Aletheia Capital AMD

Aletheia Capital Raises AMD Price Target to $800

Analyst: Warren Lau 1 min read Reproduced verbatim
Rating
Buy
Target
$800
from $700 (+14%)
Upside
+39%
AMD at $577 today
Aletheia Capital and AMD logos

What the analyst said

Aletheia Capital analyst Warren Lau raised the price target on AMD (NASDAQ: AMD) to $800 (from $700) while maintaining a Buy rating.

“We raise our AMD target price to $800 (from $700), based on a sum-of-the-parts (SOTP) valuation or an implied 24x FY27E–28E P/E, following a meaningful upward revision to our earnings estimates.

This adjustment reflects strengthening supply chain support, a highly competitive product portfolio, and stronger-than-expected demand for server CPUs and AI compute.

The positive impact should materialize as early as 4Q26E, where we anticipate data center (DC) revenue to more than double YoY.

Crucially, we now forecast AMD’s DC business to triple in 2027E, driven by a >2x growth in server CPUs and a 4x surge in GPUs YoY.

This rapid expansion and coupled with operating leverage, positions AMD as the fastest-growing AI compute provider; we project fully diluted EPS to triple YoY in FY27E and grow another ~80% in FY28E, effectively increasing over 5x in three years.

Our estimates are well ahead of consensus. Consequently, we are adding AMD to our Alpha Portfolio.”

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Where the price stands

AMD trades at $577. The 23 analysts who set a target in the last 3 months range from $465 to $800, with a median of $685. This $800 target is 17% above the median, the highest on the Street.

12-month window: day 0 of 365, closes on October 28, 2027.

Track record

This callOpen: a 12-month target, scored on October 28, 2027, a year after the note.

Firm track recordToo early to score Aletheia Capital: price targets are 12-month calls and fewer than 5 of its targets are a year old. 4 of its 13 open targets have already been reached. How we score

Aletheia Capital on AMD

Aletheia Capital price targets on AMD

2 calls from May 7, 2026 to October 28, 2026. The target went from $500 to $800 (+60%). The rating stayed Buy.

Aletheia Capital targetAMD share price
  1. October 28, 2026 This noteTarget raised from $500 (+60%)Buy$800
  2. May 7, 2026Earliest call shownBuy$500
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Other analysts on AMD

SusquehannaBuy Raised price target +5%, kept rating Oct 28 $650from $620 SusquehannaBuy Raised price target +13%, kept rating Oct 21 $620from $550 TD CowenBuy Kept rating and price target Oct 19 $675maintained MizuhoBuy Raised price target +22%, kept rating Oct 6 $705from $580 CitiBuy Raised price target +39%, kept rating Oct 6 $800from $575
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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.