Shared on31 Jul 25Fair value Increased 6.85%
The upward revision in AMD's consensus price target primarily reflects a higher future P/E multiple applied by analysts, as revenue growth forecasts remain largely unchanged, resulting in a new fair value estimate of $154.23. What's in the News AMD announced a major strategic collaboration with Aligned and USC ISI to develop the MEGALODON large language model using AMD Instinct MI300/MI325X GPUs and ROCm, aiming to train LLMs efficiently on non-NVIDIA architectures.
Shared on30 Apr 25Fair value Decreased 2.72%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Decreased 2.12%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on16 Apr 25Fair value Decreased 2.87%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 0.58%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 7.75%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Decreased 1.08%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Decreased 0.31%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Increased 14%
AnalystConsensusTarget has decreased revenue growth from 22.1% to 19.6% and decreased future PE multiple from 38.6x to 33.1x.