{"id":401911,"date":"2025-09-06T06:05:27","date_gmt":"2025-09-06T06:05:27","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/401911\/"},"modified":"2025-09-06T06:05:27","modified_gmt":"2025-09-06T06:05:27","slug":"amd-stock-slips-as-analysts-warns-of-slowing-ai-orders","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/401911\/","title":{"rendered":"AMD Stock Slips as Analysts Warns of Slowing AI Orders"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>.<\/p>\n

Sep 4 <\/strong>– Advanced Micro Devices (NASDAQ:AMD<\/a>) slipped about 6%<\/a> on Friday after a round of analyst updates created mixed sentiment around the chipmaker. Seaport Global’s Jay Goldberg shifted AMD to a “Hold” rating from “Buy”, pointing to supply chain checks that signaled slowing demand for the company’s AI accelerator business.<\/p>\n

At the same time, Citi’s <\/a>Christopher Danely reiterated a Hold with a $180 target, while Bank of America’s Vivek Arya maintained a Buy rating and a $200 target, implying nearly 25% upside.<\/p>\n

The analyst coverage arrives as U.S.-China trade tensions continue to weigh on the semiconductor sector. A new policy requires AMD and rival Nvidia (NASDAQ:NVDA<\/a>) to direct 15% of China revenue to the U.S. government. Intel (NASDAQ:INTC<\/a>) also faces the same mandate as it navigates its restructuring efforts.<\/p>\n

Despite Thursday’s decline, AMD shares remain up more than 32% year-to-date, supported by optimism over its MI355 AI chip and EPYC server processors. Wall Street’s consensus still calls AMD a Moderate Buy, with an average target of $184.91, suggesting 15% potential upside.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Sep 4 – Advanced Micro Devices (NASDAQ:AMD) slipped about 6% on Friday…\n","protected":false},"author":2,"featured_media":401912,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3163],"tags":[11139,323,1942,12948,138646,138647,53,16,15],"class_list":{"0":"post-401911","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-artificial-intelligence","11":"tag-gurufocus","12":"tag-jay-goldberg","13":"tag-seaport-global","14":"tag-technology","15":"tag-uk","16":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115155849852043291","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/401911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=401911"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/401911\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/401912"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=401911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=401911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=401911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}