Shared on27 Aug 25
Fair value Increased 3.29%

Buoyed by accelerating AI server demand, renewed access to the Chinese AI chip market, and strong quarterly execution, analysts have raised Advanced Micro Devices’ consensus price target from $178.78 to $184.67. Analyst Commentary Bullish analysts cite a significant ramp in AI server demand from hyperscalers, with accelerating momentum in AMD's MI350 GPU series and expectations for the future launch of the MI400 architecture to drive revenue outperformance and market share gains through 2026.

Shared on08 Aug 25
Fair value Increased 15%

Advanced Micro Devices’ fair value estimate has increased, primarily reflecting modest improvements in net profit margin and revenue growth forecasts, resulting in a higher consensus analyst price target rising from $155.96 to $178.78. What's in the News AMD guided Q3 2025 revenue to ~$8.7B, implying ~28% YoY and ~13% sequential growth.

Shared on31 Jul 25
Fair 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.