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AMD rated Strong Buy on AI GPU growth and Meta partnership, with $344B revenue potential by 2035

Analyst Insights
23 Sep 2026
Seeking Alpha
View Source
Bullish
AMD rated Strong Buy on AI GPU growth and Meta partnership, with $344B revenue potential by 2035

Advanced Micro Devices (AMD) has received a Strong Buy rating due to its growing AI GPU market share and a key partnership with Meta Platforms. The company is expanding its role in AI infrastructure with custom MI450-based chips. Revenue projections suggest AMD could reach $344 billion by 2035, driven by a 15% share in data center GPUs and growth in client and gaming segments. Improved product competitiveness and narrowing price gaps with NVIDIA support a positive long-term outlook and potential margin growth.

AMD shares are trading at USD 618.70 on Pluang as of Sep 23, 2026 19:42 WIB, slightly down by 0.81% for the day. The stock's market cap stands at $1.02 trillion, reflecting its significant presence in the technology sector. Despite the recent dip, the 52-week high of $623.77 shows the stock's strong performance potential over the past year.

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AMD hits $1 trillion market cap as AI-driven growth boosts revenue and stock outlook

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