Latest news with #WilliamStein
Business Insider
10-07-2025
- Business
- Business Insider
AMD Stock Jumps on Earnings Update
Advanced Micro Devices (AMD) stock was up on Wednesday after the semiconductor company announced details surrounding its upcoming earnings report. The company said that it will report its Fiscal Q2 2025 results after markets close on Aug. 5, 2025. Its leadership team will conduct a conference call at 5:00 p.m. that day to go over the company's earnings. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Wall Street estimates that AMD will report adjusted earnings per share of 49 cents in Fiscal Q2 2025. That would be a nearly 29% drop from the 69 cents reported in the same period of the year prior. Analysts also expect the company to report revenue of $7.41 billion, a likely 27.1% increase year-over-year. Investors will note that AMD has beaten Wall Street's EPS estimates in six of the last eight quarters and revenue estimates in seven of them. Additionally, AMD announced that Executive Vice President, Chief Financial Officer, and Treasurer Jean Hu will host a presentation at Citigroup's (C) 2025 Global TMT Conference on Sept. 3. AMD Stock Movement and Analyst Updates AMD stock was up 1.39% on Wednesday and is up 15.78% year-to-date. However, the shares have fallen 25.08% over the past 12 months. Today's rally also follows recent analyst updates, including: A reiterated Hold rating and $111 price target from five-star Truist Financial analyst William Stein. A maintained Hold rating from five-star KeyBanc analyst John Vinh. A reiterated Hold rating and price target increase to $145 from $120 from five-star Citi analyst Christopher Danely. Danley increased his price target for AMD stock due to tariff updates. The analyst noted that tariffs didn't have as negative an impact on the semiconductor sector as expected. As a result, he expects a market upturn driven by strong demand and inventory replenishment. Is AMD Stock a Buy, Sell, or Hold? Turning to Wall Street, the analysts' consensus rating for AMD is Moderate Buy, based on 24 Buy and 10 Hold ratings over the past three months. With that comes an average AMD stock price target of $133.62, representing a potential 4.28% downside for the shares.
Yahoo
09-07-2025
- Business
- Yahoo
Truist Maintains Hold on AMD Amid Datacenter GPU Debate
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the . On July 7, Truist Securities analyst William Stein reiterated a 'Hold' rating on the stock with a $111.00 price target. 'Debate rages around AMD's Datacenter GPU strength- not whether the company can deliver Datacenter GPU product and ramp revenue, but instead: to what degree are customers (1) buying to stimulate competition and price-check NVDA (this is our view), or (2) buying because they or their customers actually prefer AMD's technology." Advanced Micro Devices, Inc. (NASDAQ:AMD) develops and sells semiconductors, processors, and GPUs for data centers, gaming, AI, and embedded applications. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-07-2025
- Business
- Yahoo
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion, According to Select Wall Street Analysts
Certain Wall Street analysts think Nvidia and Microsoft will become $5 trillion companies in the next 18 months. Nvidia is the market leader in AI accelerator chips and networking equipment, and the stock price is reasonable. Microsoft is monetizing AI across its software and cloud computing businesses, but the stock is rather expensive. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) shares have advanced 18% year to date, while the S&P 500 (SNPINDEX: ^GSPC) has gained 6% as of June 30. Some Wall Street analysts expect that momentum to carry the companies to a major milestone in the coming months. Specifically, both could achieve market values of $5 trillion before the end of 2026. William Stein at Truist Financial recently set Nvidia with a target price of $210 per share. That implies 33% upside from its current share price of $158. It also implies a market value of $5.1 trillion. Dan Ives at Wedbush recently told CNBC Microsoft could be a $5 trillion company within 18 months. That implies 39% upside from its current market value of $3.6 trillion. It also implies a share price of $690. Here's what investors should know about Nvidia and Microsoft. Nvidia develops accelerated computing solutions. The company is best known for graphics processing units, chips that accelerate complex data center workloads like artificial intelligence (AI). Nvidia accounts for about 90% of AI accelerator sales today and analysts generally expect the company to maintain its market dominance for the foreseeable future despite competition from Broadcom and AMD. Beyond that, Nvidia is also the market leader in networking gear used to support generative AI workloads. The company recently added two major customers in Alphabet's Google Cloud and Meta Platforms, both of which will deploy Nvidia Spectrum-X Ethernet networking platform in their data centers. The company also has a burgeoning software and services business. Nvidia reported first-quarter financial results that beat expectations on the top and bottom lines. Revenue rose 69% to $44 billion due to robust demand for AI infrastructure, and non-GAAP net income increased 33% to $0.81 per diluted share. Importantly, earnings would have increased more quickly had it not been for new chip export restrictions related to its China business. Wall Street expects Nvidia's adjusted earnings to increase at 41% annually through the fiscal year ending in January 2027. That makes the current valuation of 50 times adjusted earnings look reasonable. And if Nvidia's earnings do increase at 41% annually, its market value could hit $5 trillion in the next year while its price-to-earnings multiple falls to 46. Patient investors should feel comfortable owning Nvidia at its current price. Microsoft generates most of its revenue from enterprise software and cloud computing. While the company is best known for its leadership in office productivity software, it also has a strong position in enterprise resource planning, business intelligence, and several cybersecurity software verticals. Also, Microsoft Azure is the second largest public cloud in terms of infrastructure and platform services spending. Central to the company's growth strategy is artificial intelligence. Microsoft 365 Copilot is a generative AI assistant that can summarize content and make recommendations in office applications like Word and Excel. Copilot Studio is a low-code platform that lets customers design custom AI agents. And Azure AI Foundry is a cloud service that lets developers train machine learning models and build AI applications. Microsoft reported solid financial results in the third quarter of fiscal 2025, which ended in March. Revenue increased 13% to $70 billion on particularly strong momentum in Azure, driven by demand for AI services. In addition, the number of customers using Microsoft 365 Copilot increased threefold. Meanwhile, GAAP net income increased 18% to $3.46 per diluted share. Grand View Research estimates software-as-a-service revenue will grow at 12% annually through 2030, while cloud services sales increase at 20% annually during the same period. So, Microsoft has a reasonably good shot at achieving double-digit annual revenue growth through the end of the decade. Indeed, Wall Street estimates Microsoft's earnings will increase at 13% annually through the fiscal year ending in June 2026. However, that consensus still makes the current valuation of 38 times earnings look expensive. Microsoft may reach $5 trillion in the next 18 months, but I would personally avoid buying the stock until the price is more reasonable. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $722,181!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $968,402!* Now, it's worth noting Stock Advisor's total average return is 1,069% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, Microsoft, Nvidia, and Truist Financial. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion, According to Select Wall Street Analysts was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
25-06-2025
- Business
- Business Insider
Microchip (MCHP) Receives a Rating Update from a Top Analyst
In a report released yesterday, William Stein from Truist Financial maintained a Hold rating on Microchip (MCHP – Research Report), with a price target of $64.00. The company's shares closed yesterday at $70.43. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Stein is a top 25 analyst with an average return of 30.5% and a 74.69% success rate. Stein covers the Technology sector, focusing on stocks such as Microchip, Intel, and Advanced Micro Devices. In addition to Truist Financial, Microchip also received a Hold from Cantor Fitzgerald's Matthew Prisco in a report issued on June 18. However, on June 12, Evercore ISI maintained a Buy rating on Microchip (NASDAQ: MCHP). Based on Microchip's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $970.5 million and a GAAP net loss of $154.6 million. In comparison, last year the company earned a revenue of $1.33 billion and had a net profit of $154.7 million Based on the recent corporate insider activity of 38 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of MCHP in relation to earlier this year. Last month, Karlton D Johnson, a Director at MCHP sold 494.00 shares for a total of $29,980.86.
Yahoo
10-06-2025
- Business
- Yahoo
TTM Technologies price target raised to $41 from $36 at Truist
Truist analyst William Stein raised the firm's price target on TTM Technologies (TTMI) to $41 from $36 and keeps a Buy rating on the shares after hosting investors with its management's team. The firm was 'pleasantly surprised' by the management's confidence in idiosyncratic items, including the upside potential from the ramping Penang site, the Syracuse opportunity, and TTM's AI exposure, the analyst tells investors in a research note. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on TTMI: Disclaimer & DisclosureReport an Issue TTM Technologies Announces New Share Repurchase Program TTM Technologies board of directors authorized $100M share repurchase program TTM Technologies Reports Strong Q1 2025 Earnings TTM Technologies price target raised to $36 from $35 at B. Riley Strong Buy Recommendation for TTM Technologies Amid Robust Growth and Resilience Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
