AMD Stock Forecast: What success looks like and why it’s unstoppable

  The article was written by Isabelle Tao, a Financial Analyst at I Know First.

     

    Highlights

    • Strong Radeon, Ryzen, EPYC, and Semi-custom Sales Contributed to a Strong AMD Q2 2018

    • Continue Holding to AMD Stocks

    • Technical Analysis Confirms AMD Stock Forecast Bullish Trends

    • I Know First’s Algorithm is Bullish for AMD in the Long Run

     

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AMD Stock Forecast: 3 Driving Forces of AMD’s Long-Term Bullish Outlook

   


This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.    




Summary

  • Strong sales of Ryzen APU’s contributed to high earnings in Q1 2018
  • Radeon GPU’s showed strong mining revenue
  • AMD EPYC’s have doubled in sales
  • I Know First’s algorithm is bullish for AMD in the long run

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Stock Forecast: AMD’s New Range of Ryzen Pro Processors Coupled with Outstanding Q1 Results Are Important Weapons Over Intel

  This article was written by Esther Hanon, a Financial Analyst at I Know First.

[Source: Wikimedia Commons, May 15th, 2018]

“The first quarter was an outstanding start to 2018 with 40 percent year-over-year revenue growth. PC, gaming and datacenter adoption of our new, high-performance products continues to accelerate. We are excited about our long-term roadmaps and focused on delivering sustained revenue growth and profitability.”

--Dr. Lisa Su, President and CEO of AMD

GPU-Equipped Ryzen Pros Give AMD What It Needs to Conquer the Corporate Desktop

Integrated graphics mean that AMD's chips can now go head to head with Intel's

Summary:

  • AMD published their Q1 2018 results on April 25th, 2018 crushing analyst estimates on earnings, revenue and guidance.
  • Revenues increased 40% year-over-year. The improving margin scenario provides additional upside for the stock as AMD finally starts producing sizable profits.
  • The stock surged 11%  in extended trading and had increased ever since the company published their Q1 2018 earnings.
  • The Q1 2018 earnings report of AMD also revealed that its Computing and Graphics segment has posted its 5th consecutive quarter of double digit Year-over-Year growth.
  • Thanks to stronger Ryzen processors sales, AMD posted an EPS of $0.11 (beats by $0.2), and revenue of $1.65 billion (+39.8% year over year) - beats by $80 million.
  • The reasons why AMD is beating estimates are the same. Cryptocurrency miners still bought many Radeon discrete GPUs. Ryzen APUs and processors are also finding more customers.
  • The forthcoming release of ASIC miners shouldn't be of concern. They do not threaten the lucrative tailwind of AMD from Ethereum miners.

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Intel Stock Forecast: Intel’s Coffee Lake Is Another WalletRipper Move Against AMD’s Ryzen And Threadripper Processors

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Intel Stock Forecast

Summary:

  • I am long INTC. I am a loyal Intel CPU buyer.
  • I am unhappy that Intel’s 8th generation desktop CPU products, Coffee Lake, require new motherboards.
  • Coffee Lake is obviously an equalizer move against AMD’s popular Ryzen CPUs. However, asking people to buy new motherboards generate resentment among Intel CPU upgraders.
  • Coffee Lake is therefore another walletripper tactic that is unlikely to inspire people to upgrade their current Skylake or Kaby Lake PCs.
  • I rate INTC a buy. I also rate AMD as a buy. These two enjoy the duopoly in x86 processors. They both benefit from the stabilizing PC market.

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AMD Stock Outlook: Why You Should Really Bet On Ryzen’s Long-Term Contribution to AMD

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

AMD Stock Predictions

Summary:

  • The Q2 2017 earnings report of AMD proved just how valuable is Ryzen to the company’s topline and bottomline growth.
  • Ryzen’s release earlier this year is definitely why AMD’s Computing and Graphics segment posted a 51% Year-over-Year increase in Q2.
  • Ryzen is helping improve the average selling prices of AMD’s x86 processors. Ryzen is notably helping it steal market share against Intel’s desktop processors.
  • Intel’s recent shutdown of some its Internet of Things products/segments are likely to help it focus on its core x86 business. This was to better address the new threat posed by AMD.
  • After so many weeks of waiting, I Know First finally has positive near-term, medium-term, and long-term algorithmic forecast for AMD.

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AMD Stock Analysis: Cryptocurrency and New Products Can’t Stop the Inevitable

This article was written by David Berger, a Financial Analyst at I Know First and undergraduate Finance student at the Ross School of Business at the University of Michigan. 

AMD Stock Analysis: Cryptocurrency and New Products Can't Stop the Inevitable

  Summary:
  • ASIC Chips Hurt AMD Cryptocurrency Customer Segment
  • ROI Analysis
  • Lack of Innovation with Ryzen

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