Advanced Micro Devices designs data center GPUs (the Instinct accelerator line), EPYC server CPUs, Ryzen and Radeon client and graphics chips, and embedded processors, selling mostly to hyperscalers and PC and server OEMs. Its structural edge is the EPYC franchise, where AMD has taken server share from Intel while keeping a chiplet design that yields cheaper, denser silicon than monolithic rivals. The near-term driver is AI accelerator revenue ramping alongside the Instinct roadmap and the data center CPU cycle, which together underpin revenue growth of 50.1%. The stock trades at 39.5 times forward earnings against 143.4 times trailing, so the market is pricing a large step-up in earnings that has yet to appear in reported results. Gross margin of 55.7% and operating margin of 17.3% give the company room to absorb pricing pressure from Nvidia, but a 10.2% return on equity says the earnings power has not yet flowed through to shareholders at scale, which is the core question for a deeper look.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 8 Oct 2026, 00:00 CEST | Fair value | $51.25 | $50.15 | $649 |
| 2 Oct 2026, 00:00 CEST | ACCE price target | $615 | first publication | $616 |
| 29 Sept 2026, 00:00 CEST | Fair value | $50.15 | $51.26 | $631 |
| 24 Sept 2026, 00:00 CEST | Fair value | $51.26 | $50.67 | $624 |
| 22 Sept 2026, 00:00 CEST | Fair value | $50.67 | $51.61 | $560 |
| 17 Sept 2026, 00:00 CEST | Fair value | $51.61 | $50.96 | $504 |
| 15 Sept 2026, 00:00 CEST | Fair value | $50.96 | $52.24 | $516 |
| 13 Sept 2026, 00:00 CEST | Fair value | $52.24 | $54.14 | $516 |
| 10 Sept 2026, 00:00 CEST | Fair value | $54.14 | $51.62 | $506 |
| 8 Sept 2026, 00:00 CEST | Fair value | $51.62 | $53.42 | $478 |
Answered from Advanced Micro Devices Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AMD Advanced Micro Devices Inc. Common Stock | $516.79 | - | - | 131.8x | 10.2% | 74 | 71 |
| MU Micron Technology Inc. Common Stock | $856.49 | $685 | 25% above | 11.8x | 88.3% | 100 | 95 |
| 000660.KS SK hynix | KRW 1223000.00 | KRW 553061 | 121% above | - | 92.7% | 100 | 84 |
| AVGO Broadcom Inc. Common Stock | $323.24 | $198 | 64% above | 41.1x | 44.3% | 91 | 62 |
| INTC Intel Corporation Common Stock | $85.49 | - | - | - | -10.7% | 44 | 48 |
| 2330.TW Taiwan Semiconductor Manufacturing | TWD 2385.00 | TWD 1908 | 25% above | 24.5x | 41.9% | 100 | 84 |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $412.35 | $298 | 39% above | 27.1x | 41.9% | 100 | 83 |
Where AMD ranks against its sector peers on each metric.