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To: Vattila who wrote (63062)	1/31/2025 11:46:23 AM
From: THE WATSONYOUTH	Respond to of 72137

.......$114 probably a bottom for AMD.........should be fairly valued next year with P/E below 30......so, we go up from here..........maybe

To: Vattila who wrote (63062)	1/31/2025 2:46:46 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 72137

$1.10, $7.6B, $7.6B

To: Vattila who wrote (63062)	1/31/2025 3:05:56 PM
From: neolib	Respond to of 72137

$1.08, $7.55B, $7.10B

To: Vattila who wrote (63062)

1/31/2025 5:19:31 PM

From: Vattila

Read Replies (4) | Respond to of 72137

AMD 2024-Q4 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$1.05	$7.30B	$7.20B
Joe NYC	n/a	n/a	n/a
Kelvin C.P. Wang	n/a	n/a	n/a
neolib	$1.08	$7.55B	$7.10B
Pravin Kamdar	$1.10	$7.60B	$7.60B
rzborusa	n/a	n/a	n/a
Vattila	$1.13	$7.80B	$8.30B
Zacks Estimate	$1.07	$7.52B	$7.01B

Updated with latest entries, positioned slightly to the upside above Zacks and below me. While Neolib expects significant pullback in Q1, similar to Zacks' forecast, Pravin goes for a flat outlook. I am so far alone in presuming that server GPU sales will continue to ramp, it seems. Did I miss some vital information about weakness in Q1?

Based on current averages, Neolib would win the contest, while Pravin would score best overall.

Post your numbers to participate!

Background Information

AMD's Q4 outlook: $7.50B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2024-Q3 results and scoreboards

Message #60061