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).”
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