Advanced Micro Devices (AMD) stock has declined 13.3% so far this year and plunged more than 40% over the past year, as investors and analysts ...
AMD’s Q1 2025 revenue guidance of $7.1 billion ... Daiwa pointed to slower-than-expected adoption of the MI325 GPU as a key reason for the stock’s underperformance. "The big issue is the ...
AMD has increased R&D expenses from 17-21% of revenue in 2021 and 2022 to 25-26% in the last two years. The company launched the MI325 AI accelerator last quarter. MI350 series is announced to be ...
Top 5 Downgrades: Daiwa downgraded AMD (AMD) to Outperform from Buy with ... disappointment" in graphics processing units as MI325 seems to be ramping slower than expected. TD Cowen downgraded ...
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AMD began volume production of MI325X in the fourth quarter. MI325 delivers significant performance and TCO advantages compared to competitive offerings, including H100. AMD has passed key ...
Daiwa pointed to slower-than-expected adoption of the MI325 GPU as a key reason for the stock’s underperformance. "The big issue is the material disappointment in GPUs as Ml325 seems to be ramping ...
The firm noted underwhelming demand for AMD's MI325 and trimmed estimates for AMD's data center GPU revenues in 2025 to $10 billion. Despite these adjustments, KeyBanc remains optimistic about AMD ...