Advanced Micro Devices, Inc.

Advanced Micro Devices, Inc.(AMD)の株式分析

$570.820

-32.708 (-5.73%)終値時点

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高値
591.880
始値
589.570
出来高加重平均価格
576.57
出来高
22.05M
時価総額
257.75B
安値
567.000
売買代金
12.71B
EV/EBITDA(TTM)
52.77

Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.

www.amd.com

AI分析 of Advanced Micro Devices, Inc. (AMD)

中立

AMD is currently trading at $608.10, which is below the average analyst price target of $705, indicating potential upside. However, the RSI is at 42.34, suggesting it is nearing oversold territory, but not quite there yet. The recent insider selling has increased by 221.49%, which raises concerns about confidence in the stock's short-term performance. Therefore, while there is potential for growth, the current technical indicators and insider activity suggest it may be prudent to hold rather than buy at this moment.

アナリスト評価(31)

-49.35% 下落余地
中立
11 買い
15 中立
5 売り
現在: 570.82
安値
210.00
平均
289.13
高値
377.00

Mizuho

2026-10-06

目標株価

$705

アウトパフォーム

Citi

2026-10-06

目標株価

$800

買い

Stifel

2026-10-05

目標株価

$700

買い

BofA

2026-09-25

目標株価

$720

買い

Piper Sandler

2026-09-09

目標株価

$600

オーバーウェイト

バリュエーション指標

Advanced Micro Devices, Inc.(AMD)の現在の予想PERは39.53で、5年平均は35.43です。

予想PER

適正
5年平均 P/E
35.43
現在のP/E
39.53
割高
47.61
割安
23.24

予想EV/EBITDA

割高
5年平均 EV/EBITDA
33.58
現在のEV/EBITDA
52.77
割高
45.83
割安
21.32

予想PSR

割高
5年平均 P/S
7.43
現在のP/S
10.91
割高
9.41
割安
5.44

Alphio AI による AMD の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%AMD

$167.59

シナリオ価格

基

基本

基本 · 50%AMD

$157.18

シナリオ価格

弱

弱気

弱気 · 25%AMD

$150.79

シナリオ価格

AMD を保有するクジラ

C

Corient Private Wealth LP

+ を保有AMD

+52.24%

3か月リターン

A

Advent International, L.P.

+ を保有AMD

+21.04%

3か月リターン

O

Ofi Invest Asset Management

+ を保有AMDASML

+15.74%

3か月リターン

R

Renaissance Technologies Corp.

+ を保有AMD

+15.22%

3か月リターン

M

MUFG Securities EMEA plc

+ を保有AMD

+13.36%

3か月リターン

W

W1M Investment Management Limited

+ を保有AMD

+13.24%

3か月リターン

イベントタイムライン

2026-10-13 (ET)

16:30:00

S&P 500 Earnings Expected to Grow 30% in Q3

16:00:00

AMD Shares Rise $7.75 to $601.99

12:30:00

S&P 500 Earnings Expected to Grow 30% in Q3

10:30:00

Fermi Signs Credit Support Agreement with AMD

09:00:00

Fermi Signs Credit Support Agreement with AMD for 222 MW Project

ニュース

AMD のよくある質問 — Alphio AI が回答

Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).

AMD is currently trading at $608.10, which is below the average analyst price target of $705, indicating potential upside. However, the RSI is at 42.34, suggesting it is nearing oversold territory, but not quite there yet. The recent insider selling has increased by 221.49%, which raises concerns about confidence in the stock's short-term performance. Therefore, while there is potential for growth, the current technical indicators and insider activity suggest it may be prudent to hold rather than buy at this moment.

31 analysts cover AMD: 11 rate it Buy, 15 Hold and 5 Sell. The average price target is 289.13.

コミュニティ

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thinnode514 時間前

The overall market trend is currently very close to the same stage last year. It looks very weak, and it is also quite possible that it is only similar. However, the super trend line has appeared. In the short term, I still need to observe for another 1-2 days to see whether the remaining 2 support levels can hold 2217-2315. Only then can the support be considered formed, so I need to wait a bit longer. $ETH $NVDA $AAPL $AMD

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0xKappamarten一昨日

$AMD is going all in on AI agents. AMD has launched Helion, an open rack-scale architecture powered by Zen 6 EPYC Venice processors, designed for large-scale AI agent orchestration. Helion comes in two configurations: a pure CPU rack with up to 32,768 cores, and a hybrid version combining EPYC processors with up to 16 Instinct MI350P GPUs for inference. Eight partners, including Dell, HPE, Lenovo, Supermicro, and Foxconn, are developing related systems. The first configurations are expected in November 2026, with broader availability in the first half of 2027. AMD also plans to contribute the design to the Open Compute Project, offering hyperscalers an open alternative to Nvidia's proprietary rack-scale infrastructure.

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