Category: Valuation

This week I want to evaluate one of AMD’s main competitors in Nvidia. Much like AMD, Nvidia’s stock price has been hit hard over the past year. As of 1/20/23, Nvidia’s stock price is down 26.1% from a year ago. The consumer driven components of Nvidia’s business have been hit especially hard over the last…

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Our first couple posts focused on the front end of the semiconductor supply chain with Applied Materials (AMAT) and LAM Research (LRCX). This week, we are jumping to the back end of the semiconductor supply chain with Advanced Micro Devices (AMD). AMD’s stock price has been hit harder than most, 53.1% decline, over the past…

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Last week we dove into Applied Materials (AMAT) to determine an estimated target price per share.  This week, I want to go through the same valuation process with one of Applied’s competitors in the semiconductor manufacturing equipment space, LAM Research. At the end, I’ll wrap up with a quick take on LAM vs Applied moving…

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Have you ever wondered where those price targets you see listed on Yahoo Finance or talked about on CNBC come from?  I know I have.  Which is why I am starting my journey off by doing my own financial analysis assessments on publicly traded companies.  The best part about starting here is that all the…

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