AMD and Nvidia Partner Nutanix's Stock Jumps After Earnings Beat. Why It's Got Further to Go.
Bookings are growing fast and it's only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.
AMD - Advanced Micro Devices, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$594.04
DETAILS
HIGH:
$1,250.00
LOW:
$260.00
MEDIAN:
$625.00
CONSENSUS:
$594.04
UPSIDE:
23.52%
Stock News
Advanced Micro Devices, Inc. $AMD Shares Sold by AI Squared Management Ltd
AI Squared Management Ltd lowered its position in shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) by 86.4% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 7,600 shares of the semiconductor manufacturer's stock after selling 48,300 shares during the quarter. Advanced Micro Devices comprises
AMD: The Low-Hanging Fruit Is Gone, But The Stock Is Still A Buy
AMD remains well-positioned for sustained growth, driven by robust AI compute demand and a rapidly expanding TAM through 2030. Q2 saw revenue grow to $11.5 billion, with data center segment growth accelerating to 107%. Margins also improved year-over-year. Q3 guidance calls for $13 billion in revenue and 56% gross margin, reflecting continued strong demand and cost efficiency.
AMD: The 2027 AI Repricing Is Coming
Advanced Micro Devices, Inc. expects Data Center revenue to more than double in 2027, with server CPU revenue growing above 70%. Helios combines MI450 GPUs, Venice CPUs, Pensando networking, and ROCm as AMD transitions toward complete rack-scale AI infrastructure. OpenAI, Meta, Anthropic and Microsoft commitments provide increasingly tangible demand visibility before AMD's major Helios revenue ramp begins.
Prediction: AMD's Next Move Could Be HUGE and Here's Where The Stock is Going
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has ripped higher through 2026, with the stock up 123.75% year to date as data center revenue more than doubled and hyperscaler deals kept stacking up.
1 Wall Street Analyst Just Upgraded AMD Stock and Estimates 30% Upside. Here's Why He's Bullish on This Semiconductor Stock.
A Raymond James analyst assigned a strong buy rating to AMD stock and set a price target of $641. Agentic AI will fuel AMD's server CPU sales between now and 2030.
AMD vs. Marvell: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
AMD has a big opportunity with inference and agentic AI. Meanwhile, Marvell is seeing big growth with optical interconnects and custom AI chips.
Why a Single Wire Report About Government Cash Sent AMD, Intel, and Micron Higher Overnight
Semiconductor stocks bounced during the Tuesday, August 25, 2026 session, and the reason had less to do with the companies themselves than with a wire report about the Treasury Department's cash account.
AMD vs. Broadcom: Which AI Stock Has the Bigger Upside Potential?
AMD's surging Data Center demand and stronger technical momentum give it an edge over Broadcom, despite both benefiting from AI growth.
Kodiak AI and AMD Collaborate to Advance Computing Power for Driverless Trucking
MOUNTAIN VIEW, Calif., Aug. 26, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. ("Kodiak”) (Nasdaq: KDK), a leading provider of physical AI-powered autonomous driving technology, today announced a collaboration with AMD to implement its AMD EPYC ™ Series processors to power Kodiak's seventh-generation autonomous truck platform.
AMD and Intel rise in premarket: why chip stocks are firming before Nvidia earnings
AMD and Intel stocks edged higher in Wednesday premarket trading as investors returned to semiconductor names ahead of Nvidia's earnings report. AMD gained 0.4% and Intel about 0.6%, while European chip stocks were mixed.
2 Artificial Intelligence (AI) Stocks That Can Skyrocket Up to 484%, According to Select Wall Street Analysts
Empowering software and systems with the tools to make autonomous, split-second decisions is an estimated $15.7 trillion addressable opportunity by 2030. If this chipmaker is successful in prying away AI data center market share from Nvidia, its shares can soar 164%.
AMD Stock Is Rising. Here's Why This Top AI Stock Is a Strong Buy Right Now
Advanced Micro Devices is poised to take market share from rival Intel. AMD is also closing the gap with industry titan Nvidia.
AMD's Next AI Accelerator Carries 432 Gigabytes of Memory -- 50% More Than the Last One. Here's the Bill That Comes With It.
AMD's Instinct MI455X is specified at 432 gigabytes of HBM4 memory per chip, up 50% from the 288 gigabytes of HBM3E on the MI355X. CEO Lisa Su said Helios, the rack system built on the new chips, is in production, with initial shipments set to begin later this quarter.
What Could a $10,000 Investment in Advanced Micro Devices Stock Be Worth by 2030?
AMD has a goal to deliver over $20 in earnings per share. A lot of the chipmaker's expected growth is already priced into its stock.
Applied Digital and IREN Climb 6% as the Digital Infrastructure Bid Broadens Past Bitcoin, Core Scientific Gains 4%
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
Why AMD can beat rivals Intel and Nvidia in the market for data-center CPUs
Shares of Advanced Micro Devices were climbing Tuesday after an analyst upgraded the stock and highlighted the company's strength over competitors in the booming market for server central processing units.
3 Top Artificial Intelligence (AI) Stocks to Buy Before 2027 Arrives
The AI investment trend isn't expected to slow down anytime soon.
The Nasdaq Floats as Oil Sinks and Memory Stocks Recover
Memory chips bounced back, oil sank, and hard assets kept climbing. Here's what moved the market ahead of Nvidia's big report.
AMD: The Easy Money Is Gone
Advanced Micro Devices, Inc. delivered record Q2 results and robust guidance, but shares fell as lofty expectations and competitive risks weighed on sentiment. Helios ramp, major AI deployments with OpenAI, Meta, Anthropic, and Microsoft, and data center growth underpin the bullish long-term thesis. Competitive risks persist as customers develop in-house chips and SpaceX commits exclusively to Nvidia, challenging AMD's future merchant GPU demand.
Price Targets
Raymond James Upgrades AMD (AMD) to Strong Buy
$641.00
(was $456.75)
Simon Leopold
·
Raymond James
AMD initiated with an Outperform at BMO Capital
$550.00
(was $469.45)
BMO Capital
AMD price target raised to $625 from $450 at Argus
$625.00
(was $487.98)
Argus Research
AMD (AMD) PT Raised to $550 at DA Davidson
$550.00
(was $486.59)
Gil Luria
·
D.A. Davidson
AMD price target raised to $700 from $615 at Wells Fargo
$700.00
(was $518.58)
Wells Fargo
AMD (AMD) PT Raised to $465 at Morgan Stanley
$465.00
(was $518.58)
Joseph Moore
·
Morgan Stanley
AMD (AMD) PT Raised to $650 at Bernstein SocGen Group
$650.00
(was $518.58)
Stacy Rasgon
·
Bernstein
AMD (AMD) PT Raised to $650 at Jefferies
$650.00
(was $518.58)
Blayne Curtis
·
Jefferies
AMD (AMD) PT Raised to $594 at Truist Securities
$594.00
(was $518.58)
William Stein
·
Truist Financial
Roth/MKM Reiterates Buy Rating on AMD (AMD)
$650.00
(was $518.58)
KeyBanc
AMD price target raised to $625 from $615 at Mizuho
$625.00
(was $486.98)
Mizuho Securities
AMD price target raised to $650 from $500 at Roth Capital
$650.00
(was $539.69)
Suji Desilva
·
Roth Capital
AMD (AMD) PT Raised to $660 at Melius
$660.00
(was $539.69)
Ben Reitzers
·
Melius Research
AMD (AMD) PT Raised to $1,250 at Baird
$1250.00
(was $539.69)
Tristan Gerra
·
Robert W. Baird
AMD (AMD) PT Raised to $730 at UBS
$730.00
(was $539.69)
Timothy Arcuri
·
UBS
AMD price target raised to $640 from $515 at Jefferies
$640.00
(was $539.69)
Blayne Curtis
·
Jefferies
AMD price target raised to $700 from $670 at UBS
$700.00
(was $548.13)
Timothy Arcuri
·
UBS
AMD price target raised to $725 from $530 at KeyBanc
$725.00
(was $534.39)
KeyBanc
AMD (AMD) PT Raised to $635 at Stifel as 'EPYC Server-CPU Franchise is an AI Winner'Member Login
$635.00
(was $546.72)
Stifel Nicolaus
AMD price target raised to $640 from $450 at Goldman Sachs
$640.00
(was $517.82)
Goldman Sachs