AMD, Intel, and Lattice Price Targets Raised by Stifel
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy AMD?
Source: seekingalpha
- AMD Price Target Increase: Stifel raised AMD's price target from $280 to $320, driven by multi-gigawatt strategic commitments from Meta and OpenAI, despite worsening supply constraints, with the upcoming MI450/Helios launch expected to provide additional growth momentum.
- Intel Outlook Analysis: While Stifel increased Intel's price target from $42 to $65, analysts noted that Intel's near-term gross margins remain in the low-to-mid 30% range, and the absence of an AI compute strategy limits investment opportunities, necessitating attention to its long-term transformation progress.
- Lattice Semiconductor Growth Potential: Lattice's price target was raised from $110 to $130, with analysts highlighting that FPGA attach rates per server are increasing from approximately $1 to $3–4, and server-based revenue is projected to grow by 85% in 2025, indicating strong market demand.
- Market Competitive Landscape: Stifel believes Lattice's valuation is relatively reasonable and its execution complexity is lower than that of AMD and Intel, positioning Lattice favorably in the expanding AI market, which could further enhance its market share.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 284.490
Low
210.00
Averages
289.13
High
377.00
Current: 284.490
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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