Small advanced devices today
Advanced small devices
- 52 weeks
- 76.48 dollars
▼
182.50 dollars
- P/E ratio.
- 130.57
- The target price
- 162.94 dollars
Earlier this year, Nvidia Corp. Nasdak: nvda The first company in the world has become $ 4 trillion, as it rose to the top of the wonderful seven in the back of a 30 % profit on an annual basis (YTD). Few companies have become more synonymous with NVIDIA artificial intelligence, and certainly the investors are not crying at a 30 % increase in only seven months.
However, NVIDIA shares no longer lead the package in the semiconductor sector thanks to the height of the meteorite from Micro Devices Inc. Nasdak: AMDThe shares have increased by more than 45 % so far this year and more than 80 % in the past three months alone. Today, we will discuss Why AMD shares surpassed NVDA So far in 2025 and look for any hints from the market about whether this superior performance can continue.
NVDA struck the organizational opposite winds, but this does not explain the poor performance
If you are on the market for graphics processing units (GPU), there is a good opportunity to provide sources from NVIDIA, which controls amazing 92 % of the market share For the desktop and laptop desk, 80 % of the chips used to train artificial intelligence. The AMD graphics processing units constitute most of the remaining 8 % of that share, a number that decreased from 15 % in the fourth quarter of 2024. But despite the increase of NVDA, the GPU has increased, its shares have decreased behind AMD.
One of the reasons for the decline in NVDA in the first half of 2025 was the organizational pressure out of its will. When President Trump launched his first commercial war in China, Nafidia’s chips were one of the initial losses. Export control the banned shipments of the company’s H20 units to China from April to July, which led to excessive inventory fees of $ 4.5 billion in its profits in the first quarter.
AMD also received a $ 800 million surplus due to export controls, and now Trump has declined, allowing the chips to flow again to China. Although NVIDIA has achieved the biggest blow because its chips are more specialized and expensive, it is difficult to identify organizational problems as the only cause of AMD superiority, especially since AMD shares have expanded the gap in the past few weeks.
The diverse AMD pipeline provides growth opportunities
If you come to King, it is better to miss, and AMD publishes a product line larger than NVIDIA to enhance growth prospects. The super team in the technology sector naturally warns of becoming very relying on one company or a production line in their artificial intelligence projects, and the AMD chips from AMD quickly achieved one billion dollars in sales in only two quarter. In Q1 2025, AMD recorded 57 % revenue growth on an annual basis (YOY) In its data center sector, through sales of EPYC Server and GPU CPUs for Artificial Intelligence Developers such as Openai.
It also published 68 % growth on an annual basis in its clients sector for laptops and desktop computers thanks to the increase in Zen 5 chips.
AMD also spends money on investments and acquisition. The company paid $ 4.9 billion to purchase the ZT Systems infrastructure provider and also invested in startups such as Vultr. Although NVIDIA does not place completely low with Superchips Blackweell now in production, it lacks the diversity of the AMD pipeline, which may put AMD in a position that enables it to restore some of its share in the market.
NVIDIA revenues and margins in the industry are still better, but the high expectations that limit shares
When NVDA reports on profits, the entire market cares. In every quarter, the revenue numbers continue to challenge analysts’ expectations.
The publication of $ 40 billion in quarterly sales seemed unreasonable less than five years ago, and now it has become a number that does not move the arrow after hours.
NVDA recorded $ 44.06 billion in quarterly revenues on May 28, which won the expectations of about one billion dollars and represented 69.2 % on an annual basis. The Data Center sector attracted $ 39 billion, 73 % on an annual basis, and the total margins 61 % even with stock fees amounting to $ 4.5 billion.
Small -advanced shares expectations today
162.94 dollars
7.41 % negative sideModerate purchase
Based on 37 analyst classification
| The current price | 175.98 dollars |
|---|---|
| High expectations | $ 270.00 |
| Average expectations | 162.94 dollars |
| Low expectations | 115.00 dollars |
Expected details of advanced small devices
AMD 7.44 billion dollars in the Q1 2025 profit version on May 6, an increase of 36 % on year. In addition to increasing the revenue of the data center, the client sector and the stalled play also reported the growth of 28 % revenues on an annual basis.
The company led a total margin of 43 % for Q2 2025 profits, which will be issued after the market was closed on August 5. What do you notice in these numbers? All of these are lower than NVIDIA, from total revenue to growth rates to margins.
Despite these numbers, AMD shares excel Nvda’sIt shows how high expectations got the first trillion dollars.
The first half of 2025 showed the market that there is room for two mayors of the mayor in this city. The superior performance on AMD is likely to be a mixture of factors: less negative effect of export control and tariffs, a wider productive pipeline, and less profit expectations.
The heavier dependence on NVDA on Chinese exports may lead to future problems in the event of a high temperature of the trade war again, a scenario that may currently be priced in both stocks. However, despite the high tape that does not increase its profits, NVIDIA can easily block the gap in the Q3 and Q4 if its margins and share in the market continue to press the competition.
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