Citigroup Boosts Intel, AMD Price Targets and Launches €15bn EMEA Private Capital Programme
Citigroup’s equity research team raised its price targets for Intel to $130 and AMD to $460, forecasting the server CPU market to surge from $29.3bn in 2025 to $131.5bn by 2030. Separately, Citi and HPS Investment Partners launched a €15bn private capital programme for EMEA debt financing over five years.
1. Equity Research Raises Intel and AMD Targets
Citigroup’s research analysts increased Intel’s price target from $95 to $130 and lifted AMD’s to $460, citing expanding data center demand. They project the CPU market growing from $29.3bn in 2025 to $131.5bn by 2030, with Intel capturing roughly 47% and AMD 34% of the segment.
2. Launch of €15bn EMEA Private Capital Programme
Citigroup and HPS Investment Partners have established a €15bn private capital programme targeting sub-investment grade debt in Continental Europe, the UK and later the Middle East. The five-year initiative will leverage Citi’s origination network across its investment, corporate and commercial banking divisions alongside HPS’s structuring expertise.