Advanced Micro Devices

AI And Cloud Computing Will Revolutionize Digital Infrastructure

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

08 Apr 25

Updated

15 Apr 26

Views

1.5k

15 Apr

US$521.58

AnalystHighTarget's Fair Value

US$362.79

43.8% overvalued

1Y

262.7%

7D

-2.9%

Loading

1Y

262.7%

7D

-2.9%

Author's Valuation

US$362.7943.8% overvalued

AnalystHighTarget Fair Value

Shared on 15 Apr 26

Fair value Decreased 0.016%

AMD: Meta AI Pact Will Support Future AI Infrastructure Scale

The analyst price target for AMD has been adjusted slightly lower to $362.79 from $362.85, as analysts refresh their models around updated revenue growth, profit margin assumptions, and a modestly lower future P/E following recent commentary on AI partnerships and GPU deployment timelines. Analyst Commentary Recent research focuses heavily on AMD's role in large scale AI infrastructure and how major partnerships factor into valuation, execution risk, and long term growth potential.

46 views

Shared on 04 Mar 26

Fair value Increased 2.00%

AMD: Meta AI Infrastructure Pact Will Support Long-Term Earnings Power

Analysts have raised their AMD price target by $7 to reflect updated assumptions for higher revenue growth and slightly lower future P/E multiples. They cite new multi year GPU and CPU partnerships with Meta and other AI customers, which they view as reinforcing the company’s role in large scale AI infrastructure.

71 views

Shared on 18 Feb 26

Fair value Decreased 1.51%

AMD: AI Accelerator And Server Demand Will Support Long-Term Earnings Power

Analysts have trimmed their consolidated AMD price target by about $5 to reflect slightly more cautious revenue growth assumptions and a lower future P/E, while acknowledging stronger profit margin expectations supported by recent research highlighting AI accelerator demand, server CPU sell through into 2026, and ongoing debate around competitive risks. Analyst Commentary Recent research on Advanced Micro Devices points to a split tape in sentiment, but with a clear group of bullish analysts leaning into AI, server demand, and competitive positioning as key supports for valuation and growth expectations.

111 views

Shared on 04 Feb 26

Fair value Decreased 0.27%

AMD: AI Data Center Demand Will Drive Long-Term Earnings Power

Analysts have raised their price targets on Advanced Micro Devices by up to $30, citing healthy server demand, confidence in the AI accelerator roadmap, and updated assumptions for growth, margins, and a higher future P/E multiple in their models. Analyst Commentary Recent research on Advanced Micro Devices has tilted clearly constructive, with several bullish analysts revisiting their models and assumptions around AI, servers, and long term earnings power.

46 views

Shared on 19 Dec 25

Fair value Increased 57%

AMD: OpenAI Data Center Pact Will Drive Long-Term AI Upside

The analyst fair value estimate for Advanced Micro Devices has risen sharply from $230.00 to approximately $362.15, as analysts increase long-term revenue growth and margin assumptions based on large multiyear AI accelerator and rack-scale system opportunities highlighted in recent Street research. Analyst Commentary Bullish analysts are broadly constructive on AMD's positioning in the accelerating AI infrastructure cycle, with recent notes emphasizing both the magnitude and duration of the company’s growth runway.

271 views

Shared on 07 May 25

Fair value Increased 20%

1 view

Shared on 30 Apr 25

Fair value Decreased 2.71%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 23 Apr 25

Fair value Increased 15%

AnalystHighTarget has increased future PE multiple from 32.1x to 38.8x.

0 views

Shared on 16 Apr 25

Fair value Decreased 6.19%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$362.79

43.8% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

26.78%

Historical revenue growth rate

16.90%

Semiconductors revenue growth rate

1.56%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.10%

Calculation

US$26.63b

Earnings '29

x

30.48x

PE Ratio '29

=

US$811.68b

Market Cap '29

US$811.68b

Market Cap '29

/

1.66b

No. shares '29

=

US$489.64

Share Price '29

US$489.64 Share Price '29

Discounted to 2026 @ 10.53% p.a.

=

US$362.63

Fair Value '26