Simbolo: AMD

Advanced Micro Devices

Semiconduttori Tecnologia Semiconduttori

Prezzo 476.15

Racc. Compra Potenziale 74 Rischio 61 Aggiornato 2026-08-02

Sito ufficiale

Impatto della previsione

positivo

Target +31.3% raggiungimento target 76.2%

Reazione D5 in sospeso · D10 in sospeso recente confermato · fiducia mercato

Impatto Potenziale +6 · Rischio -3 valido fino a 2026-08-26

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: 2026-08-01

EPS (TTM) — utile per azione degli ultimi 12 mesi, $: 3.08
Ricavi QoQ — crescita dei ricavi trimestre su trimestre: -0.2%
Sorpresa EPS: 6.2%
Volatilità 20g: 4.9%
ultima data ex-dividendo: 1995-04-28

Cambiamenti di raccomandazione AI

Data	Prima	Dopo	Motivo
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
2026-07-27	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 5 di 6

Azioni in Movimento Significativo a Metà Giornata: Super Micro, Cracker Barrel e Robinhood Markets Tra i Cambiamenti Notabili

06/10/2026, 10:19 AM business review Micron FedEx Advanced Micro Devices Amazon Old Dominion Freight Line Super Micro Computer Devon Energy Cracker Barrel Old Country Store Broadcom

Diverse aziende hanno registrato movimenti significativi delle azioni, in particolare nei settori del trasporto e della tecnologia, a seguito di annunci chiave e rapporti sugli utili che potrebbero influenzare il sentiment degli investitori e le dinamiche di mercato.

Stocks Making Significant Moves in Premarket Trading: Super Micro Computer, Cracker Barrel, Nike, and Others

06/10/2026, 05:32 AM business review Micron Advanced Micro Devices Oracle Super Micro Computer Chewy Cracker Barrel Old Country Store Nike Broadcom

Premarket trading saw significant movements, with Super Micro Computer's shares dropping 12% due to a planned $7 billion equity raise, while Cracker Barrel's stock surged nearly 11% after exceeding revenue expectations and raising guidance.

Stocks to Watch: Nvidia Partners with SK Hynix, Marvell and Flex Join S&P 500

06/08/2026, 11:35 AM business review Micron Advanced Micro Devices Roche Marvell Technology Honeywell Nvidia Broadcom

Several companies are experiencing notable stock movements due to partnerships and index changes, which could influence investor sentiment and market dynamics.

Stocks Making Significant Moves Premarket: Lululemon, Micron, ServiceTitan, and More

06/05/2026, 05:34 AM business review Micron Advanced Micro Devices Chipotle Mexican Grill Lululemon DocuSign Intel Cooper Companies Broadcom Lam Research

Lululemon Athletica's shares dropped 13% after the company lowered its earnings and revenue guidance, indicating broader challenges in the retail sector. This decline, along with mixed performances from other companies, highlights ongoing volatility in the market, particularly in the tech and chip sectors.

Stocks to Watch: Broadcom Reports Revenue Miss, Shares Plunge 15%; Micron, Petco, and Others Also Decline

06/04/2026, 05:33 AM business review Micron Advanced Micro Devices CrowdStrike Holdings PVH Petco C3 AI Super Micro Computer Intel Five Below Broadcom

Broadcom's disappointing revenue report has led to significant declines in its shares and negatively impacted the semiconductor sector, while other companies like Five Below and Petco also faced stock drops despite providing better-than-expected outlooks.

Broadcom (AVGO), Micron Technology (MU), and Marvell Technology (MRVL) Experience Significant Premarket Losses Amid Investor Retreat from Semiconductor Sector

06/04/2026, 04:32 AM stock_drop semiconductors Micron Advanced Micro Devices Marvell Technology Intel Qualcomm Broadcom

The semiconductor sector experienced significant premarket declines, primarily driven by Broadcom's disappointing earnings report, which has raised concerns among investors about the broader technology market.

Analysts expect Nvidia (NVDA) to disrupt the PC market with new AI chips, impacting competitors

06/02/2026, 05:35 AM economy review Analysts: analysts ai software Advanced Micro Devices Nvidia Intel Qualcomm

Nvidia's entry into the PC market with its new RTX Spark chips signals a strategic shift aimed at expanding its influence in AI beyond data centers, potentially disrupting established players like Intel and AMD.

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.