Advanced Micro Devices (AMD) is back in the spotlight as reports confirm the company is in early talks to diversify its chip manufacturing through a potential partnership with Intel’s foundry business. In addition, AMD is expanding its AI reach by collaborating with IBM to deploy Instinct MI300X GPUs on IBM Cloud for large-scale model training, and is also deepening ties with Cohere for broader enterprise and government AI offerings.
See our latest analysis for Advanced Micro Devices.
All of this comes as AMD rides a wave of excitement across the semiconductor sector, with recent reports about manufacturing diversification and AI partnerships injecting fresh momentum into its shares. Although its growth hasn’t matched some of its peers, a strong 3-year total shareholder return of 150% underscores how AMD’s story is still very much one of long-term progress, especially as investors weigh the company’s role in the ongoing AI supercycle and the push for resilient US chip infrastructure.
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With so many strategic moves fueling investor optimism, the real question now is whether AMD’s latest surge still leaves room for value seekers or if the market has already priced in the next chapter of growth.
According to the most widely followed narrative, Advanced Micro Devices’ fair value is pegged well above the current share price, suggesting strong upside if growth targets come through. The stage is set for a high-conviction growth story, anchored by bold financial assumptions and bullish outlooks.
*“Now when you look at AMD in value not considering its growth potential you would probably find its value to land between $130 and $100 with its intrinsic value roughly coming to $101.87. However, in the next year to two AMD’s growth is going to start running off the charts.”*
Read the complete narrative.
Curious what fuels this sky-high valuation? The core of this narrative lies in extremely aggressive revenue growth and profit margin forecasts, paired with expectations of future efficiency gains. Want to see which specific assumptions are shaping the projection and why this price target might defy the sector’s usual limits? Unlock the full narrative to find out.
Result: Fair Value of $290.64 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, slower-than-expected AI ramp or supply chain setbacks could quickly undermine these bullish growth assumptions and weigh on AMD’s share performance.
