AMD: Don't Mistake This As A Buying Opportunity - Reiterate Sell
Portfolio Pulse from
AMD's Q4 2024 results missed Wall Street expectations, particularly in data center revenue. Analysts recommend selling AMD stock, warning against viewing the post-earnings sell-off as a buying opportunity. Increased competition from Nvidia and implications of DeepSeek are expected to challenge AMD's position in the AI market.

February 07, 2025 | 2:15 pm
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
AMD's Q4 2024 earnings missed expectations, particularly in data center revenue. Analysts recommend selling, citing further downside potential and increased competition from Nvidia.
AMD's Q4 2024 earnings report showed a miss in data center revenue, which is a critical area for growth. The recommendation to sell is based on the expectation of further downside due to competitive pressures from Nvidia and potential impacts from DeepSeek on AI infrastructure spending. These factors suggest that AMD's stock price may continue to decline in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100