Analysts Lift AMD Price Targets as Stock Rallies 130% and CPU Revenue Hits 46.2%
AMD•Analysts have raised price targets on Advanced Micro Devices after a 130% year-to-date rally, highlighting expanding GPU market share and a CPU franchise now at a record 46.2% revenue contribution. AMD’s buy rating is driven by its dual-engine growth thesis in AI GPUs and EPYC CPU deployments.
1. Analyst Upgrades and Price Target Raises
During June, Barclays, UBS, Mizuho and Bernstein each raised their price targets on Advanced Micro Devices, reflecting growing confidence in the company’s competitive position in AI GPU markets and its expanding EPYC CPU share.
2. Robust Stock Performance
AMD shares have surged over 130% this year, fueled by hyperscalers’ multi-gigawatt GPU deployment deals and accelerating enterprise adoption of EPYC server processors.
3. Dual-Engine Growth Thesis
AMD’s strategy balances high-performance AI GPUs securing long-term hyperscaler contracts with its EPYC CPU franchise now accounting for a record 46.2% of revenue, diversifying its data-center workload exposure.
