AMD has outperformed Intel, with growth in data center revenue, making it a strong rebound candidate.

From NASDAQ: 2025-01-25 08:20:00

In 2024, Intel (NASDAQ: INTC) and AMD (NASDAQ: AMD) saw declines in their stock prices, with Intel falling about 60% and AMD down about 18%. Despite this, AMD has seen growth in its data center revenue, while Intel struggled with declining revenue in its Client Computing segment.

AMD has carved out a niche in AI inference, although it faces challenges in the GPU market against Nvidia. Intel, on the other hand, saw a decline in revenue and a loss in its EPS last quarter, with its Foundry segment being a significant drag on its results.

From a valuation perspective, Intel is trading at a lower forward P/E ratio compared to AMD. However, Intel’s foundry business, despite losses, holds substantial physical assets that may not be fully reflected in its stock price.

AMD has shown stronger performance compared to Intel, with growth in revenue and EPS. The company has potential in AI inference and CPU markets, making it a solid rebound candidate. Both Intel and AMD offer opportunities for investors looking for turnaround stocks in 2025.



Read more at NASDAQ: AMD vs. Intel Stock: Better Semiconductor Turnaround Candidate