AMD, Super Micro shares slide as AI bets falter on data center results miss

Go back to AMD, Super Micro shares slide as AI bets falter on data center results miss

AMD (AMD) PT Raised to Street High $230 at New Street Research, 'Positive momentum in GPU & firing on all other cylinders'

August 6, 2025 10:56 AM EDT

New Street Research analyst Pierre Ferragu raised the price target on AMD (NASDAQ: AMD) to $230.00 (from $150.00) while maintaining a Buy rating.

The analyst comments "Instinct momentum picking up: 7 of top 10 AI firms have adopted Instinct & interest is picking up with neo-clouds. Customers... More

AMD (AMD) PT Raised to $200 at Barclays

August 6, 2025 6:02 AM EDT

Barclays analyst Tom O\'Malley raised the price target on AMD (NASDAQ: AMD) to $200.00 (from $130.00) while maintaining a Overweight rating.

The analyst comments "The company is benefiting from strong AI trends in the DC business and is continuing to expand share in... More

AMD (AMD) PT Raised to $190 at Stifel

August 6, 2025 5:53 AM EDT

Stifel analyst Ruben Roy raised the price target on AMD (NASDAQ: AMD) to $190.00 (from $161.00) while maintaining a Buy rating.

The analyst comments "2Q revenue of $7.7 billion was up 32% y/y and above consensus, driven by strong EPYC and Ryzen CPU sales offsetting... More

Goldman Sachs Reiterates Neutral Rating on AMD (AMD)

August 6, 2025 5:41 AM EDT

Goldman Sachs analyst James Schneider reiterated a Neutral rating and $150.00 price target on AMD (NASDAQ: AMD)

The analyst comments "Key stock takeaways: We expect the stock to be range bound following a strong quarter with guidance that was above the Street, offset by high expectations and stock outperformance heading... More