Advanced Micro Devices, Inc. (AMD)
AMD's Next Leg Higher Has Already Started
Advanced Micro Devices' Q1 2026 revenue surged 38% to $10.3 billion while free cash flow more than tripled to $2.6 billion. EPYC server revenue grew over 50% year-over-year again, with management guiding server CPU growth above 70% in Q2. AMD doubled its server CPU TAM outlook from $60 billion to over $120 billion amid accelerating AI infrastructure demand.
Analyst issues new AMD stock price target
Following several years of relative stagnation despite the acceleration of the artificial intelligence (AI) boom, the stock of Advanced Micro Devices (NASDAQ: AMD) entered a strong rally in 2026, effectively doubling in value from $214.16 at the end of 2025 to $460.43 at press time on May 13.
AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI's Next Phase
On Bloomberg Businessweek Weekend's May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable.
Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case
Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), raising its price target to $515 from $415 while keeping an Outperform rating.
This Stock Is My Biggest Bet For May
I bought more Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) again last week, and I am not embarrassed to say it was my biggest single buy of the year.
Investors Heavily Search Advanced Micro Devices, Inc. (AMD): Here is What You Need to Know
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Does AMD Still Have Room to Climb After Blowout Q1 Earnings?
AMD's strong Q1 results and expanding AI portfolio are fueling optimism for further upside in AI servers and data centers.
AMD stock hits new high as Wall Street bets on AI CPU supercycle
Advanced Micro Devices shares continued climbing on Monday, reaching a new 52-week high as investors increasingly bet that the next phase of the artificial intelligence infrastructure boom will extend well beyond graphics processing units into server CPUs and broader data center hardware. AMD shares closed up 0.79% at $458.79 on Monday as Wall Street analysts pointed to growing demand for AI-related computing infrastructure and stronger long-term prospects for the server CPU market.
Machine learning algorithm predicts AMD stock price on May 31, 2026
Given that Wall Street analysts have been concerned about Advanced Micro Devices (NASDAQ: AMD) valuation for months, AMD stock's recent upsurge appears to have significantly increased the risks of a staggering May correction.
AMD: $600 Target Appears Too Low
AMD is experiencing a surge driven by robust CPU server demand, particularly from AI-related workloads. The chip company saw Q1 results exceed expectations, with 38% revenue growth and strong Q2 guidance, but the real catalyst is management's bullish outlook on CPU growth. Management now projects server CPU TAM to grow over 35% annually, reaching $120 billion by 2030, while UBS predicts the market to surge to $170 billion.
Chip Stocks Are Soaring While Software Slows. Is a Reversal Looming?
The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over.
Nvidia owns the AI story, so why is AMD beating it on returns?
At the start of 2026, most investors would have confidently picked Nvidia stock as most likely to lead the market. Jensen Huang still owns the AI stage, Nvidia (NASDAQ: NVDA) remains the default name in data-center spend, and the company has been expanding its CPU ambitions with Meta while touting a $1 trillion AI-chip opportunity through 2027.
