AMD's AI bets face investor scrutiny as Big Tech switches to custom chips
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Citi Downgrades AMD (AMD) to Neutral
February 5, 2025 7:48 AM ESTCiti analyst Christopher Danely downgraded AMD (NASDAQ: AMD) from Buy to Neutral with a price target of $110.00 (from $175.00).
The analyst comments "Yesterday after the close, AMD reported decent results/guidance driven by higher CPU sales. However, AMD didnt provide AI revenue... More
Northland on AMD (AMD): 'We think fast money moves out at the open and would be a buyer the weakness'
February 5, 2025 6:49 AM ESTNorthland analyst Gus Richard reiterated an Outperform rating and $175.00 price target on AMD (NASDAQ: AMD).
The analyst comments "AMD reported an inline quarter and guided Q1 inline with consensus. AMD expects strong double-digit AI growth in CY25 and share gains... More
AMD (AMD) PT Lowered to $125 at Goldman Sachs
February 5, 2025 6:36 AM ESTGoldman Sachs analyst Toshiya Hari lowered the price target on AMD (NASDAQ: AMD) to $125.00 (from $129.00) while maintaining a Neutral rating.
The analyst comments "AMD delivered better-than-feared 4Q24 results and 1Q25 guidance as the company continues to execute on its product... More
AMD (AMD) PT Lowered to $162 at Stifel
February 5, 2025 6:33 AM ESTStifel analyst Ruben Roy lowered the price target on AMD (NASDAQ: AMD) to $162.00 (from $200.00) while maintaining a Buy rating.
The analyst comments "4Q results were roughly in-line with expectations with aggregate revenue of $7.7bn, increasing 24% y/y, driven by continued growth... More
AMD (AMD) PT Lowered to $120 at Melius
February 5, 2025 6:12 AM ESTMelius analyst Ben Reitzers lowered the price target on AMD (NASDAQ: AMD) to $120.00 (from $129.00) while maintaining a Hold rating.
The analyst comments "Cutting Estimates: Given lower estimates for GPUs and higher opex, we are cutting estimates for the 3rd time in the last month. Our estimate for AI GPUs reflects our view that AMD can achieve sales of $1.3B in... More
AMD (AMD) PT Lowered to $175 at UBS
February 5, 2025 5:54 AM ESTUBS analyst Timothy Acuri lowered the price target on AMD (NASDAQ: AMD) to $175.00 (from $190.00) while maintaining a Buy rating.
The analyst comments "We would characterize results and guidance as mixed - at best, though consistent w/ our preview that Street revenue and EPS... More
AMD earnings preview
February 4, 2025 12:00 PM ESTAMD (NASDAQ: AMD) is set to report its fourth-quarter earnings after the market close today, Tuesday, February 4, 2025. Heres what analysts at Wells Fargo Bank of America expect:
Wells Fargo maintained an Overweight rating on AMD ahead of its earnings release, but the bank remains cautious about near-term guidance.
The firms analysts believe investor sentiment is already pricing in a potential downward revision of up to 10% in AMDs 2026... More
