{"id":219474,"date":"2025-12-07T02:27:53","date_gmt":"2025-12-07T02:27:53","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/219474\/"},"modified":"2025-12-07T02:27:53","modified_gmt":"2025-12-07T02:27:53","slug":"td-cowen-reiterates-buy-on-amd-calls-helios-a-major-ai-inflection-point","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/219474\/","title":{"rendered":"TD Cowen Reiterates Buy on AMD, Calls Helios a Major AI Inflection Point"},"content":{"rendered":"\n

Advanced Micro Devices, Inc. (NASDAQ:AMD<\/strong><\/a>) is one of the\u00a0AI Stocks Analysts are Tracking Closely<\/a>. <\/strong>On December 2, TD Cowen reiterated a \u201cBuy\u201d rating on the stock with a $290 price target. Firm analyst believes AMD is an AI winner, with the Helios launch marking a key AI inflection point.<\/p>\n

TD Cowen has picked AMD as one of its Best Ideas of 2026, highlighting how Helios is going to fire up AMD\u2019s AI business. The \u201cHelios\u201d AI rack-scale architecture is an open, integrated platform for scalable, high-performance AI infrastructure.<\/p>\n

Even though there are concerns existing around a volatile AI spending environment, analysts believe that AI compute spending will remain durable with AMD establishing itself as a winner.<\/p>\n

\"\" <\/p>\n

The recent pullback in shares is therefore an attractive entry point with compelling value ahead of the Helios launch.<\/p>\n

\n

\u201cGiven the recent sell-off and what we see as excess scrutiny versus peers, we see an attractive entry point. No doubt it’ll be a noisy year in AI, and as AMD ramps its first rack-scale solution, but at <\/p>\n<\/blockquote>\n

The investor note highlighted how AMD\u2019s hardware roadmap, steady progress in ROCm software ecosystem, and particularly customer wins, have reinforced confidence in the company\u2019s ability to create and capture value in the AI compute market.<\/p>\n

\n

\u201cAgainst a very large TAM, we believe the Helios rack and MI450 will mark a key inflection in AMD’s story beginning in mid-2026. We think investors should own the stock ahead of the ramp, as we model 4Q26 EPS inflecting to a >$10 run-rate, or up ~2\u00d7 YoY and QoQ.”*<\/p>\n<\/blockquote>\n

Advanced Micro Devices, Inc. (NASDAQ:AMD) develops and sells semiconductors, processors, and GPUs for data centers, gaming, AI, and embedded applications.<\/p>\n

While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/b><\/a>.<\/p>\n

READ NEXT: 10 AI Stocks Making Headlines on Wall Street<\/a> and 10 AI Stocks in Focus This Week<\/a>.<\/strong><\/p>\n

Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the\u00a0AI Stocks Analysts are Tracking Closely. On December 2, TD…\n","protected":false},"author":2,"featured_media":219475,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[8091,291,1494,22424,289,290,118587,18,19,1297,118586,17,82],"class_list":{"0":"post-219474","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-advanced-micro-devices","9":"tag-ai","10":"tag-ai-stock","11":"tag-ai-stocks-analysts","12":"tag-artificial-intelligence","13":"tag-artificialintelligence","14":"tag-cowen","15":"tag-eire","16":"tag-ie","17":"tag-inc","18":"tag-inflection-point","19":"tag-ireland","20":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115675929189265332","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/219474","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=219474"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/219474\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/219475"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=219474"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=219474"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=219474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}