Rosenblatt AMD

Rosenblatt Raises AMD Price Target to $300

November 5, 2025 Analyst: Kevin Cassidy 1 min read Reproduced verbatim
Rating
Buy
Target
$300
from $225 (+33%)
Outcome
Reached
on April 22, 2026
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What the analyst said

Rosenblatt analyst Kevin Cassidy raised the price target on AMD (NASDAQ: AMD) to $300 (from $225) while maintaining a Buy rating.

“AMD delivered a solid beat-n-raise as growth came from all markets. Importantly, Data Center revenue increased 22% including MI350 ramping.

Client revenue was up 46% Y/Y as AMD continues to gain market share. Outlook includes double-digit percentage growth in data center sequentially.

We see the company well positioned for well above consensus growth in 2026. We are lifting estimates and 12-month price target to $300.”

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 $529. The 26 analysts who set a target in the last 3 months range from $465 to $1,250, with a median of $680. This $300 target is 56% below the median, the lowest on the Street.

Since the note AMD has moved +111% (from $250). 12-month window: day 347 of 365, closes on November 5, 2026.

Track record

This call✓ Target reached on April 22, 2026, 6 months after the note.

Firm track recordRosenblatt: 80% of its 10 targets at least a year old were reached within 12 months (#17 of 28 firms). Accuracy ranking →

Earnings reactionOne of 15 notes after AMD’s Nov 4 results: 12 of 15 raised targets. See every call →

Rosenblatt on AMD

Rosenblatt price targets on AMD

7 calls from February 5, 2025 to September 29, 2026. The target went from $225 to $700 (+211%). The rating stayed Buy.

Rosenblatt targetAMD share price
  1. September 29, 2026Kept the $700 targetBuy$700
  2. August 6, 2026Target raised from $490 (+43%)Buy$700
  3. May 6, 2026Target raised from $300 (+63%)Buy$490
  4. February 4, 2026Kept the $300 targetBuy$300
  5. February 4, 2026Kept the $300 targetBuy$300
  6. November 5, 2025 This noteTarget raised from $225 (+33%)Buy$300
  7. February 5, 2025Earliest call shownBuy$225
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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 Bank of AmericaBuy Raised price target +16%, kept rating · Sep 25 $720from $620
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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.