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保持结构性较高的 TAM（预计约 400 亿美元的 TAM），AMD 数据中心 TAM [CPU + GPU] 的估计中/高个位数 CAGR，以及通过 Xilinx 纳入约 85 亿美元的增量 TAM，我们估计 AMD 现在的目标是 100 亿美元至 110 亿美元以上的 TAM（相对于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，AMD 可能能够在未来几年内以 15% 的复合年增长率增加收入，随着数据中心和赛灵思的更多推动因素的加入，有助于提高毛利率，AMD (AMD) 的毛利率可能会在未来 “几年内”达到 50 多岁。</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 周二还对 Advanced Micro Devices (AMD) 进行了升级，该投资公司表示该领域今年应该“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\">先进微器件</a>随着富国银行重申其跑赢大盘评级和 180 美元的目标价，该投资公司认为股价正在打折该公司未来三到五年的盈利潜力，因此得到了华尔街更多积极的评论。</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，并且可能会在未来五年内继续占据市场份额，同时扩大其总潜在市场，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保持结构性较高的 TAM（预计约 400 亿美元的 TAM），AMD 数据中心 TAM [CPU + GPU] 的估计中/高个位数 CAGR，以及通过 Xilinx 纳入约 85 亿美元的增量 TAM，我们估计 AMD 现在的目标是 100 亿美元至 110 亿美元以上的 TAM（相对于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，AMD 可能能够在未来几年内以 15% 的复合年增长率增加收入，随着数据中心和赛灵思的更多推动因素的加入，有助于提高毛利率，AMD (AMD) 的毛利率可能会在未来 “几年内”达到 50 多岁。</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 周二还对 Advanced Micro Devices (AMD) 进行了升级，该投资公司表示该领域今年应该“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":1065,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/694670725"}
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