Political Influence on Semiconductor ETFs: Semiconductor ETFs are facing new risks due to political factors, particularly following President Trump's announcement of a significant U.S. government stake in Intel Corp, leading to debates among fund managers about the potential benefits and drawbacks of this exposure.
Intel's Impact on ETF Performance: While major ETFs like VanEck and iShares have significant holdings in Intel, the company's performance is crucial for these funds, especially as they are buoyed by Nvidia's dominance and AI optimism, despite concerns over Intel's political ties affecting its market demand.
Bullish and Bearish Perspectives: The bullish outlook suggests that government backing could stabilize Intel and enhance its market position, while the bearish view warns of potential political complications and international retaliation that could harm Intel's sales and the broader semiconductor market.
Market Stability Amid Uncertainty: Despite the political risks, the performance of major semiconductor ETFs remains steady for now, but upcoming earnings reports from Intel could significantly alter the risk profile of these investments.
AMD
$209.17+Infinity%1D
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 281.78 USD with a low forecast of 200.00 USD and a high forecast of 350.00 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.
37 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 281.78 USD with a low forecast of 200.00 USD and a high forecast of 350.00 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
10 Hold
0 Sell
Moderate Buy
Current: 207.580
Low
200.00
Averages
281.78
High
350.00
Current: 207.580
Low
200.00
Averages
281.78
High
350.00
Cantor Fitzgerald
Overweight
downgrade
$350 -> $300
2025-12-16
New
Reason
Cantor Fitzgerald
Price Target
$350 -> $300
2025-12-16
New
downgrade
Overweight
Reason
Cantor Fitzgerald lowered the firm's price target on AMD to $300 from $350 and keeps an Overweight rating on the shares. The SOX is positioned to lead markets higher after outperforming the S&P by roughly 30 points in CY25, supported by the early stages of the AI era driving demand across compute, networking, memory, and equipment, the analyst tells investors in a research note. While cyclical factors may create mixed signals, the macro backdrop and expected exponential growth in AI infrastructure spending support a long position in the SOX and overweight exposure to AI-related plays into CY26, the firm says.
BofA
Buy
downgrade
$300 -> $260
2025-12-16
New
Reason
BofA
Price Target
$300 -> $260
2025-12-16
New
downgrade
Buy
Reason
BofA lowered the firm's price target on AMD to $260 from $300 and keeps a Buy rating on the shares. The firm is updating its price targets for U.S. Semiconductor stocks under its coverage, the analyst tells investors. BofA views 2026 as a midpoint for an 8 to 10 year journey upgrading traditional IT infrastructure for faster, AI workloads. While stocks may remain choppy amid greater scrutiny of AI returns and hyperscaler cash flows, this should be offset by faster large language model builders and AI factories, the firm adds.
Raymond James
Outperform
initiated
$377
2025-11-20
Reason
Raymond James
Price Target
$377
2025-11-20
initiated
Outperform
Reason
Raymond James assumed coverage of AMD (AMD) with an Outperform rating and $377 price target. The firm believes AMD is best positioned to compete with Nvidia (NVDA) in the merchant graphics processing unit market. The firm sees continued momentum for the company in accelerators and artificial intelligence rack systems "despite investor skepticism."
Mizuho
Outperform
maintain
$275 -> $285
2025-11-12
Reason
Mizuho
Price Target
$275 -> $285
2025-11-12
maintain
Outperform
Reason
Mizuho raised the firm's price target on AMD to $285 from $275 and keeps an Outperform rating on the shares following the analyst day. The company sees sales growing at 35% annually, which implies 2026 and 2027 revenue inline with estimates but 2028 through 2030 sales above expectatoins, the analyst tells investors in a research note. Mizuho upped numbers following AMD's laying out of longer term financial targets.
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.
