Latest news with #StephanLingnau
Business Insider
6 days ago
- Business
- Business Insider
Advanced Micro Devices (AMD) Is About to Report Q2 Earnings Tomorrow. Here Is What to Expect
Advanced Micro Devices (AMD) is set to report its Q2 2025 earnings on Tuesday, August 5, after the market closes. AMD stock has gained 42% in 2025 so far, driven by investors' growing confidence in the company's AI chip strategy. The stock rally picked up pace after the company unveiled its upcoming MI350 chip at its AI event in June. Positive sentiment was further boosted by reports that AMD intends to raise prices on its MI350 chip, indicating strong demand. Wall Street analysts expect the company to post revenues of $7.41 billion, up 27% from the year-ago quarter, according to data from the TipRanks Forecast page. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. However, earnings are expected to decrease by about 30% from the year-ago quarter to $0.48 per share. Notably, AMD has an encouraging earnings surprise history. The company missed earnings estimates just twice out of the previous nine quarters. Analysts' Views Remain Divided Ahead of Q2 Earnings Wall Street is divided on AMD's short-term outlook. While some analysts expect strong growth driven by AI demand, others remain cautious due to lofty expectations and execution risks. For instance, Erste Group's Stephan Lingnau upgraded AMD to Buy, citing strong demand for high-performance chips and rising margins. He expects profit growth to pick up in 2025 and sees 'good growth prospects' for the stock. Meanwhile, DZ Bank analyst Ingo Wermann downgraded the stock from Buy to Sell but increased the price target to $150.00 from $118 per share. Also, Bernstein Top analyst Stacy Rasgon prefers to remain on the sidelines. While he raised his price target on AMD to $140, he kept a neutral rating, pointing to high valuations and near-term risks like ' tariff pull-forwards.' Rasgon sees near-term upside from China AI sales and the MI350 launch but warned that investor expectations may already be 'elevated.' Options Traders Anticipate a Large Move Using TipRanks' Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don't worry, the Options tool does this for you. Indeed, it currently says that options traders are expecting an 8.97% move in either direction. Is AMD Stock a Good Buy? Overall, Wall Street has a Moderate Buy consensus rating on Advanced Micro Devices stock based on 24 Buys, 10 Holds, and 1 Sell rating. The average AMD stock price target of $156.47 indicates a possible downside of 8.87% from current levels.
Yahoo
30-07-2025
- Business
- Yahoo
ServiceNow (NOW) Downgraded Due to Limited Upside Potential
ServiceNow, Inc. (NYSE:NOW) is one of the On July 23, Erste Group analyst Stephan Lingnau downgraded the stock to 'Hold' from Buy due to limited upside potential for the stock. The analyst told investors in a research note that ServiceNow's growth momentum is slightly lower in 2025 as compared to 2024, despite the company offering customers innovative products to enhance productivity levels. Moreover, its shares trade at a significantly higher multiple to peers, even though there is a similar operating margin and return on equity. A senior analyst pouring over a stack of data analysis reports on their laptop. Erste Group's analysis reveals that it anticipates software revenue from subscriptions to increase by 19% to 19.5% in the second quarter. The company's operating margin and return on equity are roughly in line with the sector average. However, its expected P/E ratio for 2025 is significantly higher. The valuation assessment led the firm's analyst, Hans Engel, to assess that 'the stock's upside potential is therefore limited for the time being.' In turn, this led to the downgrade. ServiceNow, Inc. (NYSE:NOW) is a technology company that offers a cloud-based software platform for automating business workflows within an enterprise. While we acknowledge the potential of NOW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. 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
Business Insider
26-07-2025
- Business
- Business Insider
Is AMD Stock a Buy Ahead of Q2 Earnings? Here's Wall Street's Take
All eyes are on Advanced Micro Devices' (AMD) second-quarter earnings that are scheduled to be announced on August 5. AMD stock has rallied about 38% year-to-date, driven by strong Q1 results, encouraging updates at the Advancing AI event, lifting of chip export restrictions, and revived hopes for the company's prospects in the artificial intelligence (AI) chips market. Ahead of the results, Wall Street is cautiously optimistic on AMD stock. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Expectations from AMD's Q2 Earnings AMD delivered impressive first-quarter results, with its data center segment's revenue rising 57%. The company's overall revenue growth has been accelerating in recent quarters. Wall Street expects AMD to report earnings per share (EPS) of $0.48 for Q2 2025, reflecting a 30% year-over-year decline. Meanwhile, revenue is estimated to grow by 27% to $7.41 billion. Looking ahead, Advanced Micro Devices' latest Instinct MI350X and MI355X graphics processing units (GPUs), which compete with Nvidia's (NVDA) Blackwell platform, are expected to boost its AI revenue. Moreover, the upcoming MI400X AI accelerator is expected to drive AMD's top-line higher. Analysts' Views Ahead of AMD's Q2 Results Heading into the Q2 results, Erste Group analyst Stephan Lingnau upgraded AMD stock from Hold to Buy, noting that the company sees further growth in 2025 based on the growing demand for high-performance CPUs and GPUs in data center environments. The analyst expects AMD's operating margin to increase in the medium term and profit growth to accelerate significantly next year. Lingnau expects AMD stock to continue to rise, given the company's 'good growth prospects.' Meanwhile, Citi analyst Christopher Danely increased his price target for AMD stock to $165 from $145, while maintaining a Hold rating. The 5-star analyst expects AMD stock to move higher ahead of the Q2 earnings report, driven by improving sentiment and the company's strong positioning in AI-related growth. That said, Danely is concerned that buy-side expectations for AMD may be too high. Is AMD Stock a Good Buy? Overall, Wall Street has a Moderate Buy consensus rating on Advanced Micro Devices stock based on 26 Buys and 10 Holds. The average AMD stock price target of $145.90 indicates a possible downside of 12.4% from current levels.
Globe and Mail
01-03-2025
- Business
- Globe and Mail
1 Wall Street Analyst Just Upgraded Coca-Cola Stock. Is It a Buy?
Coca-Cola (NYSE: KO) is about as much of a blue-chip stock as you'll find. The company has been a leader in the beverage industry for a century, and it retains that status today. In addition to its namesake brand, Coca-Cola also owns a wide range of other soft drink products, ranging from soda to iced tea to energy drinks, and it even branched out into restaurants for the first time with its 2019 acquisition of the Costa Coffee chain. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Coca-Cola is known as a recession-proof dividend stock that's capable of delivering steady growth over the long term, and its latest earnings report indicated that its reputation remains intact. Unit case volume rose 2% year over year in the quarter, driving revenue up 6%, and adjusted earnings per share rose 12%, benefiting from limited edition flavors and price hikes. The report was strong enough for one Wall Street analyst to take notice and upgrade their rating on the stock. Erste Group upgrades Coca-Cola Erste Group upgraded Coca-Cola from hold to buy. Analyst Stephan Lingnau noted that Coke's profitability is higher than that of its competitors, based on metrics like operating margin and return on equity. He's also bullish on the impact of new products like probiotic lemonades, which he believes will help drive the company's revenue growth. Is Coca-Cola a buy? There's no question that Coca-Cola is executing well, and the company seems to have put earlier concerns about stalling growth behind it. The stock has climbed about 17% in the past year and is less than 5% shy of its all-time high as of this writing. That also means Coca-Cola stock is expensive with a price-to-earnings ratio of 29. Its upside potential might seem limited here, but this is a Dividend King that offers a 2.9% yield. And it's likely to remain the leader in the beverage industry for another generation. Stocks like that tend to trade at a premium. For investors seeking a stable, generous dividend, Coca-Cola looks like a good bet. Don't miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $323,920!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $45,851!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $528,808!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon. Continue » *Stock Advisor returns as of February 28, 2025
