Latest news with #EPYC4005Series
Yahoo
19-05-2025
- Business
- Yahoo
AMD (AMD) Price Target Raised to $135 on AI Momentum
Advanced Micro Devices (AMD, Financials) saw its stock price target raised by Mizuho to $135, citing stronger growth expectations from its AI portfolio and partnerships. Shares closed at $117.17 on the day of the report, up nearly 12% for the week. Warning! GuruFocus has detected 4 Warning Signs with AMD. Mizuho maintained its Outperform rating and raised AMDs forward earnings multiple for fiscal 2026 to 20.9x from 18.1x, pointing to greater confidence in long-term profit growth. Central to that view is AMDs $10 billion AI collaboration with HUMAIN and the expected launch of its MI355x chips in the second half of 2025. The new products may help offset the impact of the MI308 export ban to China. Mizuho also noted AMDs sound financial footing, supported by a recent $6 billion share repurchase announcement that lifts its total buyback program to $10 billion. AMD introduced its EPYC 4005 Series for small business servers, with support from OVHcloud and Supermicro. Despite a 99 basis-point drop in market share to 21.1% in Q1 2025, according to Mercury Research, Evercore ISI reiterated its $126 price target and Outperform rating on confidence in AMDs datacenter strategy. Investors are watching upcoming product rollouts and further AI deployment as key catalysts. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Advanced Micro Devices (NasdaqGS:AMD) Expands Share Buyback Plan By US$6 Billion
Advanced Micro Devices recently increased its equity buyback plan by $6 billion, raising the total authorization to $14 billion. This decision comes alongside the company's Q1 earnings report, which showed significant growth in both sales and net income, reinforcing AMD's financial robustness. In the context of a broader market uptrend of 5.1% over the past week and an 11% increase over the past year, AMD's stock price movement of approximately 25% upward in the last month was likely supported by these financial strides. The new partnership with HUMAIN to build global AI infrastructure and the launch of the EPYC 4005 Series processors further positions AMD in a favorable light. These developments align with the Nasdaq Composite's ongoing winning streak, suggesting that AMD's recent announcements and financial performance have added weight to its positive price movements. Buy, Hold or Sell Advanced Micro Devices? View our complete analysis and fair value estimate and you decide. Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit. Advanced Micro Devices' recent expansion of its equity buyback plan by US$6 billion is likely to reinforce investor confidence and could contribute to supporting its stock value, especially in light of its strong Q1 earnings performance. Over the longer term, AMD's stock has seen impressive gains, with a total return of 108.76% over five years. In comparison, over the past year, AMD's stock experienced a significant rise, although it slightly underperformed relative to the broader US semiconductor industry, which saw a notable annual return. This renewed buyback plan, along with substantial growth in sales and net income, has the potential to positively impact the company's revenue and earnings forecasts as analysts accommodate these financial enhancements. However, challenges such as regulatory barriers and fierce competition, as highlighted in the narrative, remain significant hurdles. The share price appreciation of around 25% over the last month places it closer to the consensus price target of $126.29, a modest discount to AMD's evaluated market value, suggesting room for further evaluation of strategic positioning and growth prospects. Evaluate Advanced Micro Devices' prospects by accessing our earnings growth report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:AMD. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Forbes
14-05-2025
- Business
- Forbes
AMD EPYC 4005 Series To Attack Cost-Sensitive Enterprise Server Market
AMD CEO Dr. Lisa Su AMD just unveiled new EPYC 4005 Series processors, targeting small and medium-sized businesses and hosted IT service providers with price and performance-competitive enterprise servers and workstations. These processors aim to deliver enterprise-class features, performance, and efficiency in an affordable, easy-to-deploy platform. The new EPYC 4005 Series is built on AMD's Zen 5 architecture, offering up to 16 cores and 32 threads. AMD 5th Gen EPYC 4005 Processor Features The new CPUs also support up to 192GB of DDR5 5600MHz ECC memory and up to 28 lanes of PCIe Gen 5, for significantly enhanced memory bandwidth while offering ample I/O expansion and throughput. The EPYC 4005 Series utilizes AMD's AM5 socket, ensuring compatibility with existing infrastructure and simplifying deployment. Combined with a single-socket AM5 platform, the EPYC 4005 Series enables strong performance without the added complexity or cost of dual-socket setups. For enterprise servers and workstations, the market opportunity could be substantial, including virtualized environments, cloud hosting and efficient edge computing applications. AMD EPYC 4005 Series Vs Intel Xeon Silver 6th Gen Performance Comparison The EPYC 4005 Series is built on AMD's latest Zen 5 architecture, bringing up to 16 cores and 32 threads to a more accessible segment of the enterprise market. AMD is positioning these chips as ideal for entry-level server use cases, but make no mistake, there's real performance under the hood. AMD cites benchmark results using the open-source Phoronix test suite to demonstrate its advantage. In a geo-mean compilation of all tests in the suite, the 16-core EPYC 4565P delivered 1.83x the performance of Intel's 8-core Xeon Silver 6369P in multi-threaded workloads. This includes performance-intensive operations like code compilation, data compression, and image processing, the kind of tasks that are common in virtualized and containerized environments. AMD's deliberate positioning of the EPYC 4005 Series as a no compromise solution for edge, virtualization, and cloud gateway systems seems to match its performance claims. If real-world usage tracks with AMD's internal benchmarks, these processors could punch well above their weight class, particularly for enterprises that prioritize performance-per-dollar and deployment simplicity. AMD EPYC 4005 Server And Workstation Solutions Partners AMD has garnered support from a multitude of OEM partners for the EPYC 4005 Series, including Lenovo, Supermicro, and OVHcloud (a bare metal, public, private and enterprise cloud hosting company). These OEMs aim to provide tailored solutions for SMBs, combining AMD's processors with partner hardware and services. With the EPYC 4005 Series, AMD is targeting a key gap in the market. Small to mid-sized businesses and hosted IT providers often get overlooked when it comes to enterprise-class silicon, and AMD clearly sees an opportunity. These chips bring serious horsepower—up to 16 of the company's Zen 5 CPU cores, DDR5-5600, and PCIe 5.0—to a price point and deployment model that's more approachable than legacy data center offerings. This move could put real pressure on Intel's hold over the entry-level server and cloud services market. If AMD's performance claims hold up across a range of workloads, especially in multi-threaded tasks like virtualization and light cloud hosting, AMD could chip off additional market share versus Intel with OEMs and SMBs alike. And with big-name partners like Lenovo, Supermicro, and OVHcloud already on board, AMD is not going it alone. Bottom line: EPYC 4005 Series spec sheets may not stand out versus high-end server platforms, but this new AMD CPU family is a smart, strategic play in a fast-growing segment.
Yahoo
14-05-2025
- Business
- Yahoo
Advanced Micro Devices (NasdaqGS:AMD) Announces US$6 Billion Buyback And AI Expansion
Advanced Micro Devices saw its share price rise by 20% over the last month, buoyed by several contributing factors. The announcement of a substantial $6 billion expansion in its stock buyback plan added momentum to the company's market performance. Additionally, AMD's collaboration with HUMAIN on a $10 billion AI infrastructure project, along with the introduction of the EPYC 4005 Series processors, signaled strong growth prospects. These positive developments occurred as the broader market, reflected by the Nasdaq's rise, showed gains driven by easing U.S.-China tariffs and a decline in inflation, enhancing investor confidence across the tech sector. Buy, Hold or Sell Advanced Micro Devices? View our complete analysis and fair value estimate and you decide. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 30 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The recent developments highlighted in AMD's news brief could have a meaningful impact on the company's narrative. The proposed $6 billion stock buyback and collaboration with HUMAIN in a $10 billion AI project signal a robust approach towards growth acceleration. These initiatives may bolster investor confidence and positively influence revenue and earnings forecasts, with potential for increased market share in AI and high-performance computing sectors. However, regulatory barriers and competition remain key challenges that could limit long-term market expansion. Over a five-year period, AMD's total shareholder return, including share price and dividends, was 102.74%. This performance contextually outpaces the 21.6% return of the U.S. Semiconductor industry over the past year, showcasing AMD's strong historical growth. However, amid these positive developments, AMD has underperformed the U.S. Market's 11.5% return in the same annual period, highlighting a differential in shorter-term expectations. Regarding price movements, the recent rise to a share price of US$98.62 puts AMD at a 12.91% discount to the consensus price target of US$126.98. While the stock's current valuation reflects some optimism, it's essential investors consider both the company's bullish potential in the face of AI opportunities and the bearish scenarios outlined due to geopolitical and competitive pressures. The balance between these factors will shape AMD's trajectory in the evolving semiconductor landscape. Upon reviewing our latest valuation report, Advanced Micro Devices' share price might be too optimistic. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:AMD. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
AI Chips Update - Saudi Arabia Partners With NVIDIA to Boost AI Leadership
Saudi Arabia is set to emerge as a global leader in AI technology through a strategic partnership with NVIDIA, focused on establishing AI infrastructure across the nation. This collaboration aims to build AI factories powered by NVIDIA's advanced GPUs, with a projected capacity of up to 500 megawatts over the next five years. Key initiatives include the deployment of an NVIDIA Omniverse Cloud for simulating AI solutions with digital twins and the establishment of a sovereign AI factory with 5,000 Blackwell GPUs. Additionally, thousands of developers will be trained to tackle complex challenges in AI and accelerated computing, aligning with Saudi Vision 2030's objectives of economic diversification and digital leadership. last closed at $129.93 up 5.6%. In other trading, was a standout up 22.7% and ending trading at $191.60. In the meantime, softened, down 3.1% to end trading at CN¥17.79. NVIDIA's focus on AI scaling through Blackwell architecture could rapidly impact growth across key sectors. Explore our detailed narrative on NVIDIA to see how this opportunity could evolve. Don't miss our Market Insights article, "Investing In Innovation to Beat Stagflation," which discusses how AI chip innovations offer opportunities in uncertain markets—read it now to stay ahead! closed at $112.46 up 4%. This week, AMD announced a $10 billion partnership with HUMAIN to create a global AI infrastructure, launched EPYC 4005 Series processors for enterprise solutions, and highlighted a collaboration with CyberLink to enhance AI PC performance. closed at €683.70 up 2.5%. closed at $151.34 down 0.5%. This month, Qualcomm extended the deadline to announce a firm offer for Alphawave to 27 May 2025 amid ongoing acquisition discussions. Reveal the 53 hidden gems, such as Advantest, SK hynix and Skyworks Solutions, among our AI Chip Stocks screener with a single click here. Ready For A Different Approach? AI is about to change healthcare. These 24 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sources: Simply Wall St "Saudi Arabia and NVIDIA to Build AI Factories to Power Next Wave of Intelligence for the Age of Reasoning" from NVIDIA on GlobeNewswire (published 13 May 2025) Companies discussed in this article include NasdaqGS:FSLR NasdaqGS:NVDA NasdaqGS:AMD ENXTAM:ASML NasdaqGS:QCOM and SHSE:600438. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
