What the analyst said
KeyBanc analyst John Vinh reiterated a Sector Weight rating on AMD (NASDAQ: AMD).
“Asia Takeaways: In contrast to last quarter, takeaways for AMD were mostly positive and include: 1) strong demand for AMD’s next-generation AI GPU MI355 puts AI revenues this year on pace to reach $7B-$8B (we’re raising our AI GPU ests for 2025 to $7B); 2) server demand NT remains robust, with the latest cloud tracker results showing a meaningful uptick in Turin deployments; and 3) INTC’s aggressive price cuts on Lunar Lake are having limited impacts on AMD’s PC market share.
Despite these positive takeaways, we’re maintaining our Sector Weight rating as we think the gap with NVDA remains wide and await further proof points that demonstrate AMD’s ability to close the gap more meaningfully.”
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Track record
Firm track recordKeyBanc: 80% of its 10 targets at least a year old were reached within 12 months (#18 of 28 firms); on AMD, 2 of 2. Accuracy ranking →
KeyBanc on AMD
KeyBanc price targets on AMD
8 calls from January 14, 2025 to January 13, 2026. The target went from $150 to $270 (+80%). The rating stayed Buy.
- January 13, 2026Kept the $270 targetBuy$270
- January 13, 2026Upgraded to Buy, target raised from $140 (+93%)Buy$270
- November 5, 2025Rating only, no price targetHoldNo target
- July 8, 2025 This noteRating only, no price targetHoldNo target
- May 7, 2025Rating only, no price targetHoldNo target
- April 8, 2025Downgraded to HoldHoldNo target
- February 5, 2025Target cut from $150 (−7%)Buy$140
- January 14, 2025Earliest call shownBuy$150
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
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