Jan 16, 12:42 PM

Wolfe Research Downgrades AMD to Peer Perform, Cuts 2025 Datacenter GPU Forecast to $7B

Wolfe Research has downgraded Advanced Micro Devices Inc. (AMD) to Peer Perform from Outperform, citing lower expectations for datacenter GPU revenue. The firm has revised its forecast for AMD's datacenter GPU sales in 2025 to $7 billion, down from a previous estimate exceeding $10 billion. Analyst Chris Caso of Wolfe Research also removed his price target on AMD, which was most recently set at $210. The downgrade comes as AMD's stock has declined 18% over the last twelve months, in contrast to Nvidia Corp. (NVDA), which has seen a 149% increase in the same period. AMD's current valuation stands at 28 times earnings per share, compared to Nvidia's 32 times.

#Wolfe Research #AMD #Peer Perform #Outperform #Chris Caso #NVDA #Nvidia

Written with ChatGPT .

Sources

ivanhoff.com@ivanhoff2
2 years ago
140 remains a big level for $NVDA. If it goes above, it is likely to test 150. @MarketSurge #IBDpartner https://t.co/KnrcvqweTk https://t.co/2NWFTbtPQc
Mukund Mohan@mukund
2 years ago
$AMD Wolfe Research moved to the sidelines on Advanced Micro Devices as one key business area flashes warning signs. Analyst Chris Caso downgraded the semiconductor stock to peer perform from outperform. Caso also removed his price target after most recently setting it at $210.…
TrendSpider@TrendSpider
2 years ago
Another close call. $NVDA https://t.co/enefb0GOou

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