AMD Shares Surge Following Positive Analyst Upgrade
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 25 2026
0mins
Source: Yahoo Finance
- Analyst Upgrade: D.A. Davidson analyst Gil Luria upgraded AMD's stock rating from neutral to buy and raised the price target to $375 per share, reflecting strong confidence in the company's future performance.
- Surging Market Demand: Luria noted that Intel's robust earnings report indicates a rapid increase in demand for high-performance central processing units (CPUs), particularly driven by AI workloads, presenting unprecedented opportunities for AMD's CPU business.
- Price Increase Potential: With demand expected to outstrip supply, AMD is positioned to raise prices for its high-performance CPUs, which should enhance the company's margins and earnings power, further strengthening its competitive position in the market.
- Upcoming Earnings Report: Investors are looking forward to AMD's first-quarter earnings report on May 5, where more details on AI-driven sales and profits are expected, and management will discuss the company's growth prospects during the conference call on the same day.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 488.450
Low
210.00
Averages
289.13
High
377.00
Current: 488.450
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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- Optimistic Market Outlook: In bullish scenarios, AMD's stock could see a 50% upside (approximately 35% probability), while a doubling of the stock price (around 15% probability) would depend on the successful execution of 1GW and market acceptance of a durable duopoly structure in AI accelerators.
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