Ali Ahmed
Sat, May 2, 2026 astatine 5:40 PM CDT 2 min read
Deutsche Bank expert Ross Seymore said that investors volition beryllium paying adjacent attraction to Advanced Micro Devices, Inc.’s (NASDAQ:AMD) EPYC server CPU performance, particularly due to the fact that of the caller momentum successful the information halfway compute space. The probe steadfast estimates that the company’s EPYC conception volition turn 10% quarter-over-quarter successful some the archetypal and 2nd quarters. However, Deutsche Bank besides noted that proviso constraints are apt to beryllium the main origin limiting maturation successful the company’s CPU business.
For Advanced Micro Devices, Inc.’s (NASDAQ:AMD) Instinct information halfway GPU segment, Deutsche Bank expects dependable show successful the archetypal fractional of 2026, with revenues of astir $2.6 cardinal per quarter. The steadfast expects maturation to velocity up to 30% successful the 3rd 4th and past 75% successful the 4th quarter. Deutsche Bank forecasts this conception volition scope $6.2 cardinal successful the 4th fourth and full $15 cardinal for the afloat year.
It expects the institution to support its gross margins implicit 55% done the archetypal 3 quarters, earlier a mix-driven autumn to 54.5% successful the 4th quarter.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is simply a planetary semiconductor institution that manufactures GPUs, microprocessors, and high-performance computing solutions and serves a fig of high-growth industries similar gaming, information centers, and AI.
While we admit the imaginable of AMD arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
READ NEXT: 10 Best Fintech Stocks to Invest In According to Billionaires and 10 Best Medical Stocks to Buy Under $30.
Disclosure: None. Follow Insider Monkey connected Google News.

2 hours ago
1





English (CA) ·
English (US) ·
Spanish (MX) ·