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AMD to hit $48 in 12 months### Company Summary Advanced Micro Devices, Inc. (AMD) is an American semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets. While initially it manufactured its own processors, the company later outsourced its manufacturing, a practice known as fabless, after GlobalFoundries was spun off in 2009. AMD's main products include microprocessors, motherboard chipsets, embedded processors and graphics processors for servers, workstations and personal computers, and embedded systems applications. AMD is the second-largest supplier and only significant rival to Intel in the market for x86-based microprocessors. Since acquiring ATI in 2006, AMD and its competitor Nvidia have dominated the discrete Graphics Processing Unit (GPU) market. Lisa Su (born 1969) is a Taiwanese-American business executive and electrical engineer, Ph.D. from MIT in 1994, and the CEO and president of Advanced Micro Devices (AMD). Early in her career, Su worked at Texas Instruments, IBM, and Freescale Semiconductor in engineering and management positions.She is known for her work developing silicon-on-insulator semiconductor manufacturing technologies and more efficient semiconductor chips during her time as vice president of IBM's Semiconductor Research and Development Center. Su was appointed president and CEO of AMD in October 2014, after joining the company in 2012 and holding roles such as senior vice president of AMD's global business units and chief operating officer. She currently serves on the boards of Analog Devices, Global Semiconductor Alliance and the U.S. Semiconductor Industry Association, and is a fellow of the Institute of Electrical and Electronics Engineers (IEEE). Recognized with a number of awards and accolades, she was named Executive of the Year by EE Times in 2014 and one of the World's Greatest Leaders in 2017 by Fortune. According to Form 10-Q of AMD filed, AMD is a global semiconductor company with facilities around the world. Within the global semiconductor industry, primarily offering: * x86 microprocessors, as standalone devices or as incorporated into an accelerated processing unit (APU), chipsets, discrete and integrated graphics processing units (GPUs), and professional GPUs; and * server and embedded processors, semi-custom System-on-Chip (SoC) products and technology for game consoles. AMD also licenses portions of intellectual property (IP) portfolio. AMD's financial results for the second quarter of 2018 demonstrate continued success in the execution of AMD's long-term strategy for sustained growth. Net revenue in the second quarter of 2018 was $1.76 billion, a 53% increase compared to the second quarter of 2017. The year-over-year increase was primarily due to a 64% increase in Computing and Graphics net revenue and a 37% increase in Enterprise, Embedded and Semi-Custom net revenue. The increase in the Computing and Graphics segment net revenue was primarily due to higher sales of AMD's RadeonTM and RyzenTM products. The increase in the Enterprise, Embedded and Semi-Custom segment net revenue was primarily due to higher semi-custom revenue as well as higher EPYCTM server revenue. AMD's operating income for the second quarter of 2018 was $153 million compared to an operating loss of $1 million in the second quarter of 2017. AMD's net income for the second quarter of 2018 was $116 million compared to a net loss of $42 million in the second quarter of 2017. AMD continued to introduce new products in the second quarter of 2018, including premium notebook AMD Ryzen PRO APUs designed specifically for the commercial market. AMD also announced the availability of four models of AMD's 2nd Generation Ryzen desktop CPUs optimized for gamers, creators and hardware enthusiasts. Cash, cash equivalents and marketable securities as of the end of the second quarter of 2018 were $983 million, compared to $1.18 billion as of the end of the fourth quarter of 2017. AMD intends the discussion of financial condition and results of operations that follows to provide information that will assist you in understanding AMD's financial statements, the changes in certain key items in those financial statements from year to year and quarter to quarter, the primary factors that resulted in those changes, and how certain accounting principles, policies and estimates affect AMD's financial statements. ### Statistics Shares Outstanding: 0.97B Avg Daily Vol: 100.7M Market Cap: 31.5B 52-Week High: $32.22 52-Week Low: $9.04 Forward PE: 42.71 Annual Div/Dividend Yield: $0.00 / 0.00% Annual Rev: 6.9B Inst Own: 68.1% 1-Month Return: 15.5% 3-Month Return: 45.7% Next Earnings Report Date: 10/23/2018 Earnings ESP: NA Revenue Per Employee: $742,133 Money Flow Ratio: 1.04% ### Profitability Revenue Growth: 40.4% (Sector Average 9.8%) Gross Margin: 36.1% (Sector Average 38.8%) Return on Equity: 47.1% (Sector Average 7.1%) Net Margin: 5.4% (Sector Average 4.9%) ### Debt Current Ratio: 1.8 (Sector Average 2.9) Debt-to-Capital: 67.1% (Sector Average 25.9%) Interest Funding: 18.5% (Sector Average 5.1%) Interest Coverage: 4.5 (Sector Average 4.2) ### Dividend Dividend Growth: NA (Sector Average 12.8%) Dividend Payout: NA (Sector Average 35.8%) Dividend Coverage: NA (Sector Average 3.8) Dividend Yield: NA (Sector Average 0.0%) ### Top Peer Companies Avid Technology, Inc (AVID) Cabot Microelectronics Corporation (CCMP) Cirrus Logic, Inc (CRUS) DIALOG SEMICON (DLGNF) Diodes Inc (DIOD) EMC Corp (EMC) F5 Networks Inc (FFIV) Falconstor Software Inc (FALC) Intel Corp (INTC) International Business Machines Corp (IBM) Lattice Semiconductor Corporation (LSCC) Mellanox Technologies, Ltd (MLNX) Netapp, Inc (NTAP) Nvidia Corp (NVDA) Oracle Corporation (ORCL) PMC Sierra Inc (PMCS) Unisys Corp (UIS) ### 12 Month Price Target Mean: $39.01 High: $48.77 Low: $25.13 ### Revenue Growth Approximated quarterly revenue growth compared to the same quarter of the year before are as follows: Q1 2015: -26.3 % Q2 2015: -34.7 % Q3 2015: -25.7 % Q4 2015: -22.7 % Q1 2016: -19.2 % Q2 2016: 9.0 % Q3 2016: 23.2 % Q4 2016: 15.5 % Q1 2017: 33.8 % Q2 2017: 25.7 % Q3 2017: 19.0 % Q4 2017: 18.3 % Q1 2018: 67.4 % Q2 2018: 43.7 % ### Earnings Surprise Positive (+10.3%) aicody.com
NASDAQ:AMDLong
by aicody
2
PANW = WALL STREET CORRUPTION - MICRON IS GOING TO $250.00I just took a look at this garbage company and its bleak earnings release, I WAS SHOCKED AT THE STOCK PRICE COMPARED TO THE MONSTERS MICRON, WESTERN DIGITAL, INTEL AND MANY MORE! PALO NETWORKS IS TRADING AT $220 ... OMG! ... AND ... AFTER HOURS UP $12.00 ON A NEGATIVE EARNINGS REPORT..? YES, THESE STOCKS ARE BUBBLES AND WALL STREET COMPANIES LIKE MICRON SHOULD GO PRIVATE AND STICK WALL STREET WITH JUNK BUBBLE STOCKS TO TRADE. PALO HAS AN E.P.S OF NEGATIVE -2.02 PALO LAST SEVEN (7) QTR'S E.P.S... YES I SAID 7 QTR'S ... ONLY $5.41 IN EARNINGS COMPARED TO MICRON'S LAST SEVEN (7) QTR'S E.P.S ... $13.28 IN EARNINGS AND WHERE IS MICRON'S STOCK TRADING COMPARED TO THIS GARBAGE COMPANY? TODAY'S NEWS FROM THE CFO OF MICRON WAS NOTHING BUT POSITIVE BUT BECAUSE WALL STREET DID NOT LIKE THE COST OF ONE PRODUCT, NAND MEMORY WAS LOWER, THEY CRASHED THE STOCK PRICE MICRON CFO SAID "AVERAGE SELLING PRICES ""INCREASED"" FROM THE SECOND QTR TO THE THIRD QTR DUE TO MULTI-CHIP TECHNOLOGY THAT HAVE BOTH NAND AND DRAM / DUAL TECHNOLOGY ON A CHIP" DAVID ZINSNER / CFO OF MICRON JUST TOLD WALL STREET THIS COMING QTR WILL BEAT ESTIMATES! THE LIST OF GARBAGE COMPANIES GOES ON AND ON, PALO IS NOT THE ONLY GARBAGE "BUBBLE" TECH STOCK! ELON MUSK / TESLA WAS RIGHT, HE SHOULD TAKE THE COMPANY PRIVATE ALONG WITH ALL THE REST OF THE COMPANIES LIKE MICRON WHERE WALL STREET HAS NO APPRECIATION, CLUE OR KNOWLEDGE AS TO THE FUTURE POTENTIAL OF COMPANY PRODUCTS, SERVICES AND MOST OF ALL, TECHNOLOGY. DIRTY WALL STREET FIRMS TORTURE THE COMPANIES LIKE MICRON WHILE CHEERING GARBAGE COMPANIES LIKE PALO. WALL STREET IS NO MORE AN ELITE PLACE TO BE ASSOCIATED WITH! MY AVERAGE COST IS SO LOW RIGHT NOW ON MICRON, WHEN IT GOES TO $250 A SHARE WITH OVER $20.00 IN EARNINGS, I'LL BE A BILLIONAIRE, NO LONGER A MILLIONAIRE! THANK YOU CORRUPT WALL STREET FOR CONTINUING TO OPEN MY EYES AS TO THE CORRUPTION PLAGUING THE FINANCIAL MARKETS AND FOR MAKING ME ONE STEP CLOSER TO BILLIONAIRE STATUS!
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by UnknownUnicorn3159981
Start Accumulating WDCShares of WDC have fallen precipitously over the past several weeks from north of $100 to around $62-65. However, a look at the weekly chart shows this level to be significant support, as it's 61.8% retracement of the advance from the lows in 2016 to the highs this year. Furthermore, the dashed line shows that this level was also a significant level back in 2013, because it went on to double in price from that breakout point. Also worth noting is that we formed a bullish hammer last week, and so far this week the bulls seem to have favor. I'd like to see another flush down to $62 to get the RSI in to oversold territory, and I believe we'll get it over the next few weeks. Data storage is an obvious requirement for life in this day and age, so the threat of extinction seems unlikely. The main threat will be simply keeping up with evolving requirements better than competitors like STX, and to a lesser extent, MU. I've began buying to accumulate a position, as I expect it to take time to materialize in to a rally. At current levels, you get a 3.1% dividend while you hold it. Plus, at 5.5x 2018's earnings estimates, it's not expensive on a P/E basis, and with a P/S (price/sales) ratio of 0.92, it's not expensive on that basis, either. In short, I like it for a long term play on the ever-growing data business, and now is the time to start buying.
NASDAQ:WDCLong
by EchoAlphaBravo
Micron (MU) - BUY BUY BUYOkay, so I must say that I'd started a post and it got lost, so I'm going to condense this one out of frustration and for the sake of brevity. Technicals - This weekly chart shows that shares broke their upward sloping trend line (white line), and it also experienced a bearish breakdown of the R.S.I. (yellow circle). The MACD also confirms this bearish trend. Although not depicted on this chart, shares fell below their 200-day moving average today, which was at $49.97. Back to the weekly... there are two swings, a major (tan lines) and a minor (blue lines). As such, I'll present the supports as zones rather than absolute levels. The first zone of support comes in at $43.53-45.76. The next zone is at $37.00-41.29. The last zone is around $26.85-30.48. The support at $26.85 is the low from Aug. 2017. Underneath that, there's one more support level at $21.19. Let me be clear in saying that I don't think we break down beyond the $41 area, as its major support. In fact, I doubt we go too much further from here, so I'm targeting the first zone at, say, call it $43-46. I added to my long-term position today and will be looking to add more on additional weakness. I also bought some September calls in my shorter-term trading account. Fundamentals - Shares are dirt cheap. At current prices, it's trading at 4x 2018's estimated earnings ($11.77), and at 4.1x 2019's estimated earnings ($11.60). The PEG ratio is 0.14, price/sales is 1.9x, and price/cash flow is at 2.9x. All metrics suggest a great value. Finally, while MU doesn't pay a dividend (which I believe will soon change), it's worth noting that the company recently authorized a $10 billion buyback program, which given its $55 billion market cap, equates to over 18% of the float being bought back, and obviously that should bolster E.P.S. figures significantly. Given the volatile nature of this name, I suggest scaling in and using this weakness as an "accumulate" setup. Sure, memory pricing will go up and down, but let's be real... the need for data storage/memory is not going away anytime soon. There's also the "crypto effect" at play, as Micron is in that industry as well, so if any recovery in BTCUSD, LTCUSD, ETHUSD, XRPUSD, etc occurs, Micron should benefit (along with NVDA). Bottom line - BUY BUY BUY. This thing is too cheap to pass up, and the current risk/reward is growing more and more compelling as share prices decline.
NASDAQ:MULong
by EchoAlphaBravo
11
Intel - More upside aheadVery similar to the SFIX analysis, we are seeing a completed 5-wave structure and a potential 3 wave corrective structure. A potential long opportunity around the 44.17 area for more upside. *Disclaimer - This analysis alone DOES NOT warrant a buy or sell trade immediately. Before you enter any trade in the financial market, it is very important that you have a proper trading plan and risk management approach. The sharing of this idea is neither necessarily indicative of nor a guarantee of future performance or success.
NASDAQ:INTCLong
by KarYong