42Stockpicking

AMD

Advanced Micro DevicesExit· 100%· 29. jul. 2026
NASDAQ·Technology·USD

Henter pris…

Værdiansættelse (TTM)

P/Ei
177,2
92nd %ile · 72p
EV/EBITDAi
P/Bi
12,2
54th %ile · 67p
P/Si
EV/Salesi
Div yieldi

Kursudvikling

Pris

Data-readiness

10 års prishistorik er idealet for høj confidence.

Beregnet 23.8.2026basic
Prishistorik
30,3 år
Pris-dage
7627
Årsregnskaber
19
Peers
2/3
Valuation
2/6
Fundamentals
8/8
Datovindue
1996-04-30 til 2026-08-21

Blokkere

  • Raw confidence is below the 0.95 high-confidence guardrail.

Mangler før højere confidence

  • Kør compute-multiples for manglende valuation metrics.
  • Udbyg peer-data så relativ valuation kan kalibreres.

Seneste assessment

AMD vurderet 2026-08-23

Score
42.7%
Ikke high-confidence

Raw confidence is below the 0.95 high-confidence guardrail.

Sell watch placeholder

Stores exit-aware fields without issuing sell scores yet.

76%

Current drawdown: Future exit logic can use drawdown from recent high.

Trend break: Future exit logic can use moving-average trend breaks.

Valuation

Compares price paid with earnings, cash-generation proxies and sales.

18%

P/E: Reasonable P/E gets rewarded; very expensive or distressed multiples do not.

Earnings yield: Earnings yield is the inverse P/E lens.

Technicals

Checks trend, momentum and current damage from recent highs.

48%

6M momentum: Positive medium-term momentum confirms sponsorship.

Trend stack: Strong setup keeps price above MA50 and MA200 with MA50 above MA200.

Data quality

Checks whether the assessment has enough recent price, fundamental and valuation data.

77%

Price history depth: More than one trading year gives the technical pillar enough context.

Latest price freshness: Latest live or EOD price should be recent.

Macro/regime

Treats macro as context, not a standalone trading instruction.

47%

VIX: Normal volatility is supportive; panic or complacency is less clean.

10Y-2Y curve: Positive yield curve lowers recession stress.

Fundamentals

Scores growth, margins, capital efficiency, balance-sheet resilience and composite financial-health KPIs.

38%

Revenue growth 3Y: Sustained top-line growth supports durable compounding.

Gross margin: High gross margin gives room for reinvestment and downturns.

Peer/relative context

Adds relative context when sector peers have comparable data.

40%

Peer count: Peer context is only scored when comparable data exists.

P/E vs peers: Own P/E 177.2 vs peer median 20.0; premium is not clearly justified by growth or margin superiority.

Insider activity

Net 90d (aktier)
-57.553
Net 90d (værdi)
-29.294.327 USD
Købere 90d
0
Cluster
DatoPersonRolleTypeAntalVærdiKilde
20.8.2026Papermaster Mark DChief Technology Officer & EVP▼ SALG-6.181-2.884.055 USDsec
19.8.2026Papermaster Mark DChief Technology Officer & EVP◇ GAVE-25.052sec
18.8.2026Su Lisa TChair, President & CEO▼ SALG-700-333.130 USDsec
18.8.2026Hahn AvaSVP, GC & Corporate Secretary▼ SALG-2.993-1.462.649 USDsec
17.8.2026GRASBY PAUL DARRENEVP & CSO▼ SALG-15.000-7.723.650 USDsec
15.8.2026Papermaster Mark DChief Technology Officer & EVP◆ OPT.121.976sec
15.8.2026Papermaster Mark DChief Technology Officer & EVP· ANDET-46.796-24.071.394 USDsec
15.8.2026HUYNH JACK MSVP & GM, Computing & Graphics◆ OPT.54.686sec
15.8.2026HUYNH JACK MSVP & GM, Computing & Graphics· ANDET-20.798-10.698.283 USDsec
15.8.2026Hu Jean X.EVP, CFO and Treasurer◆ OPT.101.698sec
15.8.2026Hu Jean X.EVP, CFO and Treasurer· ANDET-38.996-20.059.152 USDsec
15.8.2026GUIDO PHILIPEVP & Chief Commercial Officer◆ OPT.81.114sec
15.8.2026GUIDO PHILIPEVP & Chief Commercial Officer· ANDET-31.197-16.047.425 USDsec
15.8.2026Hahn AvaSVP, GC & Corporate Secretary◆ OPT.23.747sec
15.8.2026Hahn AvaSVP, GC & Corporate Secretary· ANDET-11.244-5.783.801 USDsec
15.8.2026Su Lisa TChair, President & CEO◆ OPT.396.405sec
15.8.2026Su Lisa TChair, President & CEO· ANDET-155.986-80.237.639 USDsec
15.8.2026Norrod Forrest EugeneEVP & GM DSG◆ OPT.88.332sec
15.8.2026Norrod Forrest EugeneEVP & GM DSG· ANDET-33.797-17.384.839 USDsec
15.8.2026GRASBY PAUL DARRENEVP & CSO◆ OPT.46.185sec

Earnings

QuarterDateEPS actualEPS estEPS surpriseRevenue surprise
2026Q230.7.20261,661,61+3.2%+3.2%Inline
2026Q130.4.20261,371,29+5.8%+5.8%Beat
2025Q430.1.20261,531,32+16.0%+16.0%Beat
2025Q330.10.20251,201,17+2.5%+2.5%Inline
2025Q230.7.20250,480,48-0.5%-0.5%Inline