Why an Analyst Raised AMD’s Price Target by 459%_老虎社区_美港股上老虎

Why an Analyst Raised AMD’s Price Target by 459%

Barron's2021-07-16

Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker accelerated its market-share gains in server processors at the expense of rival Intel. Citigroup ...

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ShawnTai
·2021-07-16
Come on... He just woke up after deep sleeping 2 years.[捂脸]
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- ShawnTai:
  Ya big missed. next time let the profit stay at least not so painful
  2021-07-17
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He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.</p>\n<p>AMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.</p>\n<p>For investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.</p>\n<p>Previously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.</p>\n<p>Despite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. 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He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.\nAMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.\nFor investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.\nPreviously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.\nDespite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. The PHLX Semiconductor Index fell 2.2%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5246068,"gmtCreate":1626491865656,"gmtModify":1631892553986,"authorId":3565491333206964,"author":{"id":3565491333206964,"authorId":3565491333206964,"name":"ShawnTai","avatar":"https://static.tigerbbs.com/77e7e26e7ce7e2b25fa4a96fda2ce2b6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":170360221,"type":1,"supId":5245228,"prevId":0,"content":"Ya big missed. next time let the profit stay at least not so painful","text":"Ya big missed. next time let the profit stay at least not so painful","html":"Ya big missed. next time let the profit stay at least not so painful"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":91,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}