{"id":41563,"date":"2026-03-30T12:49:06","date_gmt":"2026-03-30T12:49:06","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/41563\/"},"modified":"2026-03-30T12:49:06","modified_gmt":"2026-03-30T12:49:06","slug":"amd-stock-gains-momentum-as-ubs-eyes-54-upside-on-ai-megadeals-advanced-micro-devices-nasdaqamd","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/41563\/","title":{"rendered":"AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals – Advanced Micro Devices (NASDAQ:AMD)"},"content":{"rendered":"

Advanced Micro Devices Inc. (NASDAQ:<\/a>AMD<\/a>) is showing significant relative strength, jumping into the top tier of Benzinga Edge\u2019s momentum score, rising from 89.98 to 91.48 week-on-week.<\/p>\n

What Does Momentum Ranking Entail?<\/p>\n

This technical momentum\u2014which measures the stock\u2019s relative strength based on price movement patterns and volatility over multiple timeframes\u2014aligns with a highly bullish outlook from UBS.<\/p>\n

The firm maintained a $310 price target on the stock, representing an approximate 54% upside from Friday\u2019s close of $201.99.<\/p>\n

Benzinga Edge\u2019s Stock Rankings data shows the stock is in an upward price trend across short, medium, and long-term timeframes\u2014spanning from the last couple of months to the past year.<\/p>\n

Beyond AI accelerators, UBS highlights that AMD<\/a> remains very bullish on its CPU business<\/a>, seeing upside to a long-term financial model of 18% market compound annual growth rate (CAGR) from both units and average selling prices.<\/p>\n

Furthermore, the company boasts a growth ranking in the 97.53th percentile, measuring its combined historical expansion in earnings and revenue.<\/p>\n

Gigawatt-Scale AI Deals and Revenue Upside<\/p>\n

UBS views AMD\u2019s warrant and equity structures for these large language model builders as unique and accretive, serving as a vehicle to dramatically accelerate share gains in the broader AI accelerator market.<\/p>\n

A Second-Half 2026 Story<\/p>\n

Despite the immediate price momentum, UBS analysts maintain that AMD is primarily a \u201c2H:26 story.\u201d Significant catalysts are expected when MI450 shipments related to the OpenAI deal commence, followed shortly thereafter by Meta shipments.<\/p>\n

AMD Underperforms In 2026<\/p>\n

AMD has declined<\/a> 5.68% year-to-date, while the Nasdaq 100 index fell 8.23% during the same period. It was higher by 26.67% in the last six months and 89.40% over the year.<\/p>\n

The stock closed Friday 0.87% lower at $201.99 apiece, and it was higher by 1.52% in premarket on Monday.<\/p>\n

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.<\/p>\n

Image via Shutterstock<\/p>\n

Market News and Data brought to you by Benzinga APIs<\/a><\/p>\n

\u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.<\/p>\n

To add Benzinga News as your preferred source on Google, click here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Advanced Micro Devices Inc. (NASDAQ:AMD) is showing significant relative strength, jumping into the top tier of Benzinga Edge\u2019s…\n","protected":false},"author":2,"featured_media":41564,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[129],"tags":[7042,918,1014,1327,24114,1016,9354,1332,343,24115,920,341,340,24116,24117,922,24118,24119,223],"class_list":{"0":"post-41563","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ubs","8":"tag-category-analyst-color","9":"tag-category-analyst-ratings","10":"tag-category-earnings","11":"tag-category-equities","12":"tag-category-futures","13":"tag-category-general","14":"tag-category-market-summary","15":"tag-category-markets","16":"tag-category-news","17":"tag-category-technicals","18":"tag-category-trading-ideas","19":"tag-cms-wordpress","20":"tag-pageisbzpro-bz","21":"tag-symbol-amd","22":"tag-symbol-meta","23":"tag-symbol-msft","24":"tag-tag-benzinga-ratings","25":"tag-tag-ubs","26":"tag-ubs"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116318212304583496","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/41563","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=41563"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/41563\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/41564"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=41563"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=41563"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=41563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}