What the analyst said
Mizuho analyst Vijay Rakesh raised the price target on AMD (NASDAQ: AMD) to $152 (from $135) while maintaining an Outperform rating.
“AMD – Adjusting our JunQ rev/EPS estimates from $7.40B/$0.68 to $7.40B/$0.47 (cons. $7.40B/$0.49), F25E from $32.0B/$4.02 to $32.0B/$3.90 (cons. $31.8B/$3.94), F26E from $38.5B/$6.28 to $38.5B/$5.86 (cons. $37.5B/$5.81) and F27E from $43.5B/$7.19 to $43.7B/$7.19 (cons. $42.9B/$7.14).
Reiterate Outperform, raise PT to $152 (prior: $130), 25.9x our F26E P/E (prior: 18.6x) as we see potential for a slightly better MI355X ramp in 2H25E as demand for AI accelerators remains strong, with many hyperscalers continuing to look to second source GPUs, but SW continues to keep AMD behind key competitor NVDA.”
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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 $152 target is 78% below the median, the lowest on the Street.
Since the note AMD has moved +313% (from $136). The 12-month window closed on July 2, 2026.
Track record
Firm track recordMizuho: 96% of its 28 targets at least a year old were reached within 12 months (#2 of 21 firms). Accuracy ranking →
Mizuho on AMD
Mizuho price targets on AMD
8 calls from February 5, 2025 to February 4, 2026. The target went from $140 to $275 (+96%). The rating stayed Buy.
- February 4, 2026Target raised from $175 (+57%)Buy$275
- July 15, 2025Target raised from $152 (+15%)Buy$175
- July 2, 2025 This noteTarget raised from $135 (+13%)Buy$152
- May 19, 2025Kept the $135 targetBuy$135
- May 16, 2025Target raised from $117 (+15%)Buy$135
- May 7, 2025Target cut from $120 (−3%)Buy$117
- March 14, 2025Target cut from $140 (−14%)Buy$120
- February 5, 2025Earliest call shownBuy$140
Other analysts on AMD
CitiBuy
Raised price target +39%, kept rating · Oct 6
$800from $575
StifelBuy
Raised price target +10%, kept rating · Oct 5
$700from $635
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