Advanced Micro Devices Inc (AMD) experienced a price decline of 5.00%, hitting a 5-day low. This movement comes as the Nasdaq-100 is down 1.60% and the S&P 500 is down 0.94%, indicating a challenging environment for tech stocks.
The decline in AMD's stock price is attributed to broader market weakness, particularly following negative sentiment in the semiconductor sector after Broadcom warned of lower AI sales margins. This has raised concerns about profitability across the industry, affecting investor confidence in companies like AMD.
As the market continues to react to these developments, AMD's performance may be influenced by ongoing shifts in investor sentiment and sector dynamics, particularly as competition intensifies in the semiconductor space.
Wall Street analysts forecast AMD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMD is 284.10 USD with a low forecast of 200.00 USD and a high forecast of 377.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
36 Analyst Rating
Wall Street analysts forecast AMD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMD is 284.10 USD with a low forecast of 200.00 USD and a high forecast of 377.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
27 Buy
9 Hold
0 Sell
Strong Buy
Current: 251.310
Low
200.00
Averages
284.10
High
377.00
Current: 251.310
Low
200.00
Averages
284.10
High
377.00
UBS
NULL -> Buy
maintain
$300 -> $330
2026-01-26
New
Reason
UBS
Price Target
$300 -> $330
AI Analysis
2026-01-26
New
maintain
NULL -> Buy
Reason
UBS raised the firm's price target on AMD to $330 from $300 and keeps a Buy rating on the shares.
Piper Sandler
upgrade
$280 -> $300
2026-01-26
New
Reason
Piper Sandler
Price Target
$280 -> $300
2026-01-26
New
upgrade
Reason
Piper Sandler raised the firm's price target on AMD to $300 from $280 and keeps an Overweight rating on the shares. The firm remains very enthusiastic about AMD's prospects going into 2026 and into the March quarter guidance. For the December 2025 quarter, Piper believes AMD will deliver revenue upside to the tune of $200M, with potential to exceed that level, and EPS upside of at least 2c relative to the Street. For the March quarter, the firm also sees potential for upside, although it expects it to be relatively small given the seasonal aspects of client, gaming, and even the enterprise EPYC CPU business.
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Bernstein
Stacy Rasgon
Market Perform
maintain
$200 -> $225
2026-01-21
Reason
Bernstein
Stacy Rasgon
Price Target
$200 -> $225
2026-01-21
maintain
Market Perform
Reason
Bernstein analyst Stacy Rasgon raised the firm's price target on AMD to $225 from $200 and keeps a Market Perform rating on the shares ahead of quarterly results. The firm is adjusting estimates to incorporate better server / weaker PC assumptions. Bernstein now models AMD's Q4 2025 at $9.7B/$1.31, up slightly from $9.6B/$1.30 prior, and mostly in line with consensus at $9.6B/$1.32.
Needham
Buy
maintain
$28 -> $30
2026-01-20
Reason
Needham
Price Target
$28 -> $30
2026-01-20
maintain
Buy
Reason
Needham raised the firm's price target on Riot Platforms (RIOT) to $30 from $28 and keeps a Buy rating on the shares. The firm cites the company having signed a 25MW lease with AMD (AMD) at its newly acquired Rockdale site where it previously did not have full land ownership, and while the lease economics are significantly lower than peers, the yield on cost is attractive as capex is expected to be only $3.6m/MW, the analyst tells investors in a research note.
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) 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, GPUs, 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+, and 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.
