---
title: "Mizuho Raises AMD, SanDisk Stock Price Targets on Agentic AI Demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301078807.md"
description: "Mizuho analyst Vijay Rakesh raised price targets for AMD to $705 and SanDisk to $2,050, citing agentic AI demand tailwinds from Meta's Muse and OpenAI's Dots. He also increased targets for Dell, Intel, and Super Micro Computer, reaffirming Buy ratings on AMD and SanDisk."
datetime: "2026-10-06T21:18:56.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301078807.md)
  - [en](https://longbridge.com/en/news/301078807.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301078807.md)
generator: "portal-rs"
---

# Mizuho Raises AMD, SanDisk Stock Price Targets on Agentic AI Demand

Mizuho analyst Vijay Rakesh raised his price targets on Advanced Micro Devices (AMD), SanDisk (SNDK), and several other semiconductor stocks to reflect agentic AI-driven demand tailwinds following the launch of Meta Platforms' (META) Muse and OpenAI's Dots.

The 5-star analyst reiterated a Buy rating on AMD and raised his price target to $705 from $580. He also reaffirmed a Buy rating on SNDK stock and increased his price target to $2,050 from $1,750. Furthermore, Rakesh raised his price targets on Dell Technologies (DELL), Intel (INTC), and Super Micro Computer (SMCI), as he expects these companies to benefit from Agentic AI demand as well.

### Related Stocks

- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [AMDC.US](https://longbridge.com/en/quote/AMDC.US.md)
- [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md)
- [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md)
- [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md)
- [AMDS.US](https://longbridge.com/en/quote/AMDS.US.md)
- [AMDU.US](https://longbridge.com/en/quote/AMDU.US.md)
- [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md)
- [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md)
- [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md)
- [AMYY.US](https://longbridge.com/en/quote/AMYY.US.md)
- [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md)
- [DLLL.US](https://longbridge.com/en/quote/DLLL.US.md)
- [INT.US](https://longbridge.com/en/quote/INT.US.md)
- [INTW.US](https://longbridge.com/en/quote/INTW.US.md)
- [INYY.US](https://longbridge.com/en/quote/INYY.US.md)
- [LINT.US](https://longbridge.com/en/quote/LINT.US.md)
- [SCA.US](https://longbridge.com/en/quote/SCA.US.md)
- [SMCC.US](https://longbridge.com/en/quote/SMCC.US.md)
- [SMCL.US](https://longbridge.com/en/quote/SMCL.US.md)
- [SMCX.US](https://longbridge.com/en/quote/SMCX.US.md)
- [SMCY.US](https://longbridge.com/en/quote/SMCY.US.md)
- [SMCZ.US](https://longbridge.com/en/quote/SMCZ.US.md)
- [SMYY.US](https://longbridge.com/en/quote/SMYY.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)

## Related News & Research

- [Lisa Su Says AI Demand Will Stay ‘Very, Very High’ for Years as AMD Races to Add Supply](https://longbridge.com/en/news/301046014.md)
- [AMD Seeks a Deeper Partnership with Samsung as AI Memory Supply Tightens](https://longbridge.com/en/news/301118635.md)
- [AMD stock clears OpenAI's warrant price bar before the chips ship](https://longbridge.com/en/news/301032151.md)
- [BUZZ-Citigroup boosts CPU market forecast to $300 bln on agentic AI growth](https://longbridge.com/en/news/301042417.md)
- [AMD's Lisa Su: Going To Substantially Increase Our Supply In 2027](https://longbridge.com/en/news/300991529.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**