Headed for $100

The Street2021-07-20

AMD shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition. During periods of market volatility and ...

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精彩评论

sentosa
2021-07-22
sentosa
Will be soon
NgKenny
2021-07-21
NgKenny
Good
- UNCLEUNCLE:
  I see
KVCGTan
2021-07-20
KVCGTan
Time to buy in? Pls like
masran
2021-07-20
masran
like pls
TripleWin
2021-07-20
TripleWin
Buy?
- TripleWin:
  Yes
- vic78:
  hmm...
carceng
2021-07-20
carceng
Please like and comment thank you
- WildFoE:
  Done
- CMK30:
  Ok

发表看法

105

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With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.\nFor confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.\nThis top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.\nGiven that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.\nGaining Market Share from Intel\nA few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(INTC).\nHowever, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.\nAMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.\nThe key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.\nThat means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing (TSM) to create its cutting-edge chips instead of handling the manufacturing itself.\nIntel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.\nIt’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.\nAny further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.\nXilinx Acquisition a Potential Game-Changer\nHigh-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx (XLNX) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.\nThe deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.\nThere’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.\nThe deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.\nAlthough this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.\nWhile AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":172645715,"gmtCreate":1626960994737,"gmtModify":1633769365179,"author":{"id":"3586496569555403","authorId":"3586496569555403","authorIdStr":"3586496569555403","name":"sentosa","avatar":"https://static.tigerbbs.com/38bcd9864ecb6b17ff9516da7db00132","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586496569555403"},"htmlText":"Will be soon","listText":"Will be soon","text":"Will be 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