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Piper Sandler keeps bullish on AMD with $600 target, citing strong AI growth and supply-demand balance.

Analyst Insights
15 Sep 2026
Finbold
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Bullish
Piper Sandler keeps bullish on AMD with $600 target, citing strong AI growth and supply-demand balance.

Piper Sandler reaffirmed its 'Overweight' rating on AMD, setting a $600 price target, about 22% above current levels, after positive third-quarter investor discussions. The firm highlighted AMD's on-track CPU and GPU ramp-ups, strong demand exceeding supply, and growth in AI infrastructure and data center segments. This aligns with broader Wall Street optimism, where AMD holds a 'Strong Buy' consensus and an average 12-month target of $644.62. AMD's shares have surged 125% in 2026, driven by its expanding AI portfolio and data center business, with analysts optimistic about continued growth into 2027.

AMD stock price target update is the subject, with Pluang's Technology sector breadth showing 66 stocks rose and 82 fell out of 150 priced as of Sep 15, 2026 23:03 WIB. Among notable movers, QUALCOMM, Inc. (QCOM) rose 4.07% to USD 187.49, Core Scientific Inc (CORZ) declined 4.13% to USD 16.26, and BigBearai Holdings Inc (BBAI) dropped 3.99% to USD 2.77.

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Comcast plans major split of its tech and media businesses amid mixed investor reactions

Comcast plans major split of its tech and media businesses amid mixed investor reactions

Comcast announced a strategic restructuring to separate its connectivity and technology division from its media operations, including NBCUniversal and Sky. UBS raised Comcast's price target to $27, suggesting a 10% upside from current prices. The com...

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Vera Bradley beats earnings estimates with $0.11 EPS and 1.1% revenue growth, driven by 'Project Sunshine'.

Vera Bradley beats earnings estimates with $0.11 EPS and 1.1% revenue growth, driven by 'Project Sunshine'.

Vera Bradley reported a strong quarter with earnings per share of $0.11, beating analyst expectations of a $0.08 loss. Revenue rose 1.1% year-over-year to $71.65 million, supported by an 8.0% increase in direct-to-consumer sales. The company’s ongoin...

Company Fundamentals
Bullish
3 hours ago
Flotek Industries upgraded to $44 target despite $400M contract fraud lawsuit and stock drop.

Flotek Industries upgraded to $44 target despite $400M contract fraud lawsuit and stock drop.

Lake Street raised Flotek Industries' price target to $44, signaling a 65% upside from its current $26.68 price. This comes amid a securities fraud class action lawsuit over a canceled $400 million Puerto Rico contract, which caused the stock to plun...

Analyst Insights
Neutral
3 hours ago
Robinhood sees 15x growth in prediction markets amid potential US digital asset regulation

Robinhood sees 15x growth in prediction markets amid potential US digital asset regulation

Robinhood Markets is experiencing rapid growth in its prediction markets, with user engagement surging fifteen-fold to 4.7 billion event contracts traded in August. This growth is attracting positive analyst attention, with Cantor Fitzgerald maintain...

Analyst Insights
Bullish
4 hours ago
Applied Digital falls 4%, turning negative for 2026 amid AI data center sell-off

Applied Digital falls 4%, turning negative for 2026 amid AI data center sell-off

Applied Digital's stock dropped 4% to $23.72, pushing its 2026 performance into negative territory with a 3% year-to-date loss. This decline reflects a broader sell-off in smaller AI data center hosting companies like Core Scientific and Cipher Minin...

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Bearish
4 hours ago
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