Rosenblatt AMD

Rosenblatt Reiterates Buy Rating on AMD

Analyst: Kevin Cassidy 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$300
Unchanged
Outcome
Reached
on April 22, 2026
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What the analyst said

Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and $300.00 price target on AMD (NASDAQ: AMD).

“AMD delivered another strong quarter driven by growing data center demand. The company continues to take market share in this lucrative market. DC demand is expected to continue well into 2026.

Management has been working with suppliers to expand available capacity.

Importantly, according to management MI 450 and Helios racks are on track to ramp production in 2H26 with multiple customers ready for deployment.

These new products are driving OpEx above what we had been modeling. This higher OpEx has us lowering our FY26E and FY27E Non-GAAP EPS slightly. We expect to remain above consensus.”

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 $484. The 15 analysts who set a target in the last 3 months range from $510 to $800, with a median of $700. This $300 target is 57% below the median, the lowest on the Street.

Since the note AMD has moved +100% (from $242). 12-month window: day 273 of 365, closes on February 4, 2027.

Track record

This call✓ Target reached on April 22, 2026, 3 months after the note. Same target as this firm’s February 4, 2026 note, so it is scored there.

Firm track recordRosenblatt: 58% of its 19 targets at least a year old were reached within 12 months (#25 of 26 firms). Accuracy ranking →

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, 2026 This noteKept the $300 targetBuy$300
  6. November 5, 2025Target raised from $225 (+33%)Buy$300
  7. February 5, 2025Earliest call shownBuy$225
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Other analysts on AMD

Morgan StanleyHold Raised price target +10%, kept rating Nov 2 $510from $465 SusquehannaBuy Raised price target +5%, kept rating Oct 28 $650from $620 Aletheia CapitalBuy Raised price target +14%, kept rating Oct 28 $800from $700 SusquehannaBuy Raised price target +13%, kept rating Oct 21 $620from $550 TD CowenBuy Kept rating and price target Oct 19 $675maintained
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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.