The financial break down when AMD reaches the $10 billion annual rate is as follows:
My next article will explore the potential for AMD to reach the $15 billion revenue target by 2022.
The biggest risk to this story remains a big brother like Intel with 10x the revenue base. If the chip giant was to successfully transition to 10nm and regain technology leadership over AMD, the company could fail to generate any revenue growth. AMD would fail to generate the EPS growth needed to sustain the current stock prices, much less the $52 price target from Rosenblatt needed to reward investors with buying the stock here knowing this risk.
The key investor takeaway is that new data points continue to support our targets for AMD reaching $10 billion-plus revenue targets and an EPS of $1.75. Whether this happens in 2020 or 2021 isn't overly relevant with the key point being the stock only trades at about 20x forward EPS estimates of $1.75. A realistic $2.50 EPS target for 2021 would easily push AMD to the next level next year.
|Wertung||Antworten||Thema||Verfasser||letzter Verfasser||letzter Beitrag|
|11||3.708||Mit Lisa Su und 7nm zum Next Horizon||Plattenuli||jamison_7_1||14.12.19 22:17|
|31||75.171||AMD- Mit Zen und Vega in eine bessere Zukunft||kewlworld||Tichy_||14.12.19 14:03|
|30||7.172||AMD - langfristig ein Kauf ?? o. T.||lucy||proxima||18.11.19 22:25|
|6||13||Eilmeldung AMD||daxbunny||Plattenulli||21.07.19 11:42|