--- title: "AMD Stock Has A Lot 'To Be Encouraged And Excited About': Analysts Are Cautious But Bullish" description: "Analysts express cautious optimism about AMD's Q2 results, with Goldman Sachs maintaining a Neutral rating and raising the price target to $150. KeyBanc remains positive, highlighting strong demand an" type: "news" locale: "en" url: "https://longbridge.com/en/news/251878137.md" published_at: "2025-08-06T16:27:51.000Z" --- # AMD Stock Has A Lot 'To Be Encouraged And Excited About': Analysts Are Cautious But Bullish > Analysts express cautious optimism about AMD's Q2 results, with Goldman Sachs maintaining a Neutral rating and raising the price target to $150. KeyBanc remains positive, highlighting strong demand and market share gains, while Wedbush notes high expectations for future growth. Benchmark sees potential in AI GPU ramps. Despite an 8.1% drop in stock price to $160.28, AMD is up 32.9% year-to-date. Analysts emphasize the importance of Data Center GPU revenue and market share dynamics in the coming quarters. **Advanced Micro Devices** AMD analysts break down the Q2 financial results and highlight what could happen in the second half of the fiscal year. **The AMD Analysts**: - Goldman Sachs analyst James Schneider maintained a Neutral rating on AMD and raised the price target from $140 to $150. - KeyBanc analyst John Vinh maintained a Sector Weight rating with no price target. - Wedbush analyst Matt Bryson reiterated an Outperform rating and raised the price target from $170 to $190. - Benchmark analyst Cody Acree reiterated a Buy rating and raised the price target from $170 to $210. **Read Also: AMD Stock Is Sliding Wednesday: What’s Going On?** **Goldman Sachs on AMD:** The company showed Datacenter GPU momentum, but questions remain regarding scale and operating leverage, Schneider said in a new investor note. "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 into the quarter," Schneider said. The analyst said the AMD stock price could hinge on the level of Data Center GPU revenue in 2026. "Based on our latest estimates, we view ~$10-11 billion as realistic – but we think investor expectations are well ahead of this level." Schneider remains Neutral on AMD with questions on the company's market share in the PC and enterprise server segments. **KeyBanc on AMD**: Strong second quarter results and a path to ramp up MI355 were highlights from the company's earnings for Vinh. "We're encouraged by these results and the strong ramp of MI355," Vinh said. The analyst said AMD is seeing strong high-end desktop demand, gaining market share in premium segments and seeing growing commercial momentum. "We are firm believers in AMD's revitalized product road map strategy, and product traction is compelling." The analyst said that expectations for AMD gaining market share could be too high and provides "substantial risk" to the share price, based on a valuation level that is well above that of its peers. **Wedbush on AMD**: Second quarter results were good, but AMD now has lofty expectations from the company and investors, Bryson said in a new investor note. "The Q3 outlook was better than expected on substantial Q/Q DC GPU growth expectations, even without assuming any MI308 export licenses are granted," Bryson said. The analyst stated that the guidance positions AMD to exceed prior analyst estimates in the coming quarters. China remains a wild card, with guidance not including future revenue for the country. While China could provide more upside in the future, the analyst said strength in client and server compute markets can help offset weaker GPU results. "Our view is rather that AMD's increased guide should be viewed as a positive outcome, particularly given the likelihood sales to China do eventually resume." **Benchmark on AMD**: Strong data center and client market share gains highlight the Q2 strength, Acree said in a new investor note. The analyst said the ramp of new AI GPUs bodes well for the second half of the fiscal year. "For Q3, AMD's growth is expected to be driven by a strong double-digit increase in the Data Center, particularly in MI350 ramps," Acree said. With the stock trading down after hours on Tuesday, the analyst said the move could be investors taking profits after shares had risen 26% in the last month and 56% over the last six months. Acree said stronger-than-expected results, market share gains, and the ramp of new AI GPUs should be top storylines to follow for AMD going forward. "We see a lot about AMD for investors to be encouraged and excited about." **AMD Price Action**: AMD stock is down 8.1% to $160.28 on Wednesday versus a 52-week trading range of $76.48 to $182.50. AMD stock is up 32.9% year-to-date in 2025. - **Lisa Su Says AMD’s AI Chip MI355 Taking On Nvidia’s B200, GB200 Head-On As AI Customers Seek Scalable GPU Alternatives** *Photo: Shutterstock* ### Related Stocks - [AMD.US - AMD](https://longbridge.com/en/quote/AMD.US.md) - [AMDL.US - GraniteShares 2x Long AMD Daily ETF](https://longbridge.com/en/quote/AMDL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Capital CS Group LLC 收購了 4,049 股 AMD（Advanced Micro Devices, Inc.）股票 | Capital CS Group LLC 在第三季度收購了 4,049 股超微半導體公司（NASDAQ:AMD），價值約 655,000 美元，使其成為該公司的第 19 大持倉。其他機構投資者也增加了對 AMD 的持股。近期內部人士的銷售包 | [Link](https://longbridge.com/en/news/276001896.md) | | 伊利諾伊市政退休基金購入了 AMD 公司的股票 | 伊利諾伊州市政退休基金在第三季度將其在超微半導體公司（NASDAQ:AMD）的持股增加了 43.2%，目前持有 35,561 股，價值 575 萬美元。其他機構投資者如先鋒集團和道富銀行也增加了他們的持股。內部人士最近出售了股票，執行副總裁 | [Link](https://longbridge.com/en/news/275975691.md) | | 軟銀和 AMD 將共同驗證 AMD Instinct GPU 在下一代人工智能基礎設施中的應用 | 軟銀集團和 AMD 已啓動對 AMD Instinct GPU 的聯合驗證，以支持下一代人工智能基礎設施。此次合作旨在增強 GPU 資源管理，允許根據人工智能應用的需求進行最佳分配。增強的調度器功能使得在單個 GPU 上高效運行多個人工智能 | [Link](https://longbridge.com/en/news/276039148.md) | | Midwest Trust Co 出售了 4,023 股 AMD（Advanced Micro Devices, Inc.）的股票 | 中西部信託公司在第三季度減少了對超微半導體公司（AMD）的持股比例，下降了 36.4%，出售了 4,023 股，目前持有 7,038 股，市值為 114 萬美元。其他機構投資者也調整了他們的持倉，其中 ORG Wealth Partners | [Link](https://longbridge.com/en/news/275753936.md) | | AMD 的質量評分因其押注 60% 的年度數據中心擴張以推動 AI 主導地位而大幅上升 | AMD 的質量評分飆升至 92.71，這得益於第四季度創紀錄的 103 億美元收入以及數據中心部門 60% 的年度增長目標。公司報告淨收入增長 42%，達到 25 億美元，並且現金流強勁，為未來的人工智能投資奠定了良好基礎。儘管年初至今股價 | [Link](https://longbridge.com/en/news/275906953.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.