Reviewed by Gotrade Internal Analyst
Gotrade News - Wall Street analysts are pushing AMD price targets higher, led by a $345 call from Wells Fargo that frames the move as more than a one-cycle bump. The shift is pulling AMD back into the AI spotlight as investors debate whether its Helios platform can narrow the gap with Nvidia.
Key Takeaways:
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Wells Fargo reiterated an Overweight rating on AMD and set a $345 price target, implying roughly 49% upside from cited levels.
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Other targets cited in the report include $300 from UBS, $280 from Piper Sandler, $270 from KeyBanc, and $260 from Morgan Stanley.
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Analysts are focusing on data-center growth and the Helios rack-scale platform as AMD leans into a more full-stack AI strategy.
The Street reported Wells Fargo analyst Aaron Rakers reiterated an Overweight rating on AMD and set a $345 price target while shares were cited around $231.83. The same report referenced other bullish updates, including UBS at $300, Piper Sandler at $280, KeyBanc at $270, and Morgan Stanley at $260.
The context is that AMD has often been treated as a runner-up in AI hardware, with Nvidia widely viewed as the category leader. That narrative has been challenged by AMD’s strong performance over the past year and a recent run that outpaced several other AI names.
Why analysts think the story is getting stronger
Rakers argues the upside case is powered by durable CPU leadership alongside a multi-year buildout in data center and AI. The focus is on execution across core businesses while expanding exposure to higher-value AI deployments.
The report cited AMD’s data-center revenue in Q3 at $4.3 billion, up 22% year over year, and said it represented about 47% of total Q3 sales. It also cited AMD guiding Q4 revenue to $9.6 billion, implying about 25% year-over-year growth at the midpoint.
Based on that trajectory, the view is that AMD’s roadmap can support momentum through at least 2026. The market implication is a clearer path toward higher earnings power in the second half of the decade.
Helios and the push into full-stack AI
A key part of the bull narrative is Helios, described as a rack-scale AI platform that bundles EPYC CPUs, Instinct accelerators, networking via Pensando DPUs and NICs, memory and interconnect, and the ROCm software stack. The strategic point is that AMD is trying to sell a more complete AI rack, not just a GPU line.
In the report, AMD CEO Lisa Su described Helios as built for the yotta-scale AI era and said it requires innovation across hardware, software, and systems. If the platform lands with customers, AMD could increase wallet share per deployment and stay relevant even when its accelerators are not the top benchmark leader.
For investors, the practical focus is less about the headline target prices and more about follow-through. The most watched signals are data-center demand, AI accelerator adoption, and whether AMD can keep improving its software ecosystem as deployments scale.
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Reference:
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The Street, 5-star analyst drops jaw-dropping price target on AMD stock. Diakses pada 20 Januari 2026
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