Shared on 05 Dec 25

Fair value Increased 2.46%

AMD: Multiyear AI Data Center Deals Will Drive Future Upside Potential

Analysts have modestly raised their fair value estimate for Advanced Micro Devices to approximately $284 per share from about $277. This reflects increased confidence in accelerating AI driven revenue growth, improving profit margins, and a more balanced long term earnings profile despite intensifying competition from both GPU rivals and emerging custom accelerators.

Shared on 20 Nov 25

Fair value Increased 12%

AMD: Major AI Partnerships And Data Center Momentum Will Drive Future Gains

Analysts have raised their fair value estimate for Advanced Micro Devices to approximately $277 per share from $246. This change is driven by stronger revenue growth forecasts and optimism around the company's expanding role in artificial intelligence and data center markets.

Shared on 05 Nov 25

Fair value Increased 2.89%

AMD: Major AI Partnerships And Execution Will Determine Future Industry Positioning

Analysts have increased their average price target for Advanced Micro Devices by approximately $7 to $246. They cite robust AI-related partnerships, strong quarterly revenue growth, and improving profit margin projections as key factors behind the upward revision.

Shared on 22 Oct 25

Fair value Increased 12%

Analysts have significantly raised their price targets for Advanced Micro Devices, increasing the fair value estimate from approximately $214 to over $239 per share. Stronger revenue growth, expanding profit margins, and major AI infrastructure deals are expected to drive substantial upside for the company.

Shared on 08 Oct 25

Fair value Increased 16%

Analysts have raised their fair value estimate for Advanced Micro Devices from $184.67 to $213.93. They cite stronger revenue growth expectations and the recently announced multi-year AI infrastructure deal with OpenAI as key drivers of the upward revision.

Shared on 27 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 on 08 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 on 31 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.

Shared on 07 May 25

Fair value Increased 0.72%

Shared on 30 Apr 25

Fair value Decreased 2.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 2.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair 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.

Analysts Lift AMD Price Targets as AI Deals and Valuation Projections Fuel Optimism

AMD: Multiyear AI Data Center Deals Will Drive Future Upside Potential

AMD: Major AI Partnerships And Data Center Momentum Will Drive Future Gains

AMD: Major AI Partnerships And Execution Will Determine Future Industry Positioning

Shared on 22 Oct 25

Shared on 08 Oct 25

Shared on 27 Aug 25

Shared on 08 Aug 25

Shared on 31 Jul 25

Shared on 07 May 25

Shared on 30 Apr 25

Shared on 23 Apr 25

Shared on 16 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 10 Mar 25