Loop Capital Reiterates Buy Rating on AMD

Loop Capital analyst Gary Mobley reiterated a Buy rating and $310.00 price target on AMD (NASDAQ: AMD).

“Following better-than-expected 4Q25 results & 1Q26 guidance, we reiterate our Buy rating. We reiterate our $310 PT which assumes shares trade at ~29.0x our new FY27 EPS est.

Clearly, the takeaways from AMD’s results include: 1) AMD continues to take market share from INTC at a rapid rate (in PCs, but especially in servers); 2) AMD’s is gaining momentum with its AI strategy, supporting GPU software & systems capabilities (inclusive of Instinct MI355 GPUs impacting 2H FY25 & MI400 Helios in 2H FY26); 3) Helios and MI450 are not delayed from a 2H FY26, as some “experts” had speculated; and 4) sales into China are ramping again, albeit at a modest level and currently excluding MI325 (for which AMD is applying for export license).”

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.