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AMD boosts 2027 server revenue growth forecast to 100% driven by AI and data center gains

Company Fundamentals
13 Nov 2026, 20:14 WIB
Seeking Alpha
View Source
Bullish
AMD boosts 2027 server revenue growth forecast to 100% driven by AI and data center gains

Advanced Micro Devices (AMD) raised its 2027 server revenue growth outlook to about 100%, fueled by increased monetization of custom AI architectures through its EPYC processors. The company has begun initial Helios deployments with five major AI customers and expects its Data Center AI revenue to more than double. In Q3, AMD's Data Center operating income surged 168% to $2.9 billion, although free cash flow declined to $554 million. Despite some risks, a bullish 2028 price target of $850 per share suggests a 60% upside from current levels, highlighting strong growth potential in AI and data center markets.

As of Nov 14, 2026 01:21 WIB, AMD shares are trading at USD 523.70 on Pluang, down 10.52% for the day with a market cap of $959.94 billion. Despite the recent price drop, investor interest remains strong with 67% of order activity on Pluang being buys. The stock's enterprise value stands at $953.08 billion, reflecting its significant presence in the technology sector.

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