What the analyst said
Roth/MKM analyst Suji Desilva raised the price target on AMD (NASDAQ: AMD) to $300 (from $250) while maintaining a Buy rating.
“AMD reported strong 3Q25 revenue growth ahead of consensus and guided above consensus 4Q25 upside as well despite exclusion of China-specific MI308 revenue.
We believe AMD is gaining broad traction with large hyperscale customers and is positioned to benefit from accelerating CPU demand, Instinct GPU upgrade cycles, and mix shift to sales of rack-scale systems such as Helios.
We raise our price target from $250 to $300 and maintain our Buy rating.”
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 $566. The 23 analysts who set a target in the last 3 months range from $465 to $800, with a median of $685. This $300 target is 56% below the median, the lowest on the Street.
Since the note AMD has moved +127% (from $250). 12-month window: day 359 of 365, closes on November 5, 2026.
Track record
This call✓ Target reached on April 22, 2026, 6 months after the note.
Firm track recordToo early to score Roth MKM: price targets are 12-month calls and fewer than 5 of its targets are a year old. 2 of its 5 open targets have already been reached. How we score
Roth MKM on AMD
Roth MKM price targets on AMD
4 calls from May 7, 2025 to August 5, 2026. The target went from $125 to $650 (+420%). The rating stayed Buy.
- August 5, 2026Kept the $650 targetBuy$650
- July 24, 2026Target raised from $300 (+117%)Buy$650
- November 5, 2025 This noteTarget raised from $125 (+140%)Buy$300
- May 7, 2025Earliest call shownBuy$125




