Advanced Micro D presented its results of the 1er trimester 2025 with a general improvement of your income in most of your business segments. In addition, its value quote more than 55% below its maximum of last year. What has opened the question for investors if this is a good time or not to buy shares, according to Will Healy en Yahoo Finance.
In the first quarter of 2025, the Income of 7.4 billion dollars grew by 36% With respect to the levels of the previous year. This represents an increase with respect to the growth of 24% of the fourth quarter and the growth of 14% by 2024 in general.
This increase also occurred as income was reduced annually by two of its four segments. Even so, the two growth segments represented 80 % of AMD sales, thanks to the strong demand. In the case of AI accelerators and central processing units (CPU), the company exceeded slow performance in other areas of its business.
With this income growth, it is not surprising that AMD has reported 709 million dollars in net earnings in the first quarterwell above the 123 million dollars obtained in the same quarter of the previous year.
The action has risen from the announcement, although it lies down more than 30% compared to its price of the previous year.
In the midst of this fall, investors can buy this action with a considerable discount. While quote 76 times accumulated profitsthe relationship price-benefit (p/e) in the future is 26a low cost for a company whose profits have accelerated in the last quarters.
Mixed news about income
Even so, the figures also showed that AMD finances have a mixed panorama, which could continue to wear their actions.
The company expects income between 7,100 and 7,700 million dollars in the second quarter. While this would mean an income growth from around 28% to the middle of the period, it could also cause a slowdown in its growth rate with respect to the first quarter.
In addition, even the best performance segments offered disparate results. He data centers segmentwhich includes AI accelerators and represents approximately half of AMD’s income, experienced a slight deceleration of its growth, to the 57% annualcompared to 69% annual of the previous quarter.
Without a doubt, a 57% growth in 12 months is still impressive. However, this segment generated 3.7 billion dollars in incomehe 49% of the total of AMD, which means that it has a considerable impact on the company in general.
In addition, the management did not publish specific figures on AI accelerators, which could disturb investors, since it is still behind Nvidia in that market.
The same goes for the lower performance segments, which, as mentioned above, continue to register a decrease in income. He Integrated Systems segment Only one fell 3% annualcompared to an annual drop of 13% in the fourth quarter. In addition, its Video games They reduced a 30% in the last 12 months. Even so, this figure improved with respect to the annual drop of 58% of the fourth quarter.
In general, income from integrated products and video games represented a 20% of income of AMD in the last quarter. This represents a decrease with respect to 32% of the previous year, which demonstrates the impact of the fall in these segments on the company.
The best news regarding income came from your customer businesswhich includes chips for PC. Represented the 31% of total income In the first quarter, and its annual growth of 68% In the quarter it improved with respect to 58% of the previous quarter.
In the midst of these results, both optimists and optimists can find something positive in the first quarter of 2025, AMD. The question is whether investors will cling to good or bad news.
Is it time to adopt an optimistic attitude regarding AMD actions?
When analyzing AMD’s attributes and challenges, it is likely that the action is a Good purchase.
In fact, the bearish cycles in the segments of integrated systems and games are still worrisome and have had a tremendous negative impact on AMD. In addition, although the data centers segment continues to register a massive income growth, the deceleration could discourage investors with the action.
However, the acceleration of the general growth of income leaves investors with more good news than bad. Likewise, minor falls in the segments of integrated systems and games could indicate that the worst has already happened to those areas of the business.
And AMD has undoubtedly become a Value action With its Price-Benefice Ratio of 26. This multiple of benefits, together with the general improvements of the business, offers investors a large incentive to buy the action.
Advanced Micro D It closed last week at 102.81 dollars. The mobile average of 70 periods is on the candles last week, upward RSI in the 58 points and the fast (blue) line of the MACD above the zero level.
Medium -term resistance is found at $ 116.55. Meanwhile, IE indicators are mixed.