AMD Stock Rises 6.09% as Analysts Boost Outlook on Memory Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
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Source: Benzinga
- Tight Memory Supply: Analyst John Vinh highlights that hyperscalers are locking in DRAM and NAND capacity, anticipating a 50% growth in data center bits by 2026, which is pushing DRAM contract prices up by approximately 25% in Q1 2026.
- Upgraded Price Expectations: Vinh upgraded AMD and Intel to Overweight, forecasting a 10%-15% price increase for server CPUs in Q1 2026, indicating strong demand and supply constraints for both companies in the market.
- Custom Silicon Competition: Broadcom's 2026 Chip on Wafer on Substrate (CoWoS) supply increased from 190K to 250K, a roughly 30% upward revision, reflecting surging demand from hyperscalers for custom silicon, potentially adding $8 billion to $10 billion in revenue.
- Market Risk Warning: While AI and data center workloads remain robust, Vinh warns that rising memory prices and shortages could pressure smartphone and PC markets, leading to declines in demand and margins for related companies.
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Analyst Views on AMD
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
27 Buy
9 Hold
0 Sell
Strong Buy
Current: 252.740
Low
200.00
Averages
284.10
High
377.00
Current: 252.740
Low
200.00
Averages
284.10
High
377.00
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.
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