FeesSafety
Pluang+

AMD shares remain pricey despite strong data center growth and strategy shift.

Analyst Insights
11 Nov 2026, 19:10 WIB
Seeking Alpha
View Source
Neutral
AMD shares remain pricey despite strong data center growth and strategy shift.

Advanced Micro Devices (AMD) continues to be rated as a Hold because its shares are still considered expensive even after recent price drops and strong growth in its data center business. The data center segment saw a 97% year-over-year revenue increase and is now the focus of AMD's strategy, aiming to generate over 80% of total revenue from this area by fiscal year 2027 with significant earnings growth expected. However, AMD's overall profitability and margins lag behind competitors like Nvidia and TSMC, suggesting that operational improvements are needed before a more positive investment outlook can be justified. The analyst's fair value estimate for AMD is $489 per share, indicating a slight overvaluation at current prices.

AMD shares are trading at USD 555.92 on Pluang, showing a 7.90% increase in the last day. The stock's market cap stands at $844.99 billion, with a balanced order activity of 53% Buy and 47% Sell as of Nov 12, 2026 00:21 WIB.

More News (AMD)

AMD forecasts Q4 revenue growth of 65.5% YoY, driven by data center demand, with strong FY2027 outlook.

AMD forecasts Q4 revenue growth of 65.5% YoY, driven by data center demand, with strong FY2027 outlook.

Advanced Micro Devices (AMD) reported strong Q3 earnings and projects a significant acceleration in revenue growth to 65.5% year-over-year in Q4, driven largely by data center revenue expected to grow 137% YoY. Data centers are anticipated to make up...

Company Fundamentals
Bullish
8 hours ago
Supermicro launches H15 servers with AMD EPYC 9006, setting new performance records for AI and HPC workloads.

Supermicro launches H15 servers with AMD EPYC 9006, setting new performance records for AI and HPC workloads.

Supermicro has released its H15 server portfolio powered by 6th Gen AMD EPYC 9006 Series processors, achieving multiple SPEC CPU world records on 2U Hyper and CloudDC servers. These servers offer up to 33% more cores, double PCIe bandwidth, and 1.6 T...

Market News
Bullish
8 hours ago
AMD stock rebounds 13.3% on strong data center growth and Google TPU adoption boosting earnings outlook

AMD stock rebounds 13.3% on strong data center growth and Google TPU adoption boosting earnings outlook

Advanced Micro Devices (AMD) saw its stock rise 13.3% following news of accelerating adoption of Google's Tensor Processing Units (TPUs) powered by AMD's EPYC Turin CPUs. This development expands AMD's presence in both merchant and custom ASIC market...

Market News
Bullish
1 day ago
AMD launches 6th Gen EPYC CPUs to boost AI and enterprise computing with top server performance.

AMD launches 6th Gen EPYC CPUs to boost AI and enterprise computing with top server performance.

AMD has released its 6th Gen EPYC server processors based on the new Zen 6 architecture, designed to enhance AI, cloud, and enterprise computing. These CPUs offer improved performance, energy efficiency, and workload optimization, supporting agentic ...

Market News
Bullish
1 day ago
AMD's 28% stock drop opens a 74-89% upside opportunity amid strong AI-driven data center growth.

AMD's 28% stock drop opens a 74-89% upside opportunity amid strong AI-driven data center growth.

Advanced Micro Devices (AMD) experienced a 28% stock correction, creating a buying opportunity with a fair value estimate of $705–765, implying 74–89% potential upside. The company reported a 97% surge in Q3 Data Center revenue to $8.5 billion, drive...

Company Fundamentals
Bullish
2 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App