Simbolo: AMD

Advanced Micro Devices

Semiconduttori Tecnologia Semiconduttori

Prezzo 492.10

Racc. Mantieni Potenziale 45 Rischio 72 Aggiornato 2026-11-03

Sito ufficiale

Impatto della previsione

positivo

Target +39.2% raggiungimento target 71.8%

Reazione D5 -14.06% · D10 in sospeso fiducia mercato

Impatto Potenziale +3 · Rischio -1 valido fino a 2026-11-27

Traccia in portafoglio

Grafico prezzo

Raccomandazione AI Previsione analista Evento calendario Segnale positivo Segnale negativo Neutrale / aggiornamento Mantieni / informativo B Il mio acquisto S La mia vendita

Descrizione

Società e modello di business

Advanced Micro Devices, Inc. (AMD) è un'azienda tecnologica specializzata in prodotti semiconduttori, tra cui microprocessori, processori grafici e soluzioni system-on-chip. I suoi prodotti principali servono vari mercati come il computing, il gaming e i data center. I principali segmenti di business includono Computing and Graphics, e Enterprise, Embedded, and Semi-Custom. Le principali fonti di ricavo provengono dalla vendita di processori e schede grafiche, rivolgendosi sia ai clienti consumer che a quelli enterprise.

Profilo di investimento

Le azioni di AMD sono posizionate per investitori bilanciati, data la loro potenzialità di crescita nel mercato dei semiconduttori, pur affrontando rischi intrinseci. L'assenza di dividendi e la volatilità moderata suggeriscono un focus sull'apprezzamento del capitale piuttosto che sulla generazione di reddito. L'orizzonte di investimento può essere medio-lungo termine, riflettendo l'innovazione continua dell'azienda e le dinamiche di mercato.

Categoria: Semiconduttori Settore: Tecnologia Industria: Semiconduttori Stile di investimento: Crescita Orizzonte: Lungo termine Tipo di società: Gigante tech Tipo di società: Leader di mercato Esperienza: Base

Metriche fondamentali (sperimentale) Aggiornato: 2026-10-29

EPS (TTM) — utile per azione degli ultimi 12 mesi, $: 3.94
Ricavi QoQ — crescita dei ricavi trimestre su trimestre: 12.5%
Sorpresa EPS: 2.5%
Volatilità 20g: 3.4%
ultima data ex-dividendo: 1995-04-27

Cambiamenti di raccomandazione AI

Data	Prima	Dopo	Motivo
2026-10-31	Compra	Mantieni	Weak momentum and high risk; cautious approach advised.
2026-10-29	Mantieni	Compra	Strong momentum and solid earnings growth support investment.
2026-10-27	Vendi	Mantieni	Mixed performance; high risk with uncertain momentum.
2026-10-19	Mantieni	Vendi	Weak momentum and high risk; hold for now.
2026-10-09	Compra	Mantieni	Strong growth but recent negative momentum raises concerns.
2026-09-17	Mantieni	Compra	Strong growth and positive momentum support bullish outlook.
2026-09-15	Compra	Mantieni	Mixed momentum; fundamentals show growth but high risk.
2026-09-09	Mantieni	Compra	Strong recent performance and positive earnings surprise.
2026-08-23	Compra	Mantieni	Strong fundamentals but mixed momentum signals.
2026-08-16	Mantieni	Compra	Strong recent performance and positive earnings surprise.
2026-08-08	Compra	Mantieni	Mixed performance; high risk with uncertain market conditions.
2026-07-31	Vendi	Compra	Strong past performance, but current momentum is weak.
2026-07-29	Compra	Vendi	Weak momentum and high risk overshadow potential upside.
2026-07-22	Mantieni	Compra	Strong momentum and positive EPS surprise support growth outlook.
2026-07-14	Compra	Mantieni	Weak fundamentals and high volatility raise concerns.
2026-07-01	Mantieni	Compra	Strong momentum and positive EPS surprise support growth outlook.
2026-06-29	Compra	Mantieni	Weak momentum and mixed fundamentals suggest caution.
2026-06-09	Mantieni	Compra	Strong past performance, but current volatility raises concerns.
2026-05-30	Compra	Mantieni	Strong momentum and positive EPS surprise support growth outlook.
2026-05-22	Mantieni	Compra	Strong momentum and positive EPS surprise indicate growth potential.
2026-05-08	—	Mantieni	Strong momentum and solid earnings growth support investment.
2026-05-03	Mantieni	Compra	Компания AMD демонстрирует сильный рост выручки и положительные показатели за последние месяцы, что указывает на высокий потенциал. Низкий уровень риска также делает её привлекательной для инвестиций.
2026-03-30	Compra	Mantieni	Компания AMD демонстрирует стабильный рост выручки и положительные сюрпризы по прибыли, однако недавние колебания цен и снижение на 60-дневном горизонте вызывают определенные опасения.
2026-03-17	Mantieni	Compra	Компания AMD демонстрирует сильный рост выручки и положительную динамику за последние 120 дней, что указывает на хорошие перспективы. Несмотря на недавние колебания цен, долгосрочные тренды остаются позитивными.
2026-03-07	Compra	Mantieni	Компания показывает хорошие результаты в долгосрочной перспективе, однако недавние колебания цен и снижение на коротких временных интервалах указывают на возможные риски.
2026-02-26	Mantieni	Compra	Компания AMD демонстрирует сильный рост выручки и положительные сюрпризы по прибыли, что указывает на хорошие перспективы. Несмотря на недавние колебания цен, долгосрочные тренды остаются позитивными.
2026-02-02	Compra	Mantieni	Компания AMD демонстрирует сильный рост выручки и позитивные показатели за последний год, однако недавние колебания цен и высокая волатильность могут указывать на риски в краткосрочной перспективе.

Previsioni analisti

Data	Analista	Action	Target	Prezzo allora
2026-10-28	Susquehanna	Target alzato	620 → 650	560.26
2026-10-21	Susquehanna	Target alzato	550 → 620	534.74
2026-10-06	Mizuho Securities	Target alzato	580 → 705	631.75
2026-10-05	Stifel Nicolaus	Target alzato	635 → 700	633.91
2026-09-25	Truist Financial	Target alzato	— → 720	629.31
2026-09-09	Piper Sandler	Aggiorna	— → 600	521.095
2026-09-09	CLSA	Target alzato	— → 710	505.74
2026-08-25	Raymond James	Aggiorna	— → 641	456.745
2026-08-20	BMO Capital	Aggiorna	— → 550	469.455
2026-08-06	Argus Research	Target alzato	450 → 625	487.98001
2026-08-05	D.A. Davidson	Target alzato	— → 550	486.59
2026-08-05	Wells Fargo	Target alzato	615 → 700	518.58
2026-08-05	Morgan Stanley	Target alzato	— → 465	518.58
2026-08-05	Bernstein	Target alzato	— → 650	518.58
2026-08-05	Jefferies	Target alzato	— → 650	518.58
2026-08-05	Truist Financial	Target alzato	— → 594	518.58
2026-08-05	KeyBanc	Aggiorna	— → 650	518.58
2026-07-27	Mizuho Securities	Target alzato	615 → 625	486.98
2026-07-24	Roth Capital	Target alzato	500 → 650	539.69
2026-07-24	Melius Research	Target alzato	— → 660	539.69
2026-07-24	Robert W. Baird	Target alzato	— → 1250	539.69
2026-07-24	UBS	Target alzato	— → 730	539.69
2026-07-24	Jefferies	Target alzato	515 → 640	539.69
2026-07-15	UBS	Target alzato	670 → 700	548.13
2026-07-14	KeyBanc	Target alzato	530 → 725	534.39
2026-07-10	Stifel Nicolaus	Target alzato	— → 635	546.72
2026-07-06	Goldman Sachs	Target alzato	450 → 640	517.82
2026-06-30	Wells Fargo	Target alzato	— → 615	539.49
2026-06-29	Cantor Fitzgerald	Target alzato	— → 700	521.58
2026-06-24	UBS	Target alzato	455 → 670	519.85
2026-06-17	Bernstein	Target alzato	525 → 600	507.29
2026-06-15	Wolfe Research	Aggiorna	— → 450	511.57
2026-06-01	Mizuho Securities	Target alzato	515 → 615	516.1
2026-06-01	Barclays	Target alzato	500 → 665	516.1
2026-05-19	Evercore ISI	Target alzato	358 → 579	420.99
2026-05-18	Melius Research	Target alzato	500 → 540	418.15009
2026-05-13	Daiwa	Rating peggiorato	— → 500	448.29
2026-05-12	Mizuho Securities	Target alzato	415 → 515	458.79
2026-05-06	Susquehanna	Target alzato	375 → 450	408.295
2026-05-06	Truist Financial	Target alzato	283 → 478	408.41
2026-05-06	RBC Capital	Target alzato	325 → 400	415.21
2026-05-06	Seaport Global	Rating migliorato	— → 430	355.26
2026-05-06	KeyBanc	Target alzato	330 → 530	355.26
2026-05-06	Jefferies	Target alzato	300 → 415	355.26
2026-05-06	Morgan Stanley	Target alzato	360 → 410	355.26
2026-05-06	Cantor Fitzgerald	Target alzato	450 → 500	355.26
2026-05-06	Barclays	Target alzato	300 → 500	355.26
2026-05-06	Bernstein	Rating migliorato	— → 525	355.26
2026-05-04	HSBC	Rating peggiorato	— → 340	360.54
2026-04-29	Susquehanna	Target alzato	300 → 375	323.21
2026-04-27	Northland Securities	Aggiorna	— → 260	347.8
2026-04-24	D.A. Davidson	Rating migliorato	— → 375	305.33
2026-04-20	Stifel Nicolaus	Target alzato	280 → 320	278.39
2026-04-16	Bernstein	Target alzato	235 → 265	258.12
2026-02-24	KeyBanc	Target alzato	300 → 330	213.78
2026-02-24	Evercore ISI	Target alzato	328 → 358	214.48
2026-02-12	D.A. Davidson	Aggiorna	— → 220	205.94
2026-02-04	Truist Financial	Target alzato	277 → 283	205.9
2026-02-04	UBS	Target abbassato	330 → 310	205.86

Notizie Pagina 11 di 11

Analysts Bank of America warn of potential market vulnerability as S&P 500 records narrow gains driven by AI stocks

06/01/2026, 05:33 AM research Analysts: analysts, Bank of America ai semiconductors Micron Advanced Micro Devices Samsung

The S&P 500 reached a record close at the end of May, but only a small number of stocks, primarily in the AI sector, achieved all-time highs, raising concerns about the market's narrow breadth and potential vulnerability.

Stocks Making Significant Moves Premarket: Nvidia, Arm, Taylor Morrison, Qualcomm, and More

06/01/2026, 05:33 AM business review Advanced Micro Devices Microsoft Nvidia Dell Technologies HP Intel Qualcomm

Nvidia's collaboration with Microsoft on a new processor has led to significant premarket gains for both companies and their partners, while competitors faced declines. Additionally, Taylor Morrison's shares surged following Berkshire Hathaway's acquisition announcement.

U.S. Department of Commerce Tightens Regulations on Nvidia (NVDA) and AMD (AMD) AI Chip Exports to Chinese Entities Abroad

05/31/2026, 02:32 PM announcement semiconductors Advanced Micro Devices Nvidia

The U.S. Department of Commerce has taken action to close a loophole that allowed advanced AI chips from companies like Nvidia and AMD to be exported to Chinese firms through subsidiaries located outside China, potentially impacting the competitive landscape of AI technology.

Stocks to Watch: AutoZone Declines on Sales Challenges, Eli Lilly Acquires Three Companies, Ferrari Launches Electric Vehicle, and Lear Upgraded by TD Cowen

05/26/2026, 05:34 AM business review auto pharma Micron Advanced Micro Devices Exxon Mobil Intuitive Machines AutoZone Ferrari Chevron Qualcomm Eli Lilly

Several companies are experiencing notable stock movements ahead of the market opening, with AutoZone facing declines due to disappointing international sales, while Eli Lilly's acquisition strategy boosts its stock.