Advanced Micro Devices (AMD) has significantly strengthened its position in AI with a 107% increase in Data Center sales and key customers like OpenAI and Meta. Despite this growth, AMD's stock is rated Sell at $578.44, as its valuation is considered stretched relative to cash flow, and there are risks of up to 10% dilution from warrants and equity deals. The EPYC server CPUs remain a more stable growth and profit driver than AI accelerators. Upcoming earnings and guidance will be crucial for clarity on margins and segment performance.
AMD trades at USD 511.61 on Pluang as of Oct 30, 2026 20:21 WIB, down 9.68% in one day. The stock's market cap stands at $924.67 billion with a 52-week high of $649.42. Pluang order activity shows a balanced interest with 54% Buy and 46% Sell, reflecting mixed investor sentiment amid earnings expectations.
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Advanced Micro Devices (AMD) received a Strong Buy rating with its valuation at 33 times 2027 earnings, 22% below its peak, despite improved earnings outlook. Market concerns focus on AI customer spending, but AMD's EPYC server CPU business, targetin...
