Advanced Micro Devices, Inc. (AMD)
AMD analysts boost target price on 'positive' company announcements
Bank of America analysts raised their price objective on Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) to $300 per share from $250 following what they called “positive” company announcements at the 2025 Open Compute Project (OCP) Conference in California. In a note to clients on Friday, the analysts wrote that they now see greater visibility into the deployment and ramp outlook of MI450 Series 'Helios' racks launching in the second half of 2026, supported by key industry customers such as Oracle, Meta, and OpenAI.
AMD: Likely Path To $600
Advanced Micro Devices unlocks massive AI growth with a landmark OpenAI GPU deal, positioning for substantial data center revenue expansion. The OpenAI partnership could drive AMD's annual AI revenue to tens of billions, with potential for $100+ billion in total revenue over several years. Barclays sets a $300 price target for AMD, citing strong EPS growth and the transformative impact of the OpenAI and Oracle deals.
AMD: Since When Have Integrated Supply Chains Become A 'Bubble'?
I dismiss the AI "circular bubble" narrative normal B2B deals in a nascent industry, comparable to aerospace integration. It signals healthy evolution rather than speculation. AI bubble risks rather depend on LLM progress. Only a plateau in AI models would deflate valuations, but history shows exponential gains so far. The OpenAI deal with Advanced Micro Devices, Inc. could significantly boost Advanced Micro Devices, Inc.'s long-term FCF margin, narrowing the profitability gap with Nvidia. It also gives credibility to AMD as Nvidia's contender in inference.
Nvidia Vs. AMD Stock: Don't Choose Wrong
Although Advanced Micro Devices increased by 47% over the last month, its counterpart Nvidia could be the preferable option. Continuously assessing alternatives is essential to a robust investment strategy.
Here's Why Advanced Micro Devices (AMD) Fell More Than Broader Market
The latest trading day saw Advanced Micro Devices (AMD) settling at $234.56, representing a -1.69% change from its previous close.
Why AMD Stock Jumped 50%?
Advanced Micro Devices (NASDAQ:AMD) stock surged by almost 50% between 7/17/2025 and 10/15/2025. The gains come on the back of improving earnings, a recovering CPU market and surging interest in GPUs for artificial intelligence applications.
Advanced Micro Devices Eyes $300 as AI Demand Surges
Advanced Micro Devices' NASDAQ: AMD stock price outlook, long tied to a forecast of GPU market-share gains, was affirmed by OpenAI and accelerated by Oracle NYSE: ORCL. Oracle plans to deploy 50,000 Advanced Micro Devices' MI450 line of AI accelerators in the third quarter of 2026.
Nvidia, AMD, Intel: If the AI bubble is bursting, then someone forgot to tell Taiwan
Anyone hoping that the artificial intelligence boom might be losing momentum will find little comfort in Wedbush's latest dispatch from Asia. Analyst Dan Ives and his team returned from a supply chain tour across Taiwan and the region, brimming with optimism and a few raised eyebrows at just how hot demand has become.
AMD Stock: Here's What To Expect As OpenAI Buys In
Advanced Micro Devices, Inc. shares have run up following deals with OpenAI and Oracle. The company is finally overcoming fears of AI market saturation. Despite the price increase, I think AMD stock offers an attractive long-term value proposition.
Top Stock Movers Now: AMD, Morgan Stanley, Bank of America, Progressive, and More
Major U.S. equities indexes climbed Wednesday afternoon in the wake of strong bank earnings and indications of more Federal Reserve rate cuts ahead. The S&P 500, Nasdaq, and Dow were all higher.
AMD analysts boost target price on AI revenue growth clarity
Wedbush analysts believe Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) has provided future certainty around graphics processing unit (GPU) demand following newly announced agreements that promise to substantially lift the company's future GPU revenues. In a note to clients on Wednesday, the analysts raised their target price on AMD to $270 per share from $190, while reiterating their ‘Outperform' rating on the stock, based on the company's likely revenue path over the next few years.
