Stocks to Watch: Nvidia Partners with SK Hynix, Marvell and Flex Join S&P 500
Several companies are experiencing notable stock movements due to partnerships and index changes, which could influence investor sentiment and market dynamics.
Simbolo: AMD
Advanced Micro Devices
Semiconduttori
Tecnologia
Semiconduttori
Prezzo
512.50
Racc.
Compra
Potenziale
80
Rischio
29
Aggiornato
2026-09-17
Impatto della previsione
Target
+38.5%
raggiungimento target 72.2%
Reazione
D5 -2.24% · D10 in sospeso
fiducia mercato
Impatto
Potenziale +3 · Rischio -1
valido fino a 2026-10-09
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: 2026-09-15
- 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
- 2.8%
- ultima data ex-dividendo
- 1995-04-27
Cambiamenti di raccomandazione AI
| Data | Prima | Dopo | Motivo |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| 2026-09-09 | 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 8 di 8
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U.S. Department of Commerce Tightens Regulations on Nvidia (NVDA) and AMD (AMD) AI Chip Exports to Chinese Entities Abroad
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