Stifel AMD

Stifel Reaffirms Buy on AMD, $132 Price Target

June 13, 2025 Analyst: Ruben Roy 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$132
Downside
−77%
AMD at $562 today
Stifel and AMD logos

What the analyst said

Stifel analyst Ruben Roy reiterated a Buy rating and $132 price target on AMD (NASDAQ: AMD)

“In addition to formally launching the Instinct MI350 GPUs and platforms, AMD provided a highlevel preview of the next generation MI400 GPUs and an AI rack level solution, Helios.

AMD also remains committed to matching NVDA’s annual rhythm of launching new GPU architecture, which will extend to an MI500 Series in 2027.

As has been the case at previous AI events, AMD continues to emphasise its focus on, and the benefits of, an open AI ecosystem and a continued focus on inference workloads, which management noted are expected to drive the overall AI accelerator TAM faster than training over the next several years.

With respect to the overall accelerator market size, AMD now expects a greater than $500bn accelerator TAM by 2028, up from the company’s previous estimate of $500bn.

We continue to view AMD’s product roadmap execution positively with expectations for continued traction in tier-1 AI infrastructure deployments.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

AMD trades at $562. The 26 analysts who set a target in the last 3 months range from $465 to $1,250, with a median of $680. This $132 target is 81% below the median, the lowest on the Street.

Since the note AMD has moved +374% (from $119). The 12-month window closed on June 13, 2026.

Track record

Firm track recordStifel: 96% of its 24 targets at least a year old were reached within 12 months (#3 of 21 firms). Accuracy ranking →

Stifel on AMD

Stifel price targets on AMD

8 calls from February 5, 2025 to April 20, 2026. The target went from $162 to $320 (+98%). The rating stayed Buy.

Stifel targetAMD share price
  1. April 20, 2026Target raised from $280 (+14%)Buy$320
  2. February 4, 2026Kept the $280 targetBuy$280
  3. February 4, 2026Target raised from $132 (+112%)Buy$280
  4. June 13, 2025 This noteKept the $132 targetBuy$132
  5. May 19, 2025Kept the $132 targetBuy$132
  6. May 7, 2025Target cut from $162 (−19%)Buy$132
  7. April 1, 2025Kept the $162 targetBuy$162
  8. February 5, 2025Earliest call shownBuy$162
Share

Other analysts on AMD

MizuhoBuy Raised price target +22%, kept rating · Oct 6 $705from $580 CitiBuy Raised price target +39%, kept rating · Oct 6 $800from $575 CantorBuy Kept rating and price target · Oct 5 $700maintained RosenblattBuy Kept rating and price target · Sep 29 $700maintained Bank of AmericaBuy Raised price target +16%, kept rating · Sep 25 $720from $620
Share on
Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.