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Piper Sandler initiated coverage on AMD with an Overweight rating and a $600 target, citing rapid server CPU and AI infrastructure growth. CLSA and Raymond James also boosted targets to $710 and $641…
Analysts raised AMD price targets (Argus $625, Rosenblatt $700, JPMorgan $550 neutral) amid AMD's AI stack focus and reported discussions on Intel foundry prepayments as Intel expands stock offering …
UBS raised AMD's price target to $730 after AI Day revealed strong server CPU margins, a $220B 2030 market forecast, and gigawatt-scale deals with OpenAI, Meta, Anthropic. Q2 earnings on Aug. 4 is ne…
Semiconductor stocks rally as Intel jumps 6% on RBC's bullish Q2 preview, while AMD surges 4% following price target hikes from Rosenblatt ($665) and UBS ($700). SOXX ETF gains 4%, though sector rema…
Semiconductor stocks rebound after last week's 9% SOX drop, led by AMD (+4%) on bullish analyst price target hikes. Concerns persist over Chinese AI competition and rising capex costs, with GOOGL ear…
Bernstein raised price targets for AMD, ARM, and Intel, citing strong AI opportunities and robust server CPU demand. AMD's target increased to $600, reflecting continued strength in the server market.
Bank of America analysts project a $170 billion AI-driven server CPU market by 2030. The brokerage raised price targets for AMD and Arm, while reiterating Nvidia as their top pick in the sector, citi…
Bank of America identifies 'agentic AI' as a major growth catalyst, significantly boosting demand forecasts for CPUs. AMD received a target price hike as a preferred CPU play, while Nvidia maintains …
BofA bullishly increased price targets for AMD and NVDA, citing the massive growth potential of agentic AI. The firm projects the server CPU market to reach $170 billion by 2030, positioning these ch…
TD Cowen raised its AMD price target to $600, citing potential gains in server market share due to AI data center strength. While supply constraints and Nvidia's laptop competition weigh on sentiment…
Evercore ISI Group raised AMD's price target to $579 from $358, representing a 62% upside. This significant upgrade reflects strong confidence in the chipmaker's growth trajectory and competitive pos…