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Posted by
Two Blokes Apr 21 -
Filed in
Stock
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5 views
I reiterate a "Buy" rating on Advanced Micro Devices, Inc. with a fair value of $104 per share, driven by strong growth in EPYC and Ryzen processors. AMD's Ryzen 9000, utilizing Zen 5 architecture, has captured 70% of the desktop power processor market, competing effectively with Intel's 15th Gen. Anticipate 25% revenue growth for FY25, driven by data center segment growth (35%) and client segment growth (30%), despite $800M impact from export controls.
