Goldman Sachs downgraded Advanced Micro Devices (AMD) to a Sell rating despite the company reporting record Q2 revenue of $11.54 billion, driven largely by its Data Center segment which accounts for 58% of sales. AMD projects strong Q3 revenue of $13 billion and continues to gain market share in server CPUs, supported by AI investments from Microsoft and Meta. However, some analysts remain cautious due to industry volatility and supply chain risks, while others like Bernstein maintain a Buy rating with a $650 price target, reflecting mixed market views on AMD's near-term outlook.
NVIDIA reported $81.6 billion in revenue, up 85% year-over-year, but excluded any China data center compute revenue in its guidance due to export bans, impacting about $20 billion in potential revenue. AMD posted $11.54 billion, up 50%, with a 107% i...
AMD reported strong Q2 2026 results with revenue up 50% to $11.54 billion and data center revenue doubling, yet shares fell due to flat gross margin guidance of 56% for Q3. Despite the pullback, Baird raised its price target to $1,250, citing AMD's g...
Jim Cramer is highlighting semiconductor stocks as key investments due to strong earnings driven by AI infrastructure demand. Major players like NVIDIA, AMD, Broadcom, Qualcomm, and Marvell show varied strengths: NVIDIA and AMD lead in merchant GPU c...
Advanced Micro Devices (AMD) continues to be rated a Buy due to its strong growth driven by artificial intelligence (AI) and solid execution. The stock trades at a 31x forward price-to-earnings ratio, reflecting a 29% premium over the sector median, ...
AMD's stock surged over 14% recently following a record Q2 earnings report. Analyst Stacy Rasgon from Bernstein raised the 12-month price target to $650, suggesting a 32% upside from current levels, driven by strong Q3 revenue guidance and data cente...
