Loop Capital AMD

Loop Capital Raises AMD Price Target to $410

Analyst: Gary Mobley 1 min read Reproduced verbatim
Rating
Buy
Target
$410
from $310 (+32%)
Outcome
Reached
on May 6, 2026
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What the analyst said

Loop Capital analyst Gary Mobley raised the price target on AMD (NASDAQ: AMD) to $410.00 (from $310.00) while maintaining a Buy rating.

“Following better-than-expected 1H FY26 results/guide, we reiterate our Buy rating.

We are raising our PT from $310 to $410 (assumes shares trade at ~27.0x our FY28 EPS estimate, or <20.0x the new 2030 EPS target with the higher assumed growth for the server CPU TAM).

The incremental takeaways from AMD’s results/guide 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 MI400 Helios in 2H FY26); 3) Helios and MI450 are on target for 2H FY26; and 4) AMD now sees its server CPU TAM twice as large as presented at the company’s Nov 2025 analyst day (from $60B to $120B).”

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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 $492. The 23 analysts who set a target in the last 3 months range from $510 to $800, with a median of $685. This $410 target is 40% below the median, the lowest on the Street.

Since the note AMD has moved +38% (from $355). 12-month window: day 181 of 365, closes on May 6, 2027.

Track record

This call✓ Target reached on May 6, 2026, 0 days after the note.

Firm track recordLoop Capital: 79% of its 14 targets at least a year old were reached within 12 months; on AMD, 2 of 2. Accuracy ranking →

Earnings reactionOne of 22 notes after AMD’s May 5 results: 22 raised · 0 cut · 0 kept. See every call →

Loop Capital on AMD

Loop Capital price targets on AMD

5 calls from January 13, 2025 to May 6, 2026. The target went from $175 to $410 (+134%). The rating stayed Buy.

Loop Capital targetAMD share price
  1. May 6, 2026 This noteTarget raised from $310 (+32%)Buy$410
  2. February 4, 2026Kept the $310 targetBuy$310
  3. February 4, 2026Target raised from $140 (+121%)Buy$310
  4. May 7, 2025Target cut from $175 (−20%)Buy$140
  5. January 13, 2025Earliest call shownBuy$175
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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.