Oakoff Investments downgraded Advanced Micro Devices (AMD) to Hold due to its high valuation and increasing competition from Nvidia and Arm Holdings. Despite AMD's strong recent earnings and improved revenue outlook for 2027, concerns about balance sheet complexity and potential stock dilution remain. AMD trades at a premium compared to Nvidia, which has stronger integrated offerings and capital flexibility, making Nvidia a more favorable leader. Investors are advised to wait for a better entry point or improved risk/reward before buying AMD shares.
As of Nov 07, 2026 01:01 WIB, AMD trades at USD 436.35, which is significantly below its 52-week high of USD 649.42 but well above its 52-week low of USD 190.95. Despite a strong 1-day gain of 7.90%, the majority of Pluang users are selling AMD shares, with 86% of order activity being sell orders. The typical hold time on Pluang for AMD is 93 days, indicating moderate investor engagement with the stock at its current price level.
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Advanced Micro Devices (AMD) expects its revenue to grow more than 80% by 2027, reaching at least $94 billion annually. The company's data center segment saw a 97% revenue increase to $8.5 billion, fueled by strong demand for AI infrastructure produc...
