AMD Discloses Stake in Marvell, Shares Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: seekingalpha
- AMD Stake Disclosure: AMD's 13F filing revealed it owns 65,516 shares of Marvell valued at approximately $6.5 million at the end of March, which has now appreciated to about $10.7 million, indicating AMD's growing confidence in Marvell's future performance and potential stock price increase.
- Stock Performance: Marvell shares rose 3% in premarket trading and are up over 93% year-to-date, reflecting positive market expectations regarding its growth potential, likely bolstered by the news of AMD's stake acquisition, which enhances investor confidence.
- AMD's Other Investments: AMD holds 1.15 million shares in Sanmina and 5.71 million shares in ABSCI, while also disclosing a new investment of approximately $1.5 million in Xanadu Quantum Technologies, indicating a strategic diversification that may strengthen its competitive position in the semiconductor industry.
- Market Trends: AMD shares gained 2.4% in premarket trading and are up 109.3% year-to-date, showcasing strong market performance, with analysts suggesting that AMD is likely to benefit from a server CPU super cycle, further driving its stock price upward.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 449.700
Low
210.00
Averages
289.13
High
377.00
Current: 449.700
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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