2026 Q3 - tulosraportti
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Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 3.11. | ||
2026 Q2 - tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 3.2. |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·4 t sittenAMD is down nearly 18% in two trading days. AMD fell another 7.5% on Monday to $466.74. The stock is now about 29% below its yearly high. The correction is severe, but expectations for the AI business remain enormous. Valuation is still demanding. AMD trades at around 42 times forward earnings. The stock has become cheaper, but definitely not cheap. The market is already expecting massive growth. Q3 revenue is expected to rise 42% to $13.1B, while EPS is expected to grow by about 62%. A strong earnings report is therefore not necessarily enough. Analysts disagree. Morgan Stanley raises its price target to $510, but maintains Hold. BMO recommends Buy with a price target of $550 and expects earnings to double in 2027. AI financing is a concern. The Wall Street Journal highlights that AMD, Nvidia and Broadcom together have committed to investing $5B in Meta's capital increase. The risk is that chip suppliers are increasingly tying up capital with their own customers. The earnings report on November 3 will be crucial. I will be keeping a particular eye on Helios/MI450 deliveries, gross margins and expectations for 2027. The options market is pricing in price swings of around 9%. I remain positive on AMD's long-term potential, but more skeptical about how much of the AI growth is already priced into the stock. The biggest question is not whether AMD can take market share from Nvidia, but how much earnings and free cash flow the company can generate without having to financially support its customers' investments. AMD itself has a relatively strong balance sheet. The risk lies particularly in the customers' financing capacity, margin pressure and high growth expectations. Sources: Wall Street Journal, TipRanks, Zacks, FXStreet and The Motley Fool, November 2-3, 2026. Price and valuation: AMD/Stock Analysis.
3 t sitten82.3% up in 12 months. That's crazy good, no wonder it's taking a breather, like the whole sector.
·10 t sittenI buy a little every time it drops.
·11 t sittenWe are now down 29 % from the peak.. the question is whether it is enough sell off, or if Wall Street wants the stock lower.. Earnings numbers don't really matter anymore. Everyone knows they beat expectations. I think we will go lower tomorrow, and then we might get a turning point on Wednesday if the Democrats win.- 17 t sittenUh, It's getting litt scary :) But still, I can't find reason to sell. Why? Well, 1. Intel had biggest growth ever in DC and it passed first time their PC revenue. This growth should be even bigger for AMD 2. Amazon, Meta, hyper scalers etc. are falling because the are investing in DCs. And those investments are going to Nvidia and AMD. 3. Lisa Su. Pretty much one of the best CEOs there is. She started as AMD CEO 2014. AMDs journey was ready to end and stock was less than 3$. Now 12 years later... One of the top chip companies in the world. So, there is lots of demand, good leadership, room for growth, moat (even though it's same as nvidia), trend,... if this not a buy or at least a hold, I don't know what is.6 t sittenYeah the "are falling" is little worg there. Point is that many companies are down because they are investing heavily on AI.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
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2026 Q3 - tulosraportti
Äänite tulossa
Tänään
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sittenAMD is down nearly 18% in two trading days. AMD fell another 7.5% on Monday to $466.74. The stock is now about 29% below its yearly high. The correction is severe, but expectations for the AI business remain enormous. Valuation is still demanding. AMD trades at around 42 times forward earnings. The stock has become cheaper, but definitely not cheap. The market is already expecting massive growth. Q3 revenue is expected to rise 42% to $13.1B, while EPS is expected to grow by about 62%. A strong earnings report is therefore not necessarily enough. Analysts disagree. Morgan Stanley raises its price target to $510, but maintains Hold. BMO recommends Buy with a price target of $550 and expects earnings to double in 2027. AI financing is a concern. The Wall Street Journal highlights that AMD, Nvidia and Broadcom together have committed to investing $5B in Meta's capital increase. The risk is that chip suppliers are increasingly tying up capital with their own customers. The earnings report on November 3 will be crucial. I will be keeping a particular eye on Helios/MI450 deliveries, gross margins and expectations for 2027. The options market is pricing in price swings of around 9%. I remain positive on AMD's long-term potential, but more skeptical about how much of the AI growth is already priced into the stock. The biggest question is not whether AMD can take market share from Nvidia, but how much earnings and free cash flow the company can generate without having to financially support its customers' investments. AMD itself has a relatively strong balance sheet. The risk lies particularly in the customers' financing capacity, margin pressure and high growth expectations. Sources: Wall Street Journal, TipRanks, Zacks, FXStreet and The Motley Fool, November 2-3, 2026. Price and valuation: AMD/Stock Analysis.3 t sitten82.3% up in 12 months. That's crazy good, no wonder it's taking a breather, like the whole sector.
- ·10 t sittenI buy a little every time it drops.
- ·11 t sittenWe are now down 29 % from the peak.. the question is whether it is enough sell off, or if Wall Street wants the stock lower.. Earnings numbers don't really matter anymore. Everyone knows they beat expectations. I think we will go lower tomorrow, and then we might get a turning point on Wednesday if the Democrats win.
- 17 t sittenUh, It's getting litt scary :) But still, I can't find reason to sell. Why? Well, 1. Intel had biggest growth ever in DC and it passed first time their PC revenue. This growth should be even bigger for AMD 2. Amazon, Meta, hyper scalers etc. are falling because the are investing in DCs. And those investments are going to Nvidia and AMD. 3. Lisa Su. Pretty much one of the best CEOs there is. She started as AMD CEO 2014. AMDs journey was ready to end and stock was less than 3$. Now 12 years later... One of the top chip companies in the world. So, there is lots of demand, good leadership, room for growth, moat (even though it's same as nvidia), trend,... if this not a buy or at least a hold, I don't know what is.6 t sittenYeah the "are falling" is little worg there. Point is that many companies are down because they are investing heavily on AI.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 3.11. | ||
2026 Q2 - tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 3.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
Äänite tulossa
Tänään
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 3.11. | ||
2026 Q2 - tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 3.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sittenAMD is down nearly 18% in two trading days. AMD fell another 7.5% on Monday to $466.74. The stock is now about 29% below its yearly high. The correction is severe, but expectations for the AI business remain enormous. Valuation is still demanding. AMD trades at around 42 times forward earnings. The stock has become cheaper, but definitely not cheap. The market is already expecting massive growth. Q3 revenue is expected to rise 42% to $13.1B, while EPS is expected to grow by about 62%. A strong earnings report is therefore not necessarily enough. Analysts disagree. Morgan Stanley raises its price target to $510, but maintains Hold. BMO recommends Buy with a price target of $550 and expects earnings to double in 2027. AI financing is a concern. The Wall Street Journal highlights that AMD, Nvidia and Broadcom together have committed to investing $5B in Meta's capital increase. The risk is that chip suppliers are increasingly tying up capital with their own customers. The earnings report on November 3 will be crucial. I will be keeping a particular eye on Helios/MI450 deliveries, gross margins and expectations for 2027. The options market is pricing in price swings of around 9%. I remain positive on AMD's long-term potential, but more skeptical about how much of the AI growth is already priced into the stock. The biggest question is not whether AMD can take market share from Nvidia, but how much earnings and free cash flow the company can generate without having to financially support its customers' investments. AMD itself has a relatively strong balance sheet. The risk lies particularly in the customers' financing capacity, margin pressure and high growth expectations. Sources: Wall Street Journal, TipRanks, Zacks, FXStreet and The Motley Fool, November 2-3, 2026. Price and valuation: AMD/Stock Analysis.3 t sitten82.3% up in 12 months. That's crazy good, no wonder it's taking a breather, like the whole sector.
- ·10 t sittenI buy a little every time it drops.
- ·11 t sittenWe are now down 29 % from the peak.. the question is whether it is enough sell off, or if Wall Street wants the stock lower.. Earnings numbers don't really matter anymore. Everyone knows they beat expectations. I think we will go lower tomorrow, and then we might get a turning point on Wednesday if the Democrats win.
- 17 t sittenUh, It's getting litt scary :) But still, I can't find reason to sell. Why? Well, 1. Intel had biggest growth ever in DC and it passed first time their PC revenue. This growth should be even bigger for AMD 2. Amazon, Meta, hyper scalers etc. are falling because the are investing in DCs. And those investments are going to Nvidia and AMD. 3. Lisa Su. Pretty much one of the best CEOs there is. She started as AMD CEO 2014. AMDs journey was ready to end and stock was less than 3$. Now 12 years later... One of the top chip companies in the world. So, there is lots of demand, good leadership, room for growth, moat (even though it's same as nvidia), trend,... if this not a buy or at least a hold, I don't know what is.6 t sittenYeah the "are falling" is little worg there. Point is that many companies are down because they are investing heavily on AI.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt