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Thursday, March 24, 2022 1:30:46 PM
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168138494
Let's hear what the bulk of positive analyst reactions were focused on in this report...
AMD price target raised to $155 from $145 at Jefferies: Analyst Mark Lipacis noted the remarkable results and outlook with Q4 EPS and Q1 EPS guidance that were 21% and 31%, respectively, above consensus. After about 600 basis points of server CPU revenue share gains in 2021, he expects another 200-300 points in server share gains in Q1, adding that he believes its next-gen server significantly increases its average selling prices due to much higher core counts.
AMD price target raised to $160 from $150 at Cowen: Analyst Matthew Ramsay noted the guide to 31% growth to start the year which was well above his expectations. He said market share gains are driving significant growth in PCs and servers, further amplified by GPU/console upside. Ramsay said the guidance to start the year shows visibility into customer-driven demand and improved supply.
AMD price target raised to $160 from $140 at Raymond James: Analyst Chris Caso said "AMD's December quarter results were exceptional," and thinks there's an expectation that numbers will move higher throughout the year as more supply becomes available, particularly in 2H22.
AMD price target raised to $165 from $155 at KeyBanc: Analyst John Vinh noted AMD's strong results and guidance, both of which were above expectations driven by strength in client PC, which grew DD% year-over-year, and data center, which more than doubled year-over-year and exited 2021 at mid-20% of total revenues. Accordingly, AMD sees over 30% revenue growth in 2022 and, Vinh noted, management believes it has secured enough capacity to support this growth.
AMD price target raised to $180 from $175 at Susquehanna: Analyst Christopher Rolland said upside was broad-based across all segments and should continue into 1Q22 as better demand and supply both contribute to March guidance that now bucks the typical first-quarter seasonal decline. He said the company is buying stock, $1B worth in just the last few weeks, and he recommends investors do the same. As the second-biggest bull -- next to me -- Rolland gives sound advice.
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