Savers who are attentive to global opportunities are focusing on stocks of companies that are global giants in the technology space. morgan stanley We recommend that you invest in Advanced Micro Devices (AMD)in the maximum growth scenario it could rise, so Up to 72% in dollar terms next month.
this is, The company, which makes computer processors, is increasing its presence in gaming, data centers and artificial intelligence (AI), two areas that are expanding exponentially.
Even in a moderate scenario, The company’s stock could rise by 10% in dollar termsso it’s also a good investment option.
AMD stock is already up almost 100% in 2025
Beyond this positive scenario, it’s worth remembering the following: AMD stock rises 97% in dollar terms through 2025and is up 10% on the New York Nasdaq over the past 30 days.
Therefore, AMD Argentina Certificate of Deposit (CEDEAR)This is a portion of the stock that trades in dollars on Wall Street, giving you exchange compensation for the movement of cash through settlements. It also adjusts the price based on the value of the underlying asset.
In a report published this month, morgan stanley emphasize it in the morning reported numbers in line with expectations, with a slight improvement in performance in the gaming division.
“The server market remains strong, and we continue to maintain sustained growth in PCs and expand our server share, and we expect a cyclical recovery in our embedded business. The direction was clear. Embedded will grow again next year. “Beyond the artificial intelligence story, the company has a strong business presence on all fronts,” the investment bank emphasized.
in technical terms “Embedded” technology refers to a chip that is installed Today it applies to anything related to technology related to the Internet of Things (IOT), such as cars, home appliances, and other devices.
“In the artificial intelligence business, AMD is on target and returned to year-over-year growth in Q3after a decline earlier this year. However, performance is still below comparable products. NVIDIA and ASICs from leading companies They move forward even faster. “Amazon is expected to begin offering AMD-based instances towards the end of the year, and the company has mentioned new customers in the ‘neocloud’ segment,” Morgan Stanley details.
CEDEAR AMD, recommended by Morgan Stanley
Regarding, Morgan Stanley’s growth forecast for AMD stock is positive, with strong sales results potentially allowing the price to rise as much as 72% in dollar terms in the coming months..
To get an idea, the current action is in the morning quoted everywhere $237.5 In New York. And based on this, US investment banks make recommendations. Three possible scenarios.
- in the case of bull market (“bull case”), Morgan Stanley expects AMD to increase in the coming months. $408which represents an increase of 72%.
“This means strong execution, growing market share, and consolidation. The second player in the data center GPU market”, Analysts emphasize.
- on the side of Basic scenario (“base case”) It is expected that the company’s stock price could reach an all-time high in the coming months. $260an increase of about 10% from the current value. “It reflects the continued growth of servers and notebooks, as well as incremental advances in AI.” they point out from Morgan Stanley.
- stage more pessimistic or falling (“Bear Case”); The landslide continues until ~ $130, This is a hypothetical case. “AMD loses momentum in artificial intelligence (AI), Intel regains ground in server space.”
According to these economists, for the fourth quarter; AMD predicts revenue of approximately $9.6 billion Gross profit margin was 54.5%, “consistent with this year’s positive trends.”
morgan stanley We have revised our outlook for the next few years upward, Expected revenue of USD 42,679 million in 2026 54,164 million in 2027, “due to continued margin improvement and earnings per share expansion.”
“The company is currently undergoing a period of broad expansion, growing in PC, gaining share in servers, and identifying a tipping point in the embedded segment that should return to a positive trajectory next year. This multi-segment dynamic, beyond the artificial intelligence hype, reinforces the consensus that AMD is ‘hitting on all cylinders.'” This is the conclusion from Morgan Stanley.
However, he cautions:“The market is demanding more transparency.”
in short, Sidia of in the morning It could be a very interesting journey in the coming months, according to the predictions of Morgan Stanley.
About The Author
