Latest news with #VivekArya
Business Insider
4 hours ago
- Business
- Business Insider
AMD Stock Price Target Raised by Top Analyst Ahead of Q2 Earnings
Bank of America Securities analyst Vivek Arya raised the price target on Advanced Micro Devices (AMD) stock from $175 to $200, while maintaining his 'Buy' rating. The revised price target reflects a 12.7% upside potential from current levels. Arya views AMD as well-positioned to capitalize on the artificial intelligence (AI)-driven demand and data center growth, which will deliver strong revenue and profit gains over the next few years. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. AMD is scheduled to report its second-quarter fiscal 2025 results after the market closes on August 5. Wall Street expects AMD to report adjusted earnings per share of $0.48 on sales of $7.41 billion. Arya is a five-star analyst on TipRanks, ranking #102 out of the 9,927 analysts tracked. He boasts a 64% success rate and an average return per rating of 19.20%. Why Is BofA Optimistic About AMD? Arya remains highly optimistic about AMD's competitive edge in the CPU (central processing unit) market. The analyst forecasts the company's overall CPU market share to jump more than 30% by 2026, significantly higher than the below 20% share recorded in 2023. Moreover, Arya highlighted the positive momentum in AMD's GPU (graphics processing unit) market share following easing trade negotiations with China. Arya expects AMD to capture 4% to 5% of the overall AI GPU market. AMD is expected to resume shipments of its AI GPUs to China in the second half of 2025. The analyst expects that the resumed sales will add roughly $700 million to $1 billion in revenue in 2025 and $1.5 billion to $2 billion in 2026. Arya is also encouraged by the strong pricing of AMD's current-generation MI355X GPUs at over $20,000 versus consensus estimates of $17,000. Additionally, Arya pointed to AMD's premium pricing position against rival Intel (INTC). He noted that AMD commands roughly 17% more pricing in the Personal Computer (PC) market and 64% higher in the server chips market compared to Intel. Finally, Arya expects AMD to report above-consensus Q2 sales of $7.5 billion. For Q3, Arya's forecasted sales of $8.5 billion exceed the consensus estimate of $8.3 billion. Similarly, for the full year 2025, BofA projects sales above $33 billion and adjusted earnings above $4.10 per share, both ahead of analyst consensus. Is AMD a Good Buy Now? Not all analysts share the same enthusiasm about AMD's long-term outlook as Arya. AMD stock touched a new 52-week high of $182.31 yesterday, on news of the resumption of AI GPU sales to China and BofA's bullish outlook. Year-to-date, AMD stock has already gained 46.9%. On TipRanks, AMD stock has a Moderate Buy consensus rating based on 26 Buys and 10 Hold ratings. The average AMD price target of $149.45 implies 15.8% downside potential from current levels.
Yahoo
16 hours ago
- Business
- Yahoo
AMD Could Add Billions in AI Revenue -- BofA Just Raised the Target
July 30 - Bank of America Securities raised its price target on Advanced Micro Devices (NASDAQ:AMD) to $200 from $175, citing strong momentum in artificial intelligence and CPU markets ahead of the company's fiscal Q2 earnings report. The new target implies a nearly 13% upside from recent levels. Warning! GuruFocus has detected 5 Warning Signs with AMD. BofA analyst Vivek Arya, who maintained a Buy rating, expects AMD to gain significant market share in CPUs and AI GPUs through 2026. The firm's current share of the CPU market remains under 20%, but Arya anticipates this figure will exceed 30% by 2026. Arya also highlighted growing GPU opportunities, especially following improved trade dynamics with China. AMD is projected to resume AI GPU shipments to the region in the second half of 2025, potentially generating $700 million to $1 billion in added revenue next year. Strong pricing for AMD's MI355X GPUs, currently exceeding $20,000 per unit, also supports the bullish outlook. Arya expects Q2 revenue to slightly exceed consensus at $7.5 billion. Full-year 2025 projections from BofA also came in above Street estimates, with $33 billion in revenue and over $4.10 per share in adjusted earnings. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16 hours ago
- Business
- Yahoo
AMD Could Add Billions in AI Revenue -- BofA Just Raised the Target
July 30 - Bank of America Securities raised its price target on Advanced Micro Devices (NASDAQ:AMD) to $200 from $175, citing strong momentum in artificial intelligence and CPU markets ahead of the company's fiscal Q2 earnings report. The new target implies a nearly 13% upside from recent levels. Warning! GuruFocus has detected 5 Warning Signs with AMD. BofA analyst Vivek Arya, who maintained a Buy rating, expects AMD to gain significant market share in CPUs and AI GPUs through 2026. The firm's current share of the CPU market remains under 20%, but Arya anticipates this figure will exceed 30% by 2026. Arya also highlighted growing GPU opportunities, especially following improved trade dynamics with China. AMD is projected to resume AI GPU shipments to the region in the second half of 2025, potentially generating $700 million to $1 billion in added revenue next year. Strong pricing for AMD's MI355X GPUs, currently exceeding $20,000 per unit, also supports the bullish outlook. Arya expects Q2 revenue to slightly exceed consensus at $7.5 billion. Full-year 2025 projections from BofA also came in above Street estimates, with $33 billion in revenue and over $4.10 per share in adjusted earnings. This article first appeared on GuruFocus. Sign in to access your portfolio
Business Insider
21-07-2025
- Business
- Business Insider
Analog Devices price target raised to $275 from $260 at BofA
BofA analyst Vivek Arya raised the firm's price target on Analog Devices (ADI) to $275 from $260 and keeps a Buy rating on the shares as part of a Q2 preview for the analog semiconductor group. The firm says industrial and auto data points are mixed but improving in the near-term. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Time of India
19-07-2025
- Business
- Time of India
Bank of America just gave AMD a massive upgrade — here's why the stock could soar 35%
Why did Bank of America hike AMD's stock price target to $175? Live Events Taking market share from Intel in server CPUs from Intel in server CPUs Recovering embedded chip sales Launching its next-gen MI400 GPU systems in 2026 How does this compare to other analyst predictions? TipRanks shows a 'Moderate Buy' consensus with average targets near $150 shows a 'Moderate Buy' consensus with average targets near $150 MarketWatch reports several firms now eyeing AMD's potential in AI acceleration as a major long-term growth driver reports several firms now eyeing AMD's potential in AI acceleration as a major long-term growth driver Some bulls see $215 as a realistic stretch goal, which would represent a 35%+ jump from here What's the current stock trend for AMD? Broke out of a key resistance zone in early July in early July 50-day moving average crossed above the 200-day (a bullish 'golden cross') (a bullish 'golden cross') Momentum remains strong , though RSI suggests the stock is approaching overbought territory , though RSI suggests the stock is approaching overbought territory Support levels : $148 and $123 : $148 and $123 Next major resistance: $187 and potentially $215 How are AMD's data center and AI chip sales performing? What role does China's AI market play in AMD's growth? Who's already adopting AMD's AI hardware? Can AMD maintain its momentum in the face of global headwinds? FAQs: (You can now subscribe to our (You can now subscribe to our Economic Times WhatsApp channel Advanced Micro Devices (AMD) is back in the spotlight—and this time, it's not just about its cutting-edge chips. Bank of America's boldest price target yet for AMD stock signals growing confidence in the company's future, especially after major policy changes unlocked massive revenue potential in AI ambitions are clearly paying off. With strong momentum in data centers and the green light to re-enter the Chinese market, analysts are now calling AMD a serious contender against Nvidia. Here's a full breakdown of what's driving this bold Wall Street July 16, Bank of America analyst Vivek Arya raised his AMD stock price target from $130 to $175, a 35% jump. This is the most aggressive call made on AMD this year by a major Wall Street call wasn't just based on AMD's strong fundamentals. It came after a crucial policy shift by the U.S. government, which now allows AMD and rival Nvidia to resume shipments of advanced AI accelerators to Chinese data centers. This unlocks a revenue stream that had been frozen under previous export of America estimates this could add $500 million to $1 billion in revenue for AMD over the next two quarters alone—making the raised target more than just optimism. It's a calculated bet on a major growth analysts expect AMD to generate $400–600 million per quarter in revenue from its data-center GPUs during the second half of 2025. That could add an extra $1 billion to this year's total sales and up to $2 billion in 2026. And unlike some other chipmakers, AMD's MI300X GPUs are fetching premium prices — in the $20,000 to $25,000 range — giving a nice lift to profit GPUs, AMD is gaining ground in other key areas too:Altogether, Bank of America thinks AMD is 'firing on all cylinders' — and that's why they're betting big on its $175 target isn't even the most aggressive on Wall Street. HSBC recently upgraded AMD to a 'Buy' with a $200 price target — implying roughly 30%–35% upside from current levels. That call was based on AMD's ability to price its chips above expectations and the early traction of its new MI350 analysts remain optimistic too:AMD has had a strong run in 2025. The stock is up about, trading near— one of its highest levels since late a quick technical snapshot:The technicals are confirming what the fundamentals are saying: AMD is in an uptrend, and buyers are firmly in started the year behind Nvidia in the AI chip race, but it's now catching up—fast. In Q1 2025, AMD's data center revenue surged 57% year-over-year to $3.7 billion, now making up almost half of its total real stars of the show? AMD's EPYC CPUs and Instinct MI300 series GPUs, which are now widely used in large-scale AI applications. The MI300 chips have earned positive reviews not just for performance, but for delivering better value per dollar compared to Nvidia's alternatives, according to some push further, AMD recently unveiled its MI350 Series and a new rack-level AI platform called Helios. AMD says MI350 offers 40% more AI performance per dollar than the previous model—a big step in a market where cost-efficiency is one of the largest buyers of AI chips in the world. According to reports, Chinese cloud companies spend nearly 20% of all global AI training budgets. Losing access to that market in recent years was a significant setback for that the U.S. has eased restrictions, AMD can start selling again to top Chinese customers—potentially opening up multi-quarter sales growth in Asia. With the MI300 series and upcoming MI400 GPUs, AMD is now well-positioned to serve that high-demand market, competing not just with Nvidia but also Chinese tech giants like access to China could become one of the biggest revenue growth drivers in AMD's upcoming big names are already integrating AMD's chips into their (formerly Facebook) has started using AMD's MI300 GPUs to power its internal AI models. It's also planning to test the newer MI350 series AI cloud startup TensorWave has built the largest AMD GPU deployment in North America—an 8,192-chip system delivering 21 exaFLOPS of key advantage? AMD's commitment to open-source tools like ROCm, which appeals to cloud providers and developers looking for flexible AI development environments. This strategy helps AMD win over a part of the market that may feel locked into proprietary ecosystems from the strong growth signals, AMD isn't in the clear just yet. The company still faces challenges in global supply chains, geopolitical uncertainties, and fierce competition from Nvidia, Intel, and Chinese semiconductor if AMD successfully executes its next-gen product rollout and capitalizes on its reopened sales pipeline in China, it could be heading toward a long-term growth of America's $45-per-share price hike is a strong vote of confidence, suggesting AMD's value may still be underestimated by the market. Whether that call pays off depends on how well AMD can scale its AI hardware business in the quarters transformation from a perceived underdog to a rising force in AI infrastructure is happening faster than many expected. With strong product traction, reentry into the Chinese market, and Wall Street backing, AMD's story in 2025 is shaping up to be one of the most important in the tech are now watching closely to see if AMD can deliver on these high expectations—and whether its chips can help lead the next wave of global AI innovation.A: Because of strong AI chip growth and the return of China exports.A: By launching MI300 and MI350 chips and gaining big tech support.
