AMD Stock Forecast: AMD Keeps Up Competition With Intel and Nvidia

October 14, 2018

  This article was written by Julia Masch, a Financial Analyst at I Know First.  



“The continued explosion of data and the need to process, store, analyze and share it is driving industry innovation and incredible demand for compute performance in the cloud, the network and the enterprise.” -Bob Swan, Intel CFO and Interim CEO

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles Tech Giants Stocks Forecast Tech Stocks Forecast

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

August 5, 2018

  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

     

    premiumRead The Full Premium Article

    To subscribe today and receive exclusive AI-based algorithmic predictions, click here. 
Premium Articles

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

June 10, 2018
   


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

    premiumRead The Full Premium Article

    Subscribe to receive exclusive PREMIUM content here
Premium Articles Stock Forecast & S&P500 Forecast Tech Stocks Forecast

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

May 15, 2018
  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.

apple stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium Articles Tech Stocks Forecast

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

August 9, 2017
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.

Intel stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Algorithmic Articles Premium Articles

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

July 28, 2017
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.

AMD Stock OutlookRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Algorithmic Articles Premium Articles

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

June 21, 2017
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

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Algorithmic Articles Premium Articles