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BE Semiconductors (OTC: BESIY) is a top player in advanced packaging, thanks to techniques needed for advanced semiconductors, but why did the company spike after earnings? Check out the short video to learn what semiconductor investors Jose Najarro, Nicholas Rossolillo, and Bill

Below is Validea's guru fundamental report for ADVANCED MICRO DEVICES, INC. (AMD). Of the 22 guru strategies we follow, AMD rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundam

This week, Apple, AMD, Moderna, and Square report earnings.

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Investors interested in Electronics - Semiconductors stocks are likely familiar with United Microelectronics Corporation (UMC) and Advanced Micro Devices (AMD). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take

Below is Validea's guru fundamental report for ADVANCED MICRO DEVICES, INC. (AMD). Of the 22 guru strategies we follow, AMD rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundam

Video games are a massive market, projected to hit $385 billion this year and continue growing at a compound annual growth rate of about 8% through 2027, achieving a value of $522 billion. The industry attracts millions of customers each year, so it's not surprising that tech beh

Chipmaker Intel Corp forecast second-quarter revenue above Wall Street estimates on Thursday, a sign that chip demand was recovering after a downturn wrought by excess supply and a post-pandemic slump in the personal computer market.

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Wolfspeed Inc (Symbol: WOLF), where a total volume of 12,735 contracts has been traded thus far today, a contract volume which is representative of approximatel

Advanced Micro Devices AMD is set to release its first-quarter 2023 results on May 2.The company expects first-quarter revenues to be $5.3 billion (+/-$300 million), which indicates year-over-year decline of 10%.The Zacks Consensus Estimate for revenues is pegged at $5.3

The semiconductor industry is a crucial sector in today’s technology-driven world. This is largely due to the fact that it revolves around the design, manufacturing, and sales of semiconductor devices or integrated circuits (ICs). These tiny electronic components serve as t

In less than a week from today, on Tuesday, May 2, 2023, semiconductors giant Advanced Micro Devices ( NASDAQ:AMD) is scheduled to report its Q1 2023 financial results. A lot of investors seem nervous about that; since the start of April, AMD stock is down 13%. But do you know who is not nervous about AMD's earnings report? Stifel analyst Ruben Roy. In a recent research note, Roy reiterated his "buy" rating on AMD stock, along with a $98 price target -- that coincidentally, would take the stock right back up to where it started the month of April. (To view Roy's track record, click here) The analyst isn't 100% bullish on AMD in the near term, warning of "headwinds" that, while perhaps not felt overly much in Q1, will make themselves known by Q2. Longer term, however, Roy believes that AMD remains a good bet to outperform the stock market as it continues to gobble up market share over time. More on that in a moment. But first, the near-term picture: AMD has guided investors to expect about a 10% year over year revenue decline in Q1 -- about $5.3 billion -- and Roy is on board with that forecast. Earnings-wise, the picture is quite a bit uglier, with consensus forecasts centering on a 50% decline in profits to $0.56 per share, pro forma, and again, Roy agrees with that number. Curiously, where Roy differs with his peer stock analysts is on Q2, where most of Wall Street foresees sequential improvement in both revenues and profits, to $5.5 billion and $0.63 per share, respectively. Predicting the global semiconductors market will see a "less robust" recovery, however, Roy is forecasting revenues below $5.4 billion (an 18% year over year decline) and profits of just $0.60 per share (down 43% year over year). Indeed, Roy sees AMD underperforming expectations pretty much all year long this year. Whereas the Street has AMD reporting full year revenues of $23.6 billion for 2023, Roy thinks $23.4 billion (a 1% decline from 2022) is a bit closer to the truth. And where the Street has AMD earning $3.07, pro forma, this year, Roy is somewhat more conservative, predicting an even $3 per share -- down 15%. What's more, even when things start looking up again for semiconductors, and for AMD, Roy sees the rebound taking form slower than other analysts are counting on. In 2024, his prediction of 17% revenue growth (versus 2023) is nearly a full percentage point slower than the consensus opinion. He also thinks 2024 earnings of $4.10 will lag the consensus number of $4.30. Maybe no one will notice if they do, though. A rebound to even $4.10 would still represent robust 36% year over year growth. Ultimately, whether Roy is proven right or wrong in the short and medium terms, his long-term view remains intact. At a share price 20 times what he expects the stock to earn in 2024, AMD would look quite attractively priced if it ends up growing earnings 36% that year. Of course, that still leaves perhaps 20 months of unappetizing earnings that investors will need to live through between now and then. But if all goes as planned, the long-term rewards could be worth the short-to-medium-term pain. Let’s turn our attention now to the rest of the Street, where based on 19 Buys and 5 Holds, AMD currently carries a Strong Buy consensus rating. The average price target comes in at $100.38 and indicates a 17.5% upside potential for the year ahead. (See AMD stock forecast ) To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’  Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights. Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.

Advanced Micro Devices (NASDAQ: AMD) has been an outstanding performer in the stock market over the past five years, multiplying investors' wealth significantly thanks to robust growth in the data center and personal computer (PC) markets, which has helped boost revenue and earni

Below is Validea's guru fundamental report for ADVANCED MICRO DEVICES, INC. (AMD). Of the 22 guru strategies we follow, AMD rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundam

Advanced Micro Devices stock (NASDAQ: AMD) is expected to publish its Q1 FY’23 results on May 2 reporting on a quarter that saw declining PC sales and concerns about broader technology spending by large companies. We expect the company’s revenues to come in at about $

In this piece, I evaluated two chip stocks, Skyworks Solutions ( NASDAQ:SWKS ) and Advanced Micro Devices ( NASDAQ:AMD ), using TipRanks' comparison tool to determine which is better. Both are up significantly this year, although AMD has gained much more than Skyworks, at 34.5%, versus Skyworks' 13.8% gain year-to-date. Over the last 12 months, Skyworks is off 6.4%, while AMD is up 1.4%. With these sizable rallies, investors might be wondering whether there's any upside left in these shares, so a closer look is in order. The U.S. semiconductor industry is trading at around its three-year average price-to-earnings (P/E) multiple of 26.7 and its three-year average price-to-sales (P/S) multiple of around 5.6, providing some places to start with valuations. Skyworks Solutions (NASDAQ:SWKS) Skyworks Solutions is trading at a P/E ratio of around 14.5 and a P/S ratio of about 3.2, making it look significantly undervalued relative to its industry and versus its average P/E of 19.4 and average P/S of 4.9 over the last five years. Its valuation and solid financials suggest a bullish view might be appropriate. Skyworks makes chips that go in numerous everyday products that are always on, and its financials are quite stable. It's a fraction of the size of AMD, but it's trading at a little over $100, which is about where it was trading toward the end of 2019. However, Skyworks recorded $3.4 billion in revenue for Fiscal 2019, jumping to $5.5 billion in Fiscal 2022 and $5.3 billion over the last 12 months, suggesting a higher stock price should be in order. The company also posted record cash flows during the first quarter, and its board approved a new $2 billion share repurchase program. With stable net income margins in the 20% to 29% range and free cash flow margins typically in the low 20% range, Skyworks is in a solid financial position for the long haul. Given that the market has frequently assigned excessive valuations to tech stocks, especially chipmakers, it's worthwhile to be cautious of every company in the sector. However, while Skyworks does tend to rise alongside other chipmakers, its highs and lows tend to be less exaggerated than several chip stocks. This makes the company a solid play on the space, especially since it looks like there's room for upside from current levels. Finally, Skyworks has a dividend yield of 2.3%, which is great for the technology sector and makes it potentially a good dividend play, especially given the company has boosted its dividend annually for the last nine years. What is the Price Target for SWKS Stock?  Skyworks Solutions has a Moderate Buy consensus rating based on 13 Buys, 11 Holds, and one Sell rating assigned over the last three months. At $126.68, the average Skyworks Solutions stock price target implies upside potential of 23.8%. Advanced Micro Devices (NASDAQ:AMD) AMD is trading at a P/E ratio of about 102.2 and a P/S ratio of about 6.0, making it overvalued relative to its sector and its average P/E of 90.7 and P/S of 7.5 over the last five years. The company is trading around where it was toward the end of 2020, although its revenue has soared from $9.8 billion in Fiscal 2020 to $23.6 billion in Fiscal 2022. Given these factors, a neutral view seems appropriate, at least for now. On the one hand, AMD is fairly stable, but on the other, its net income margin plunged from 19% to 5.6% between 2021 and 2022. A closer look reveals a massive jump of about $6.5 billion in its operating expenses, driven by higher research and development and selling, general, and administrative expenses. However, AMD did repurchase $4.1 billion worth of its shares in 2022, about twice what it repurchased the year before (share buybacks tend to raise stock prices by lower a company's overall share count). Overall, AMD is a solid play, but it pays no dividend like Skyworks does, and its plunging net income margin is worth monitoring, along with its stock price, in case an attractive entry point appears. Of note, hedge funds added almost $18 million worth of AMD shares to their holdings in the last quarter. What is the Price Target for AMD Stock?  Advanced Micro Devices has a Strong Buy consensus rating based on 19 Buys, five Holds, and zero Sell ratings assigned over the last three months. At $100.38, the average AMD stock price target implies upside potential of 16.6%. Conclusion: Bullish on SWKS, Neutral on AMD Overall, Skyworks Solutions is a fraction of AMD's scale, but its solid dividend, stable margins, and relatively low valuation suggest it's the better option than AMD. Meanwhile, Advanced Micro Devices is also an attractive play. However, it seems likely a better entry point will appear, and its lack of dividend removes some of the attraction of holding it despite its relatively high valuation. Disclosure 

The following are the top rated Information Technology stocks according to Validea's Value Investor model based on the published strategy of Benjamin Graham. This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term e

The Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) was launched on 09/12/2017, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Blend category of the market.

Fintel reports that on April 25, 2023, Stifel maintained coverage of Advanced Micro Devices (NASDAQ:AMD) with a Buy recommendation. Analyst Price Forecast Suggests 15.04% Upside

The Video Gaming and eSports ETF is seeing unusually high volume in afternoon trading Tuesday, with over 214,000 shares traded versus three month average volume of about 32,000. Shares of ESPO were off about 2% on the day.