Published: 2024-12-10
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
AMD's gaming and embedded business segments are predicted to become positive in the middle to second half of 2025.
"I think they're going to both flip over to the positive in the middle to the second half of 2025 very important... no doubt in my mind that gaming should turn positive in the middle to back half of 2025... that's another business that should inflect positive middle to second half of 2025 for this company."
Pending
AMD is predicted to report $8-9 billion in revenue for the quarter ending December 2024 (reported in Jan/Feb 2025).
"my guess is they probably do 8 billion to9 billion of Revenue in this quarter they're going to report here in what a month or two from now."
Pending
AMD's gross margins are predicted to reach 54% for the quarter ending December 2024 (reported in Jan/Feb 2025).
"gross margins expected to Skyrocket for the company up to 54% keep in mind the gross margins recently have been in the 40s so we're talking about a major expansion in margins here."
Pending
AMD is predicted to achieve $10 billion in quarterly revenue in the not-too-distant future.
"I don't think it's in two distance in the future that AMD is going to start putting up $10 billion Revenue numbers for this company overall."
Pending
AMD's trailing twelve-month revenue is predicted to skyrocket for the next several years.
"you're going to see this revenue on a trillion 12 month basis continue to Skyrocket for the next several years not for the next several quarters for the next several years in regards to AMD."
Pending
AMD's gross margins are predicted to continue climbing, potentially reaching the high 50s or low 60s over the next several years.
"I think that's going to continue to climb... do I see the company going to high 50s maybe even low 60s absolutely."
Pending
AMD's net margins are predicted to reach 30%+ over the next several years.
"do I see them over the next several years getting the net margins 30% plus absolutely."
Pending
AMD's earnings per share (EPS) growth is predicted to be 200% for 2025.
"200% is kind of in the bag for earnings per share growth for next year."
Pending
AMD's revenue growth is predicted to continue accelerating for the next several years.
"I see that continue to accelerate for the next several years."
Pending
AMD is predicted to have accelerating growth, while Nvidia (NVDA) is predicted to have substantially decelerating growth rates over the next two years (2025-2026).
"AMD is going to be the hot one that everybody's going to want to flock to because they got the accelerating growth in Nvidia unfortunately will have the decelerating growth rates quite substantially especially over this next two years now."
Pending
Under the base case, AMD is predicted to have 25%+ revenue growth in 2025.
"25% plus Revenue growth is in the bag for the company cuz basically the company always usually has about a year out of kind of visibility... 25% Revenue growth for 2025 is in the bag."
Pending
Under the base case, AMD is predicted to have 200% net income growth in 2025.
"200% net income growth that's basically in the bag as well for for AMD for next year as well."
Pending
Under the base case, AMD is predicted to have 25% annual revenue growth from 2026 through 2028.
"I have them doing Revenue growth in my base case 25% a year that's extremely doable company for the company when you look at the embedded segment and the data center segment I mean the client segment then the gaming segment turn I mean there just the the DT AC systems acquisition like there's no disbelief at all in my opinion about that being realistic number."
Pending
Under the base case, AMD is predicted to have 35% annual net income growth from 2026 through 2028.
"net income growth of 35 % on the bottom line yes because they're going to have major gross margin expansion so their net margin should expand rapidly over this next few years."
Pending
Under the base case, AMD's net income margin is predicted to reach 34% by 2028.
"it puts net income margins come 2028 at 34%."
Pending
Under the base case, AMD's stock price is predicted to be between $400 and $500 per share by 2028.
"that puts the stock some between about $400 and about $500 a share."
Pending
Under the bear case, AMD is predicted to have 15% annual revenue growth from 2026 through 2028.
"in this scenario I had them doing only 15% Revenue growth 2026 through 2028 on average."
Pending
Under the bear case, AMD is predicted to have 20% annual net income growth from 2026 through 2028.
"nit income growth of only 20% on average per year for those three years would be horrible."
Pending
Under the bear case, AMD's net income margin is predicted to reach 31% by 2028.
"that puts them at net income margin at 31% come 2028."
Pending
Under the bear case, AMD's stock price is predicted to be between $190 and $230 per share by 2028.
"stock price goes to somewhere around $190 to about $230 a share."
Pending
Under the bull case, AMD is predicted to have 35% annual revenue growth from 2025 through 2028.
"this would be a scenario where they grow 35% per year Revenue right and that includes 2025 and for this scenario right so I think there's actually a pretty decent probability they're going to do around 35% Revenue growth in 2025 and then keep that going for the next several years."
Pending
Under the bull case, AMD is predicted to have 50% annual net income growth from 2025 through 2028, leading to a 35% net income margin by 2028.
"doing about 50% earnings per share growth which if they're doing 35% Revenue growth with the higher margin chips I think they could get up to like a 50 perish net uh net margin growth or net income growth um over the coming years which puts at a 35% net income margin in 2028."
Pending
Under the bull case, AMD's stock price is predicted to be between $640 and $800 per share by 2028.
"in this scenario stock goes to somewhere around $640 a share to8 to low $800 a share."
Pending
Under the ultra bull case, AMD is predicted to have 50% annual revenue growth from 2025 through 2028.
"let's say AMD just tears it up over the next few years Lisa Su has a historic run and gets to 50% Revenue growth per year on average for the next four years right 2025 through 2028."
Pending
Under the ultra bull case, AMD is predicted to have 75% annual net income growth from 2026 through 2028, leading to a 36% net income margin by 2028.
"after that they do 75% net income growth per year gets their net income margins to 36% come 2028."
Pending
Under the ultra bull case, AMD's stock price is predicted to be between $1,595 and $2,175 per share by 2028.
"gives you $1,595 in stock to $2,175 under the ultra bull case for AMD."
Pending
Under the ultra bear case, AMD is predicted to have 0% annual revenue and net income growth from 2026 through 2028.
"magically AMD never grows they never grow 0% Revenue growth in 2026 0% Revenue growth in 2027 0% Revenue growth in 2028 0% net income growth in all three of those years."
Pending
Under the ultra bear case, AMD's stock price is predicted to be between $54 and $81 per share by 2028.
"in that scenario AMD would be $54 to $81."
Pending
The AI chip market is predicted to reach over $500 billion by 2028 (citation of Lisa Su's prediction).
"AMD CEO predicts $500 billion AI chip Market by 2028."
Pending
AMD's gaming segment revenue is predicted to turn positive (year-over-year growth) in mid to late 2025.
"there's no doubt in my mind that gaming should turn positive in the middle to back half of 2025"
Pending
AMD's embedded segment revenue is predicted to turn positive (year-over-year growth) in mid to late 2025.
"that's another business that should inflect positive middle to second half of 2025 for this company"
Pending
AMD's Q4 2024 revenue is predicted to be between $8 billion and $9 billion.
"my guess is they probably do 8 billion to9 billion of Revenue in this quarter they're going to report here in what a month or two from now"
Pending
AMD's Q4 2024 will be its best quarter ever in terms of performance.
"this is going to be their best quarter ever by far like by far this is going to be their best quarter"
Pending
AMD's gross margins are predicted to expand to the high 50s or low 60s percentage over the next several years (by 2028).
"do I see the company going to high 50s maybe even low 60s absolutely"
Pending
AMD's net margins are predicted to reach 30% plus over the next several years (by 2028).
"do I see them over the next several years getting the net margins 30% plus absolutely"
Pending
AMD's earnings per share (EPS) is predicted to grow by 200% in 2025.
"200% is kind of in the bag for earnings per share growth for next year"
Pending
AMD's growth rates are predicted to accelerate, making it more attractive than Nvidia, which is predicted to experience substantially decelerating growth rates over 2025-2026.
"AMD is going to be the hot one that everybody's going to want to flock to because they got the accelerating growth in Nvidia unfortunately will have the decelerating growth rates quite substantially especially over this next two years now"
Pending
AMD's revenue growth is predicted to be 25% or more in 2025 (base case).
"for 2025 basically 25% plus Revenue growth is in the bag for the company"
Pending
AMD's annual revenue growth is predicted to be 25% on average from 2026 to 2028 (base case).
"I have them doing Revenue growth in my base case 25% a year that's extremely doable company"
Pending
AMD's annual net income growth is predicted to be 35% on average from 2026 to 2028 (base case).
"net income growth of 35% on the bottom line"
Pending
AMD's net income margin is predicted to be 34% by 2028 (base case).
"puts net income margins come 2028 at 34%"
Pending
AMD's stock price is predicted to be between $400 and $500 per share by 2028 (base case).
"that puts the stock some between about $400 and about $500 a share"
Pending
AMD's annual revenue growth is predicted to be 15% on average from 2026 to 2028 (bear case).
"I had them doing only 15% Revenue growth 2026 through 2028 on average"
Pending
AMD's annual net income growth is predicted to be 20% on average from 2026 to 2028 (bear case).
"Nit income growth of only 20% on average per year for those three years would be horrible"
Pending
AMD's net income margin is predicted to be 31% by 2028 (bear case).
"puts them at net income margin at 31% come 2028"
Pending
AMD's stock price is predicted to be between $190 and $230 per share by 2028 (bear case).
"stock price goes to somewhere around $190 to about $230 a share"
Pending
AMD's annual revenue growth is predicted to be 35% per year on average from 2025 to 2028 (bull case).
"they grow 35% per year Revenue right and that includes 2025"
Pending
AMD's annual earnings per share (and net income) growth is predicted to be 50% on average from 2025 to 2028 (bull case).
"doing about 50% earnings per share growth"
Pending
AMD's net income margin is predicted to be 35% by 2028 (bull case).
"which puts at a 35% net income margin in 2028"
Pending
AMD's stock price is predicted to be between $640 and $800 per share by 2028 (bull case).
"stock goes to somewhere around $640 a share to low $800 a share"
Pending
AMD's annual revenue growth is predicted to be 50% per year on average from 2025 to 2028 (ultra bull case).
"gets to 50% Revenue growth per year on average for the next four years right 2025 through 2028"
Pending
AMD's annual net income growth is predicted to be 75% per year on average from 2026 to 2028 (ultra bull case, after 200% in 2025).
"after that they do 75% net income growth per year"
Pending
AMD's net income margin is predicted to be 36% by 2028 (ultra bull case).
"gets their net income margins to 36% come 2028"
Pending
AMD's stock price is predicted to be between $1,595 and $2,175 per share by 2028 (ultra bull case).
"which gives you $1,595 in stock to $2,175 under the ultra bull case for AMD"
Pending
AMD's annual revenue growth is predicted to be 0% from 2026 to 2028 (ultra bear case, presented as unrealistic).
"magically AMD never grows they never grow 0% Revenue growth in 2026 0% Revenue growth in 2027 0% Revenue growth in 2028"
Pending
AMD's annual net income growth is predicted to be 0% from 2026 to 2028 (ultra bear case, presented as unrealistic).
"0% net income growth in all three of those years"
Pending
AMD's stock price is predicted to be between $54 and $81 per share by 2028 (ultra bear case, presented as unrealistic).
"AMD would be $54 to $81"
Pending