Category: 3. Business

  • Biotechnology and Digital Health in Saudi Arabia and the UAE

    Biotechnology and Digital Health in Saudi Arabia and the UAE

    Introduction

    The Gulf Cooperation Council (GCC) is fast emerging as a global leader in biotechnology and digital health. This growth is driven by the unique mix of demographic pressures, economic diversification goals, and health security imperatives experienced in these countries. Saudi Arabia and the UAE are leading the sector’s regional expansion: Saudi Arabia’s recent launch of its National Biotechnology Strategy envisions a contribution of US$34.6 billion to non-oil GDP by 2040, while the UAE’s digital health market is forecast to grow by over 23 percent by 2030, pushing the sector to approximately US$2.65 billion in value.

    The expansion of such initiatives strengthens GCC countries’ reputations for delivering high-quality healthcare for both locals and expatriates and aligns with wider economic transformation agendas. The biotechnology industry and health tourism sector are lucrative opportunities with estimated values of US$1.5 trillion and US$8.7 billion, respectively.

    The biotechnology industry and health tourism sector are lucrative opportunities with estimated values of US$1.5 trillion and US$8.7 billion, respectively.

    However, while intensive public and private investment in initiatives such as digital health partnerships, national genome programmes, and AI-driven diagnostics mark major progress, the sector still faces bottlenecks in research infrastructure and data governance. Consolidating these advances through stronger coordination with research institutions and developing comprehensive health data governance frameworks will be key to turning early gains into lasting global leadership. 

    Diseases of modernity: rising wealth, sedentary lifestyles and ageing populations

    The Gulf states face a health paradox common to high-income societies: economic gains have brought prosperity and longevity, but also a surge in non-communicable diseases. The WHO estimates that around 74 million people in the Eastern Mediterranean live with diabetes, with prevalence rates in the GCC reaching up to 20 percent. At the same time, life expectancy has risen dramatically from 60 years in the late 1970s to around 83 years in 2025 in the UAE, with similar trends observed across the five other GCC states. This puts increasing pressure on both hospitals and home-based care services, given that 80 percent of healthcare needs typically occur post-retirement age.

    To meet these needs, states are seeking to implement new technologies within their healthcare offerings. Saudi Arabia’s Digital Health Strategy and Roadmap explicitly includes remote monitoring, virtual clinics, and the integration of telehealth as priorities under Vision 2030 and related health transformation programmes, incorporating technologies that can provide more accessible healthcare to citizens who may have limited mobility. This is also particularly important given Saudi Arabia’s large population and vast geography, as it enables care delivery to more people without extensive travel. In the UAE, ambitions for the health sector outlined in Vision 2021 and the more recent We the UAE 2031 consist of enhancing quality of life and specialised care offerings by continuing to develop an innovative, state-of-the-art healthcare system. As such, the Department of Health’s (DOH) Policy on Digital Health identifies technologies such as “telemedicine, web-based analysis…  wearable devices, and clinic or remote monitoring sensors” as essential for early diagnostics and care management.

    Next-generation sequencing and AI are being deployed to analyse population-wide genetic data, identifying variants linked to rare and hereditary disease.

    Alongside these efforts, the GCC is deepening its focus on gene mapping and preventative health. The Gulf’s high consanguinity rate among local populations has been a concern for decades, prompting Saudi Arabia to institute a law requiring pre-marital genetic testing in 2002 — the first such law in the region, subsequently adopted across all GCC states. Building on this foundation, targeted testing between couples has now been expanded as governments work to map entire populations. Next-generation sequencing and AI are being deployed to analyse population-wide genetic data, identifying variants linked to rare and hereditary disease. Such projects are essential to the development of “precision medicine”, in which the patient’s specific genetic profile is used to inform and optimise treatment plans rather than relying on generalised clinical guidelines. These programmes also address the Eurocentric bias in earlier datasets, creating population-specific genetic baselines that strengthen diagnostic accuracy.

    These initiatives position Gulf countries as leaders in data-driven healthcare, advancing Vision 2030 and We the UAE 2031 goals for economic diversification and improved quality of life. The UAE’s medical tourism market alone was valued at US$334.9 million in 2024, projected to reach US$975 million by 2032. By expanding biotechnology and digital health, both countries aim to extend life expectancy and ease pressure on healthcare systems as populations expand and age.

    Building momentum: investment, research and data regulation

    Biotechnology and digital health initiatives in the GCC are benefiting from significant levels of government commitment and capital investment. The healthcare-focused private equity company Quadria Capital recently allocated a quarter of its latest US$1 billion fund to the GCC, specifying digital health as a key sub-sector for growth and marking the region as a strategic hub for next-generation healthcare innovation. Saudi Arabia’s flagship Global Health Exhibition saw approximately US$13.3 billion in announced healthcare investment in 2024, and has dedicated a considerable tranche of activities and discussions to the topic of “Digital Health” for the upcoming 2025 edition in late October. In the UAE, the Abu Dhabi Department of Health and the Abu Dhabi Investment Office (ADIO) recently signed an MoU with GSK to establish a medical institute in the emirate, focused on integrating genomics data to advance cancer research. Another strength for the region is the positive reaction that genome projects have received from citizens. Because such projects necessitate a vast amount of data, the voluntary participation of citizens is an essential component. Public support is likely thanks in part to the existence of genetic testing as a pre-marital requirement, in addition to strong public messaging and education campaigns in both the UAE and Saudi Arabia that emphasise the transformative potential of AI’s algorithmic analyses and its central place in the GCC’s future economies.

    To ensure long-term competitiveness in medical tourism and biotechnology, GCC countries should expand research capacity alongside treatment infrastructure.

    However, challenges related to research capacity and infrastructure, which are uneven across the region, remain. While Abu Dhabi’s Masdar City and Dubai Science Park are key host centres for life sciences firms working in genomics and digital health, most clinical research remains concentrated in only a handful of facilities. The UAE, for example, has only eight on-site research centres across its 168 inpatient facilities. This is also true of Saudi Arabia, where specialist institutions like King Abdullah International Medical Research Center (KAIMRC), King Abdullah University of Science and Technology (KAUST), and King Abdulaziz City for Science and Technology (KACST) are impressive, but relatively few in number compared to global leaders in life sciences innovation, such as the US and Switzerland. To ensure long-term competitiveness in medical tourism and biotechnology, GCC countries should expand research capacity alongside treatment infrastructure. Developing research ecosystems would likely attract more global talent while simultaneously increasing economic gains by driving high-value innovation. In addition, future policy development in the evolving landscape of global data governance must balance security with flexibility — strong enough to guard against high-profile data breaches that have become a persistent risk across the sector, yet open enough to encourage biotech investment. Focusing on research depth and trusted data systems will position the GCC as a secure and innovation-driven healthcare hub.

    Conclusion

    Over the past decade, the GCC — led by Saudi Arabia and the UAE — has laid the groundwork for a modern, innovation-driven healthcare landscape. Through large-scale investment in the sector, including digital health initiatives and national genome programmes, the region is positioning itself as a global hub for precision medicine and data-driven health innovation. These initiatives address the challenges of population growth, increased life expectancy, and lifestyle-related diseases while supporting broader diversification goals under Vision 2030 and We the UAE 2031. Yet, progress remains uneven, particularly in research infrastructure and regulatory coherence — areas that will determine whether current momentum translates into lasting global influence.

    The strong investment trends in the wider sector should be matched by greater allocations toward building specialised research institutions to enable the region to generate original medical advances.

    Given that it is the UAE’s ambition to become a global destination for specialised care and Saudi Arabia’s mission to further encourage a competitive environment among healthcare providers, research capacity must become a priority. The strong investment trends in the wider sector should be matched by greater allocations toward building specialised research institutions to enable the region to generate original medical advances. In addition, GCC countries should seek to continuously advance and refine their health data regulations while avoiding overburdening market actors with excessive compliance duties, thereby balancing investor confidence with robust safeguards for privacy and ethical use.


    This commentary was originally appeared on ORF Middle East.

    The views expressed above belong to the author(s). ORF research and analyses now available on Telegram! Click here to access our curated content — blogs, longforms and interviews.

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  • Is Archer Aviation Poised for Growth After eVTOL Test Flight Success and 264% Stock Surge?

    Is Archer Aviation Poised for Growth After eVTOL Test Flight Success and 264% Stock Surge?

    If you’ve been eyeing Archer Aviation lately, you’re not alone. The stock has been on a wild ride, up just 0.4% in the past week, but a jaw-dropping 264.2% over the last year. Plenty of investors are asking the same question: Is this growth just lift-off, or is turbulence ahead?

    Why all the excitement? Headlines around successful eVTOL test flights and key partnerships with global airlines have helped fuel optimism. Investors also seem to be recalibrating their risk appetite, especially after government agencies signaled strong support for urban air mobility. That could have a lot to do with the stock’s staggering one-year gain and a recent 21.7% jump in just the last month. Even the year-to-date climb is impressive at 18.0%, hinting at a shift in how the market views both risk and opportunity in the air mobility space.

    But the big question remains: Is Archer Aviation’s valuation truly justified? According to our assessment, the company lands a value score of 3 out of 6, meaning it’s undervalued in half the key areas we look at, but there’s still room for improvement. Of course, numbers only tell part of the story.

    Let’s break down how we measure value, and then I’ll share what really matters most for those trying to get ahead of the curve.

    Archer Aviation delivered 264.2% returns over the last year. See how this stacks up to the rest of the Aerospace & Defense industry.

    A Discounted Cash Flow (DCF) model looks at a company’s future free cash flows, then discounts those projections back to today’s value to estimate how much the business is truly worth right now. This approach is widely used in growth sectors like aerospace where consistent profits might still be years away.

    For Archer Aviation, the most recent free cash flow sits at -$472.3 Million, reflecting heavy investment and development costs. Analysts forecast that by 2029, annual free cash flow could swing to a positive $286 Million. Looking even further, projections out to 2035 estimate free cash flow climbing steadily each year, all denominated in US Dollars. These assumptions combine analyst forecasts for the next five years and are followed by extended projections to capture the full growth profile of the business as provided by Simply Wall St.

    The results are compelling. The DCF analysis estimates a fair value for Archer Aviation at $29.72 per share. With the stock currently trading at a level that implies a 62% discount to this intrinsic value, the company appears deeply undervalued by this measure.

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  • Evaluating Valuation as Baricitinib Advances Toward Expanded Approval for Adolescent Alopecia Areata

    Evaluating Valuation as Baricitinib Advances Toward Expanded Approval for Adolescent Alopecia Areata

    New data from the Phase 3 BRAVE-AA-PEDS trial highlights baricitinib’s strong performance in adolescents facing severe alopecia areata. Incyte (INCY) and Eli Lilly now plan to pursue global approvals for expanded use based on these results.

    See our latest analysis for Incyte.

    Incyte’s momentum has really picked up this year thanks to positive trial results and recent pipeline updates, such as its advances in atopic dermatitis and cancer immunotherapies. The stock’s strong 31% share price return since January, along with a 40% total shareholder return over the past year, signals renewed optimism about both its near-term growth and long-term potential.

    If Incyte’s clinical breakthroughs have you thinking bigger, this could be a smart time to discover See the full list for free.

    With such a run-up in the share price and a fresh wave of optimism, investors have to ask: does Incyte still offer significant upside from here, or has the market already priced in the expected growth?

    The most popular narrative among analysts puts Incyte’s fair value at $84.76, which is almost $6.50 below the recent closing price. This signals a view that current market optimism has gone a little too far. Let’s examine one of the biggest factors feeding this analyst consensus.

    Recent price target increases highlight optimism about Incyte’s commercial execution, particularly following positive updates on flagship therapies and confidence expressed by new leadership.

    Read the complete narrative.

    Want the story behind this valuation? Dive in for analysts’ bold projections on future profit margins, share growth, and a crucial earnings target that could make or break the investment case. The real surprise: see how a future multiple drives everything.

    Result: Fair Value of $84.76 (OVERVALUED)

    Have a read of the narrative in full and understand what’s behind the forecasts.

    However, overreliance on Jakafi and regulatory or competitive pressures could still cast doubt on Incyte’s long-term growth narrative.

    Find out about the key risks to this Incyte narrative.

    While analyst consensus sees Incyte as expensive at current prices, a fresh look using our SWS DCF model tells a different story. The DCF suggests Incyte could be significantly undervalued, with shares trading at a steep 44% discount to estimated fair value. Are the market and the model seeing something different, or is there an opportunity hiding in plain sight?

    Look into how the SWS DCF model arrives at its fair value.

    INCY Discounted Cash Flow as at Oct 2025

    Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Incyte for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.

    If you have your own perspective or want to dig deeper into the numbers, creating your personalized narrative is quick and straightforward. Do it your way

    A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Incyte.

    If you want to stay ahead of the market and uncover the next big opportunity, don’t stand on the sidelines. Let the right tools steer your portfolio.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

    Companies discussed in this article include INCY.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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  • Assessing Mizuho (TSE:8411) Valuation Following Recent Trading and Investor Attention

    Assessing Mizuho (TSE:8411) Valuation Following Recent Trading and Investor Attention

    Mizuho Financial Group (TSE:8411) shares have been catching investors’ attention following a modest move in recent trading sessions. With returns over the past month slightly negative, but up around 8% in the past 3 months, some are taking a closer look.

    See our latest analysis for Mizuho Financial Group.

    Mizuho Financial Group’s share price has cooled a bit in the last month, though the backdrop is still positive. Momentum has been building steadily, leading to a 25.74% year-to-date share price return and a striking 63.36% total shareholder return over the past year. This run has caught the market’s eye as investors weigh up growth potential against a changing risk profile.

    If you’re looking for fresh ideas beyond the top financial names, this could be the perfect opportunity to discover fast growing stocks with high insider ownership

    With shares pulling back just as fundamentals remain largely stable, the key debate is whether Mizuho is trading below its true value or if the market has already factored in all of its future growth potential.

    The most widely followed narrative values Mizuho Financial Group higher than its last close, suggesting the stock could be discounted relative to fair value. There appears to be alignment around strong fundamentals driving optimism, setting the stage for a deeper look at what is powering this view.

    Strategic acquisitions, partnerships, and cost-cutting initiatives aim to enhance competitive edge, improve efficiency, and expand revenue streams for Mizuho Financial Group. Diversifying revenue sources and enhancing shareholder returns through investments and buybacks could stabilize growth and elevate stock valuation.

    Read the complete narrative.

    Want to see how ambitious cost-cutting and bold expansion strategies combine to shift the valuation needle? The narrative leans on projections not typically seen for banks in this market environment. Curious what assumptions about earnings growth and margins drive this potential upside? Click through for the full methodology and numbers behind the headline value.

    Result: Fair Value of ¥5,231.82 (UNDERVALUED)

    Have a read of the narrative in full and understand what’s behind the forecasts.

    However, rising operational costs and the challenges of integrating new partnerships could put pressure on profitability and could disrupt the positive outlook for Mizuho.

    Find out about the key risks to this Mizuho Financial Group narrative.

    If you have a different view or want to examine the numbers firsthand, you can build your own perspective in just a few minutes using the same data. Do it your way

    A great starting point for your Mizuho Financial Group research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

    Expand your portfolio’s horizons and never miss your next big opportunity by checking out unique investment ideas that go beyond the familiar names.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

    Companies discussed in this article include 8411.T.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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  • The Value of Routine Histopathology After Laparoscopic Cholecystectomy: A Single-Centre Retrospective Analysis

    The Value of Routine Histopathology After Laparoscopic Cholecystectomy: A Single-Centre Retrospective Analysis


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  • Clinical Management and Outcomes of Ectopic Pregnancies: Experience From Sohar Hospital Over Three Years

    Clinical Management and Outcomes of Ectopic Pregnancies: Experience From Sohar Hospital Over Three Years


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  • Novartis Avidity Biosciences in talks

    Novartis Avidity Biosciences in talks

    Signage for Novartis AG at a building in the company’s headquarters campus in Basel, Switzerland, on Monday, Jan. 8, 2023. 

    Bloomberg | Bloomberg | Getty Images

    Swiss pharmaceutical giant Novartis is nearing a deal to buy biotechnology company Avidity Biosciences for more than $70 a share, Bloomberg News reported, citing a person familiar with the matter.

    A deal could be announced as early as Sunday, the report said.

    Novartis and Avidity didn’t immediately respond to CNBC’s requests for comment.

    Avidity specializes in developing an innovative class of ribonucleic acid (RNA) therapeutics called antibody oligonucleotide conjugates. RNA-based therapeutics are a relatively new class of medications that work by altering how genes are expressed to treat or prevent diseases.

    The reported discussions come as Novartis ramps up its research and development division. The company earlier this year pledged to invest $23 billion to build out its U.S.-based infrastructure, which includes plans to construct a second R&D hub in San Diego.

    The company has also struck two key deals with Anthos Therapeutics and Regulus Therapeutics this year to boost its development and manufacturing of cardiovascular and kidney disease drugs.

    Avidity shares closed at $49.15 on Friday. The stock, which has a market capitalization of roughly $7.2 billion, is up nearly 70% since the beginning of the year. Novartis shares closed at $130.36 on Friday.

    Read the complete Bloomberg News report here.

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  • Nigeria refinery aims to be world’s biggest with expansion

    Nigeria refinery aims to be world’s biggest with expansion

    “We are more than doubling the barrels (per day)… to 1.4 million from 650,000,” said Aliko Dangote, a Nigerian businessman who is Africa’s richest person.

    “This will make it the largest refinery” globally, surpassing India’s Jamnagar Refinery, he told a news conference in Lagos.

    The privately run Dangote refinery, which started operations last year, is a gamechanger for Nigeria, which previously had to import almost all its petrol despite being a major oil producer.

    After years of neglect and mismanagement of public refineries, Dangote has shaken up the corruption-marred players in Nigeria and driven down prices of petrol for consumers.

    “This expansion reflects our confidence in Nigeria’s future, our belief in Africa’s potential and our commitment to building energy independence for our continent,” and reduce import dependence, Dangote said, adding there was “quite a lot of demand” from west Africa and east Africa.

    Dangote also exports aviation fuel, mainly to the United States, Europe and Brazil.

    The Dangote refinery, which has sparked monopoly fears as it becomes a powerful player itself, plans to list on the Nigerian Stock Exchange next year.

    “That is a step towards broader ownership and market transparency,” said Dangote.

    A second privately owned refinery, BUA, is under construction by another Nigerian billionaire, Abdulsamad Rabiu.

    Recent strikes

    Recent moves by the Dangote refinery to bring its own, natural gas-powered trucks to distribute petrol in the country in September sparked a strike by a fuel tanker drivers’ union, which accused the company of hiring new drivers on the condition they didn’t join a union.

    The refinery denied the allegations.

    The refinery suffered a two-day strike that ended October 1 after government mediation.

    The PENGASSAN oil and gas workers’ union accused the refinery of firing 800 local workers because they unionised, and replacing them with 2,000 workers from India.

    The refinery called the allegation false, and said it had fired an unspecified number of workers over “acts of sabotage”.

    Dangote on Sunday thanked the federal government for its role “in mediating our recent disruptions at the (refinery), linked to union activities and some sabotage attempts”.

    Nigeria pumps an average of 1.5 million barrels of oil per day, according to OPEC, but it is still short of its two million bpd target.

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  • Can AMD’s Rally Continue After a 58.6% Surge in the Past Month?

    Can AMD’s Rally Continue After a 58.6% Surge in the Past Month?

    If you are trying to decide what to do with Advanced Micro Devices stock, you are definitely not alone right now. The past few months have been a wild ride for AMD, giving investors plenty to cheer about. After a steady upward climb, the stock closed at $252.92, with a stunning 109.7% gain year-to-date and an eye-popping 58.6% pop just in the last month. That sort of momentum naturally has everyone wondering: is there more room to run, or is this as good as it gets?

    Much of this excitement traces back to the growing market buzz around AI computing, where AMD has been grabbing headlines thanks to both its latest hardware launches and fresh partnerships with big players in cloud infrastructure. Though the AI story is driving a lot of expectations, the market seems to be constantly re-evaluating AMD’s competitive positioning and its ability to keep growing as more players rush in. Notably, the 8.5% gain over the past week hints at renewed confidence in the company’s prospects compared to rivals.

    But hype alone does not tell the full story. If you are trying to make a level-headed decision, valuations matter. Looking under the hood, AMD’s current value score sits at 2 out of 6, meaning the stock is flagged as undervalued in just two checks out of the six most common methods. That is neither a screaming deal nor a red flag; instead, it calls for a deeper look at how AMD stacks up across key metrics.

    Let’s dig into those valuation approaches and see what each can (and cannot) reveal, because as you will see, there is an even better way to make sense of AMD’s worth that many investors overlook.

    Advanced Micro Devices scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown.

    The Discounted Cash Flow (DCF) model estimates a company’s intrinsic value by projecting its future free cash flows and discounting them back to today’s dollars. This approach gives investors a sense of what the business is fundamentally worth based on its ability to generate cash over time.

    For Advanced Micro Devices, the DCF model starts with its latest reported Free Cash Flow of $4.1 Billion. Analyst estimates provide projections out to 2029, forecasting that AMD could generate as much as $18.7 Billion in free cash flow by that year. After five years, additional annual projections are extended through 2035, all converted into today’s terms using a required rate of return.

    Based on these assumptions and projections, the estimated DCF fair value for AMD is $165.73 per share. With the current share price at $252.92, this model implies the stock is trading at about a 52.6% premium to its intrinsic value. This suggests AMD appears substantially overvalued based on this cash flow methodology, even when factoring in robust long-term growth.

    Result: OVERVALUED

    Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Advanced Micro Devices.

    AMD Discounted Cash Flow as at Oct 2025

    Our Discounted Cash Flow (DCF) analysis suggests Advanced Micro Devices may be overvalued by 52.6%. Find undervalued stocks or create your own screener to find better value opportunities.

    For growing and profitable companies like Advanced Micro Devices, the Price-to-Sales (P/S) ratio is often a preferred way to assess valuation. This metric is especially useful when companies are reinvesting heavily for growth, and it helps investors gauge how the market values each dollar of revenue generated.

    The “right” P/S ratio for a company depends on several factors, notably its future growth outlook and the risks it faces. Higher expected growth or lower risk typically support a higher multiple, while lower growth or more uncertainty would warrant a lower ratio. Investors also compare this metric to industry averages and direct peers for further context.

    Currently, AMD trades at a P/S of 13.87x. This sits slightly below the average of its peers at 14.51x, but well above the broader semiconductor industry average of 5.28x. Simply Wall St’s proprietary Fair Ratio for AMD, calculated using an algorithm that factors in the company’s growth rate, profit margin, size, risk profile and its specific competitive landscape, is 17.95x. Unlike industry or peer averages, the Fair Ratio gives a more tailored sense of what a “normal” valuation should be for AMD specifically, rather than lumping it in with companies that might have very different prospects or risks.

    Given that AMD’s actual P/S ratio of 13.87x is noticeably below its Fair Ratio of 17.95x, this suggests there is still value in the stock at current levels, even at a premium to the industry. AMD may be undervalued by this approach, considering its strong outlook and fundamentals.

    Result: UNDERVALUED

    NasdaqGS:AMD PS Ratio as at Oct 2025
    NasdaqGS:AMD PS Ratio as at Oct 2025

    PS ratios tell one story, but what if the real opportunity lies elsewhere? Discover companies where insiders are betting big on explosive growth.

    Earlier, we mentioned there is an even better way to understand valuation. Let’s introduce you to Narratives, a dynamic approach that brings your unique perspective to investment decisions by combining a company’s story with your own financial forecasts.

    A Narrative is more than just numbers on a page. It is your personal thesis about Advanced Micro Devices, where you express why you think the company will outperform (or underperform) and how your assumptions about future revenue, margins, and fair value shape your outlook.

    Instead of relying solely on static data or generic ratios, Narratives link a company’s journey, including key business drivers, risks, and opportunities, to the numbers in a concrete forecast, which then outputs an estimated fair value. This method is simple, accessible, and built into Simply Wall St’s Community page, where millions of investors worldwide compare Narratives and revise them as fresh news or earnings are released.

    With Narratives, you get a clear, side-by-side view of when AMD’s price is below, above, or right in line with your own fair value, helping you decide when to buy, hold, or sell. In addition, these projections update automatically as new developments unfold, so you always have the latest story.

    For example, some AMD Narratives forecast a fair value as low as $136 per share, focused on margin pressures and export risks, while others see over $230 per share, emphasizing accelerating AI deals and long-term market share gains.

    For Advanced Micro Devices, here are previews of two leading Advanced Micro Devices narratives:

    🐂 Advanced Micro Devices Bull Case

    Fair Value: $290.64

    Current Price is approximately 13% below this narrative’s fair value

    Forecast Revenue Growth: 31%

    • Projects AMD’s explosive revenue and margin growth, driven by aggressive expansion in AI and efficiency improvements led by CEO Lisa Su.

    • Expects new product launches in 2026 to accelerate performance, targeting AMD stock in the $200 to $300 range within 2 to 3 years and above $500 over 10 years.

    • Highlights AMD’s improving profit ratios and consistent revenue growth, viewing margin and operational gains as the primary value drivers.

    🐻 Advanced Micro Devices Bear Case

    Fair Value: $180.10

    Current Price is approximately 40% above this narrative’s fair value

    Forecast Revenue Growth: 16.5%

    • Credits AMD’s strong CPU and GPU innovation, but sees limited upside due to heavy competition from Nvidia, supply chain risks, and gaming segment volatility.

    • Identifies Data Center and Client segment momentum but forecasts more modest, cyclical growth rates and views Embedded and Gaming as near-term weak spots.

    • Values AMD’s market share gains but considers current pricing overextended relative to achievable near-term profit growth.

    Do you think there’s more to the story for Advanced Micro Devices? Create your own Narrative to let the Community know!

    NasdaqGS:AMD Community Fair Values as at Oct 2025
    NasdaqGS:AMD Community Fair Values as at Oct 2025

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

    Companies discussed in this article include AMD.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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  • It’s Not Just Rich Countries. Tech’s Trillion-Dollar Bet on AI Is Everywhere. – The Wall Street Journal

    1. It’s Not Just Rich Countries. Tech’s Trillion-Dollar Bet on AI Is Everywhere.  The Wall Street Journal
    2. Indonesia: Boosting Industry with AI and Smart Safety Initiatives  OpenGov Asia
    3. Indonesia Highlights AI and Demographic Issues at APEC  RRI.co.id
    4. Indonesia Will Emphasize The Importance Of A Balanced Approach To The Use Of AI At The APEC 2025 Summit  VOI.ID

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