Analysts project AMD's data center revenue to double to $6.7 billion in Q2, with its stock up 143% year-to-date. CEO Lisa Su has raised revenue guidance.
Yahoo Finance analysis indicates AMD's Q2 data center revenue doubled year-over-year to $6.7 billion, with its stock price up 143.32% year-to-date. CEO Lisa Su stated on the earnings call that revenue growth is expected to "far exceed" the previous 35% target, and annual earnings per share (EPS) will "significantly surpass" $20. She also revealed securing GPU procurement commitments from companies such as OpenAI, Meta, Anthropic, and Oracle. The article suggests AMD's stock price could reach $800 by 2028, but highlights the need to monitor the planned mass production of Helios, 2027 fiscal year EPS approaching $19.96, and the sustainability of the AI capital expenditure cycle, while also cautioning against risks like escalating tariffs or China bans.
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Source:Yahoo财经 · Source Link
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