his shares Palantir Technology Company(Nasdaq: Pltr) It rose 255 percent to $200 billion in the past year. But many Wall Street analysts are waiting for several analysts. Advanced micro devices(Nasdak: AMD) and Uber Technology Company(Nyse: Ober) To be leading the market cups next year. between them:
Jim Killeheer of Argus Resersh has a 12-month-old target of $160 per share of AMD. This will lead to a 52 percent increase in the current price of about $105, and $260 billion in the market on the company.
Mark Mahani in Evercour The price of 12 months is $115 per share on Uber. This means a 55 percent increase in the current price of $74, and $240 billion in the market.
Here are what investors should know about AMD and Uber.
AMD designs chips for the final four main markets: data centers, customers (laptop and dishtop), video game console, and installed processors. In recent years, the company has continuously obtained the market share of the CPU in the customs and data centers, while Intel He has lost the market share. but AMD couldn’t share Nvidia In the markets of graphic graphics (GPU) and similar chips (but more specific) called artificial intelligence (AI).
In general, AMD announced strong financial results in the fourth quarter, but the market was disappointed because the sales center sold the data estimates. The total revenue rose by 24 percent to $7.6 billion, while the non-GaAP revenue increased by 42 percent to $1.09 per liquid. Regarding the revenue relationship, CEO Lisa Su told analysts that the sale of the AMD data center will increase from $5 billion in 2024 to “Tensive billions of dollars annual revenue in the coming years.
“Cooffarts in customers and data centers, market leadership in consular games, and the fixed trade that has been elevated to all AMD posts for long-term growth than those of the peers,” Killeheer of Argus Resersh recently wrote. He also noted that the price of AMD shares does not reflect the ability to grow long growth because it continues to receive the CPU share from Intel and may get GPU shares in NVIDIA.
On this remark, investors have understood that AMD was not close to the NVIDA’s equation. And I doubt that it will change in the future, but I think the market has been very pessimistic in places where AMD is related to it. The Wall Street expects the company to increase its revenue by 40 percent in
If the GPU’s revenue is faster in the second half of 2025 as CEO Lisa Soo predicts, it can get the share of bad situations and probably take it to the 52 percent profit that Kelleier predicts. Regardless of this, this will be a good time for sick investors to open a small position in the share.
Photo Source: Getty Images.
Ober is a leader in the field of movement and food delivery service. It runs the largest shareholding platform and runs the second largest food delivery service in the United States as measured in revenue. Ober has the largest partnership platform in nine other countries, and the largest food delivery platform in seven countries.
The company has many important competition benefits. First, the ability to provide movement and delivery services through the same platform creates the function of costs through each other’s opportunities. Second, the criterion strengthens the effect of the network in its work; The number of flights that facilitates increases faster than the number of people who use the platform, which means that users are more busy with the platform.
Ober has announced a strict financial results in the fourth quarter. Revenue has increased by 20 percent to $12 billion in strong sales in the movement and delivery. Ober has also announced higher admission rates in both categories, leaving more than each dollar spent on its platform. Meanwhile, the organization’s Ebitda increased by 44 percent to $1.8 billion.
Uber may not have a traditional AI share, but CEO Dara Khosroshahi has told analysts that the latest proceedings of autonomous autonomous Av (AV) will be a $1 trillion opportunity for the ride platform. Ober is uniquely in a special situation to benefit from the unparalleled standards. “Ober can offer us the lowest cost for AV partners, because we jump and borders are ahead of all aspects of the marketing capacity,” he said.
Looking at the front, the management estimates that the Ebitda increases the organization by an annual compound rate by 30 to 40 in the next three years, which means the growth of similar income. That prediction will make the value of the current share of the revenue cheap. The share could increase by 55 percent next year, as Mark Mahani predicts at Evercor, especially if Ober partner the alphabet‘s Waymo continues to expand. Patient investors should feel confident to buy several shares today.
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On rare occasions, our team of experts appear in analysts “Two Lots” Stock Proposals to companies that believe they are pop. If you’re worried about the past, it’s the best time to buy before it’s too late. And the numbers speak for themselves:
Nvidia:If you have invested $1,000, when we descended twice in$307,3!**
apple: If you have invested $1,000, when we descended twice in $40,591 you will have!**
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Currently, we will see the “two Downs’ warnings for three unreliable companies, and may not be like this soon.
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*Stock consultant return until March 18,
Susan Frei, CEO of Alphabet Company, a member of the Motel’s Motel Management Board. Trever Jenwin has a post in Nvidia and Palantiir Technology. Motle is stupid and suggests advanced micros, alphabet, Intel, Novidia, Pallanter Technology, and Uber technology. Motle Fol suggests the following options: Short May 2025 calls in Intel. Motel’s stupidity has a policy of revelation.
Prediction: These 2 shares are more than Palantir Technology Company until early
