bullish

AMD: 1Q25 Small Beat, 2Q Would Have Been a Large Beat Except for New US Export Restrictions to China

307 Views07 May 2025 01:54
​Strong 1Q25 for AMD with revenue and EPS growth, but challenging 2-3Q ahead due to US export restrictions. Stock down -45% from Jan-24, trading at low multiples - buy opportunity.
What is covered in the Full Insight:
  • AMD 1Q25 Performance Overview
  • Impact of US Export Restrictions
  • Market Position and Product Updates
  • Valuation and Investment Consideration
  • Consensus and Future Growth Estimates
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Nicolas Baratte
Technology / Semiconductor / Internet Research
Information TechnologyEquities
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