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What 5 Institutions Published on Advanced Micro Devices in the Past 90 Days: Targets, Ratings, and the Evidence cover
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What 5 Institutions Published on Advanced Micro Devices in the Past 90 Days: Targets, Ratings, and the Evidence

Within the last ~3 months, institutional views on Advanced Micro Devices cluster around data-center AI momentum (EPYC + Instinct/MI-series) with targets frequently in the $500–$725 range. There is a clear split between lower-conviction stances (e.g., Equalweight/neutral/underweight-style positioning) and higher-conviction Buy/Outperform/Overweight calls. The strongest public evidence in this archive comes from broker/outlet pages that explicitly state both the rating and the revised price target.

게시일 2026년 8월 21일업데이트 2026년 8월 26일

Advanced Micro Devices · Jun 13 – Aug 5, 2026

Most institutions covered here are bullish on AMD’s data-center AI ramp, with targets implying upside versus the current ~$473 share price; the mid-point of published targets is $579, while one lower-conviction view sits at $465.

기관 수

5

목표주가 범위

$465 – $725

중앙값 $579

스탠스

강세 4중립 1
근거 등급 읽는 법
  • A기관이 직접 공개한 자료 — 기관이 직접 공개한 리서치 페이지, 공시, 발언록 등.
  • B통신사가 보고서를 직접 인용 — 로이터·블룸버그·CNBC 등이 해당 보고서를 지목해 전달한 보도.
  • C복수의 독립 보도 — 여러 독립 매체가 동일한 의견·목표가를 보도.
  • D평가 집계 사이트만 — 집계 사이트만 확인됨. 확정이 아니라 보도 기준으로 보세요.

목표주가 변동 타임라인

이 기간에 공개된 목표주가를 날짜순으로. 점에서 이어진 선은 해당 기관의 직전 목표입니다.

  1. Morgan StanleyEqualweight

    $410$465

  2. Evercore ISIOutperform

    $358$579

  3. Wells FargoOverweight

    $615$700

  4. KeyBancOverweight

    $530$725

  5. CitiBuy

    $460$575

KeyBanc Capital Markets

John Vinhraised price target

OverweightB
목표주가$530$725

KeyBanc expects AMD’s server and next-generation AI platform ramp to translate into sustained data-center revenue growth, supporting a higher price target.

근거

  • Raises the target to $725 while keeping an Overweight stance on AMD.
  • Cites server processor capacity as a support for shipment growth into 2027.
  • Points to AI accelerators and Helios as contributors to revenue growth across coming quarters.

근거 자료 (1)

  • 뒷받침: KeyBanc raised its AMD price target to $725 from $530 and maintained an Overweight rating on Aug 5, 2026.

    B
    “KeyBanc increased its price target on AMD to a street high of $725 from $530, while maintaining an Overweight rating.”
    CNBC, Aug 5, 2026 (via page excerpt)yahoo.com2026-08-05

Wells Fargo

Aaron Rakersraised price target

OverweightB
목표주가$615$700

Wells Fargo upgraded its price target based on expectations of continued strength in AMD’s data-center compute and AI-related demand.

근거

  • Raises the target to $700 from $615 while keeping an Overweight rating.
  • Attributes the move to data-center/AI demand as the key driver disclosed in the public item.

근거 자료 (1)

Evercore ISI

raised price target

OutperformB
목표주가$358$579

Evercore ISI sees a clearer trajectory for AI workload mix and hyperscaler interest that should benefit AMD’s competitive position in data-center accelerators/compute.

근거

  • Raises the target to $579 from $358 while maintaining Outperform.
  • Points to AI workload shift (training toward inference) as a catalyst by end-2026 (as described in the public excerpt).

근거 자료 (1)

  • 뒷받침: Evercore ISI raised its AMD price target to $579 from $358 and maintained an Outperform rating (date shown on public item as Aug 5, 2026 excerpt).

    B
    “Evercore ISI has raised its price target on Advanced Micro Devices (NASDAQ:AMD) to $579 from $358, maintaining an Outperform rating.”
    Dealroom.co (Evercore ISI), Aug 2026 (as shown in excerpt)dealroom.co

Morgan Stanley

raised price target

EqualweightD
목표주가$410$465

Morgan Stanley lifted its AMD target but kept a more cautious Equalweight stance, implying improved expectations without full conviction on upside.

근거

  • Raises the target to $465 from $410.
  • Keeps an Equalweight rating, indicating a middle-of-the-road stance despite the target increase.

근거 자료 (1)

Citi

Atif Malikupgraded and raised price target

Neutral → BuyB
목표주가$460$575

Citi upgraded AMD to Buy and raised its target to $575 based on disclosed positive drivers tied to the company’s evolving compute and AI opportunity set.

근거

  • Upgrades AMD to Buy from Neutral and raises the price target to $575 from $460 (as stated in the public item).
  • The upgrade is tied to a key positive development disclosed in the public summary (upgrade rationale not fully detailed in the excerpt).

근거 자료 (1)

Data-center GPU share & MI-series ramp focus

The Bulls and Bears Disagree on What Comes Next (and It Shows Up in Targets)

Most institutions in this window are explicitly positive on AMD’s data-center AI ramp, with several targets clustered between $575 and $725 (KeyBanc, Wells Fargo, Citi, Evercore ISI). The main outlier in stance quality is Morgan Stanley, which raised its target but stayed at Equalweight—a sign that the same data-center narrative can still be discounted on probability-weighting.

What Would Need to Be True for the Top-End Targets to Hit

  • MI-series/AI accelerator ramp meets or exceeds the implied demand path driving the higher targets.
  • Hyperscaler adoption accelerates (especially as workload mix shifts toward inference), supporting an upswing in data-center revenue visibility.
  • Server capacity and platforms (e.g., Helios) translate into sustained shipments rather than a short-cycle spike.

Related coverage touched by these data-center/AI ramp themes

NNVIDIA CorporationNVDA--
--Vol --
-
혼조
  • Competitive benchmark for AI accelerators that frames AMD’s MI-series share narrative.
  • Share-of-wallet depends on performance-per-watt comparisons across data-center workloads.
IIntel CorporationINTC--
--Vol --
-
관망
  • Server CPU platform competition matters for AMD’s data-center compute mix.
  • Workload diversification can shift orders across OEM and hyperscaler racks.
MMeta Platforms, Inc.META--
--Vol --
-
관망
  • AI infrastructure demand affects total addressable spending for partner accelerators.
  • Internal deployment decisions can influence AMD/competitor ordering cycles.
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