How analysts reacted to AMD’s results
AMD reported on February 3, 2026 (quarter ended Dec 2025). In the next sessions, 17 Wall Street firms published notes: 5 raised their price target, 4 cut it and 8 kept it unchanged. The median target of the 17 firms with a before-and-after figure went from $283 to $290 (+2%). The shares fell 17% on Feb 4, the first session after the report.
Every firm’s call 17
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 142% ($483.90 on Nov 3), against a median target of $290 from these firms. AMD consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Evercore | Buy | $283 | $328 | +16% | Feb 4 | |
 KeyBanc | Buy | $270 | $300 | +11% | Feb 4 | |
 Bank of America | Buy | $260 | $280 | +8% | Feb 4 | |
 Bernstein | Hold | $225 | $235 | +4% | Feb 4 | |
 Truist | Buy | $277 | $283 | +2% | Feb 4 | |
 StoneX | Buy | $325 | $325 | Kept | Feb 4 | |
 TD Cowen | Buy | $290 | $290 | Kept | Feb 4 | |
 RBC Capital | Hold | $230 | $230 | Kept | Feb 4 | |
 Rosenblatt | Buy | $300 | $300 | Kept | Feb 4 | |
 Stifel | Buy | $280 | $280 | Kept | Feb 4 | |
 Loop Capital | Buy | $310 | $310 | Kept | Feb 4 | |
 Piper Sandler | Buy | $300 | $300 | Kept | Feb 4 | |
 Goldman Sachs | Hold | $210 | $210 | Kept | Feb 4 | |
 Morgan Stanley | — | $260 | $255 | −2% | Feb 4 | |
 Raymond James | Buy | $377 | $365 | −3% | Feb 4 | |
 Mizuho | Buy | $285 | $275 | −4% | Feb 4 | |
 UBS | Buy | $330 | $310 | −6% | Feb 4 |
Earlier AMD reports
Latest earnings reactions
AppleNov 25 raised · 3 cut · 6 kept15 firms reactedMedian target +1%Shares −2%
ON SemiconductorNov 21 raised · 3 cut · 3 kept7 firms reactedMedian target −10%Shares +4%
PalantirNov 27 raised · 0 cut · 7 kept15 firms reactedMedian target +1%Shares −3%
IntelOct 290 raised · 20 cut · 2 kept25 firms reactedMedian target −23%Shares −29%
RivianOct 290 raised · 4 cut · 3 kept7 firms reactedMedian target 0%Shares +6%
Alphabet (Google)Oct 280 raised · 22 cut · 3 kept26 firms reactedMedian target −11%Shares −13%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true