WilliamFish
2022-01-12
O
Advanced Micro Devices reiterated overweight at Wells Fargo, sees 40% upside<blockquote>Advanced Micro Devices重申富国银行的跑赢大盘，预计上涨40%</blockquote>
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He added that AMD is likely able to grow revenue at a 15% compound annual growth rate over the next several years and with more tailwind in data centers and Xilinx coming into the fold, helping gross margins, AMD's (AMD) gross margins can reach into the mid-50s over the next "few years," Rakers explained.</p><p><blockquote>“预计PC CPU市场将在新冠疫情后维持结构性较高的TAM（预计约400亿美元的TAM），AMD数据中心TAM[CPU+GPU]的复合年增长率估计为中/高个位数，并且随着通过Xilinx纳入约8.5 B美元的增量TAM，我们估计AMD现在解决了100B-110B+TAM（对比。Rakers在一份报告中写道：“3月20日分析师日概述了790亿美元的TAM。”他补充说，随着数据中心和Xilinx的更多推动，AMD的收入可能会在未来几年内以15%的复合年增长率增长Rakers解释说，AMD(AMD)的毛利率在未来“几年”可能会达到50年代中期。</blockquote></p><p>In addition to Rakers' positive comments, KeyBanc upgraded Advanced Micro Devices (AMD) on Tuesday due to growth in data centers, with the investment firm saying the segment should be "robust" this year.</p><p><blockquote>除了Rakers的积极评论外，由于数据中心的增长，KeyBanc周二升级了Advanced Micro Devices(AMD)的评级，该投资公司表示该细分市场今年应该会“强劲”。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAdvanced Micro Devices reiterated overweight at Wells Fargo, sees 40% upside<blockquote>Advanced Micro Devices重申富国银行的跑赢大盘，预计上涨40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-12 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> is getting more positive commentary from Wall Street, as Wells Fargo reiterated its overweight rating and $180 price target, as the investment firm believes shares are discounting the company's earnings potential over the next three to five years.</p><p><blockquote><html><head></head><body><a href=\"https://laohu8.com/S/AMD\">先进微设备公司</a>富国银行重申了其跑赢大盘评级和180美元的目标价，该投资公司认为该公司的股价正在低估该公司未来三到五年的盈利潜力，因此华尔街对该公司的评价更加积极。</body></html></blockquote></p><p>Analyst Aaron Rakers noted that AMD has consistently posted strong results over the past year and is likely to keep taking market share over the next five years, while growing its total addressable market, which could boost earnings to $6 per share by 2025.</p><p><blockquote>分析师Aaron Rakers指出，AMD在过去一年中一直公布强劲的业绩，并可能在未来五年内继续占据市场份额，同时扩大其总目标市场，这可能会在2025年将每股收益提高到6美元。</blockquote></p><p>"With an expectation that the PC CPU market will sustain a structurally higher post-COVID TAM (est. a ~$40B TAM), an estimated mid/high-single digit CAGR in AMD's data center TAM [CPU + GPU], and with the inclusion of a ~$8.5B incremental TAM via Xilinx, we estimate that AMD now addresses a $100B-110B+ TAM (vs. $79B TAM outlined at March '20 Analyst Day)," Rakers wrote in a note. He added that AMD is likely able to grow revenue at a 15% compound annual growth rate over the next several years and with more tailwind in data centers and Xilinx coming into the fold, helping gross margins, AMD's (AMD) gross margins can reach into the mid-50s over the next "few years," Rakers explained.</p><p><blockquote>“预计PC CPU市场将在新冠疫情后维持结构性较高的TAM（预计约400亿美元的TAM），AMD数据中心TAM[CPU+GPU]的复合年增长率估计为中/高个位数，并且随着通过Xilinx纳入约8.5 B美元的增量TAM，我们估计AMD现在解决了100B-110B+TAM（对比。Rakers在一份报告中写道：“3月20日分析师日概述了790亿美元的TAM。”他补充说，随着数据中心和Xilinx的更多推动，AMD的收入可能会在未来几年内以15%的复合年增长率增长Rakers解释说，AMD(AMD)的毛利率在未来“几年”可能会达到50年代中期。</blockquote></p><p>In addition to Rakers' positive comments, KeyBanc upgraded Advanced Micro Devices (AMD) on Tuesday due to growth in data centers, with the investment firm saying the segment should be "robust" this year.</p><p><blockquote>除了Rakers的积极评论外，由于数据中心的增长，KeyBanc周二升级了Advanced Micro Devices(AMD)的评级，该投资公司表示该细分市场今年应该会“强劲”。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3787118-advanced-micro-devices-reiterated-overweight-at-wells-fargo-sees-40-upside\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3787118-advanced-micro-devices-reiterated-overweight-at-wells-fargo-sees-40-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101014144","content_text":"Advanced Micro Devices is getting more positive commentary from Wall Street, as Wells Fargo reiterated its overweight rating and $180 price target, as the investment firm believes shares are discounting the company's earnings potential over the next three to five years.Analyst Aaron Rakers noted that AMD has consistently posted strong results over the past year and is likely to keep taking market share over the next five years, while growing its total addressable market, which could boost earnings to $6 per share by 2025.\"With an expectation that the PC CPU market will sustain a structurally higher post-COVID TAM (est. a ~$40B TAM), an estimated mid/high-single digit CAGR in AMD's data center TAM [CPU + GPU], and with the inclusion of a ~$8.5B incremental TAM via Xilinx, we estimate that AMD now addresses a $100B-110B+ TAM (vs. $79B TAM outlined at March '20 Analyst Day),\" Rakers wrote in a note. He added that AMD is likely able to grow revenue at a 15% compound annual growth rate over the next several years and with more tailwind in data centers and Xilinx coming into the fold, helping gross margins, AMD's (AMD) gross margins can reach into the mid-50s over the next \"few years,\" Rakers explained.In addition to Rakers' positive comments, KeyBanc upgraded Advanced Micro Devices (AMD) on Tuesday due to growth in data centers, with the investment firm saying the segment should be \"robust\" this year.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":850,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/694670725"}
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