--- title: "Wedbush is optimistic about AMD's data center growth and raises the target price" type: "News" locale: "en" url: "https://longbridge.com/en/news/293966869.md" description: "Wedbush Securities maintains AMD's \"Outperform\" rating and significantly raises the target price. They are optimistic about its data center CPU/GPU growth and AI collaborations with Microsoft and Anthropic. They expect revenue acceleration in 2026-2027, raising the 2026 revenue forecast to $49.2 billion and EPS to $7.22; the 2027 revenue forecast is raised to $81.2 billion and EPS to $14.74" datetime: "2026-07-27T19:28:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293966869.md) - [en](https://longbridge.com/en/news/293966869.md) - [zh-HK](https://longbridge.com/zh-HK/news/293966869.md) --- # Wedbush is optimistic about AMD's data center growth and raises the target price Wedbush Securities released a research report on Monday, maintaining an "outperform" rating on AMD and significantly raising its target price, citing strong growth momentum in its data center business in the CPU and GPU sectors, as well as demand boosts from newly established artificial intelligence partnerships. Wedbush expects AMD's data center revenue to accelerate growth in the second half of 2026 to 2027. This expectation aligns with signals recently released by AMD CEO Lisa Su. She previously stated that based on the strong demand for the "Helios" platform and the MI450 series GPUs, the company is confident in achieving annual revenue of several billion dollars in its data center AI business by 2027. Wedbush specifically pointed out that the new AI collaboration agreements with Microsoft and Anthropic will be key drivers of AMD's data center revenue. Last week, AMD announced a strategic partnership with Anthropic, which will deploy up to 2 gigawatts of AMD Instinct MI450 series GPUs in its "Helios" cabinet-level solutions, with the first 1 gigawatt deployment expected to start in the first half of 2027. AMD also committed to a strategic equity investment of up to $5 billion in Anthropic. According to the latest financial forecasts, Wedbush raised AMD's full-year revenue expectation for 2026 from $47.2 billion to $49.2 billion, and the earnings per share expectation from $6.95 to $7.22; at the same time, it raised the revenue expectation for 2027 to $81.2 billion and the earnings per share expectation to $14.74. AMD is expanding its influence in the AI infrastructure field through its "Helios" cabinet-level AI system. This system integrates Instinct MI455X GPUs, 6th generation EPYC "Venice" CPUs, Pensando networking technology, and ROCm software, directly competing with NVIDIA's complete solutions. Microsoft has announced that it will be a core customer of "Helios," deploying the system within its Azure data centers. Tech giants like Meta and OpenAI have also begun adopting the platform. Wedbush also noted that AMD partners such as Supermicro, Dell Technologies, Samsung Electronics, Micron Technology, and Cerebras are expected to benefit from this. AMD plans to announce its second-quarter financial results on August 4, at which point the market will gain more details on its data center business progress ### Related Stocks - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md) - [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md) - [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md) - [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFW.US](https://longbridge.com/en/quote/MSFW.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [ANTH.NA](https://longbridge.com/en/quote/ANTH.NA.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md) - [DELL.US](https://longbridge.com/en/quote/DELL.US.md) - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) ## Related News & Research - [AMD Stock Forecast: Why This Five-Star Analyst Raised the Chipmaker's Price Target by 41%](https://longbridge.com/en/news/293762297.md) - [CBRS Stock Alert: What to Know as Cerebras Teams Up With AMD](https://longbridge.com/en/news/293768646.md) - [Former Microsoft President Jeff Raikes Says AI Could Create a 'Talent Debt' by Replacing Entry-Level Work](https://longbridge.com/en/news/293906551.md) - [Microsoft Is Deepening Ties with AI Giant Mistral. 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