{"id":374523,"date":"2025-11-12T22:34:25","date_gmt":"2025-11-12T22:34:25","guid":{"rendered":"https:\/\/www.europesays.com\/us\/374523\/"},"modified":"2025-11-12T22:34:25","modified_gmt":"2025-11-12T22:34:25","slug":"amd-stock-climbs-on-ai-boom-deutsche-bank-and-morgan-stanley-retain-hold-rating","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/374523\/","title":{"rendered":"AMD Stock Climbs on AI Boom, Deutsche Bank and Morgan Stanley Retain Hold Rating \u00a0"},"content":{"rendered":"

Shares of Advanced Micro Devices (AMD)<\/a> were up more than 7% at the time of writing, as investors cheered the chipmaker\u2019s robust growth targets revealed during the Financial Analyst Day event, which reflected strong artificial intelligence<\/a> (AI) tailwinds. Notably, CEO Lisa Su<\/a> expects AMD\u2019s revenue to grow by 35% annually<\/a> over the next three to five years, driven by \u201cinsatiable\u201d AI<\/a> chip demand. While Wells Fargo, Evercore, and Mizuho raised their price targets<\/a> and reaffirmed their bullish stance on AMD stock in reaction to the impressive updates, analysts at Deutsche Bank and Morgan Stanley maintained their Hold ratings.<\/p>\n

Meet Your ETF AI Analyst<\/p>\n

Deutsche Bank, Morgan Stanley Retain Neutral Stance on AMD Stock<\/strong><\/p>\n

Following AMD\u2019s updates, Deutsche Bank analyst Ross Seymore<\/a> reiterated a Hold rating on the chipmaker\u2019s stock. Seymore called the Analyst Day a \u201cvery constructive and AI\/DC [data center]-driven\u201d meeting, with the semiconductor<\/a> company significantly raising all key financial targets compared to the previous estimates given in 2022. The 5-star analyst highlighted that AMD doubled its forecast for AI silicon total addressable market (TAM) to $1 trillion by 2030<\/a> and raised its revenue CAGR (compound annual growth rate) target to more than 35%. \u00a0<\/p>\n

Seymore added that it was encouraging to see that the company\u2019s profitability targets were \u201cbetter-than-feared,\u201d with gross margin in the 55% to 58% range and operating margin above 35%. Moreover, management reaffirmed the notable ramp in MI355 and acceleration in the second half of 2026, with the OpenAI (PC:OPAIQ<\/a>) and Oracle (ORCL)<\/a> deals. Finally, Seymore noted AMD\u2019s confidence about winning several \u201cmulti-gigawatt\u201d customers and achieving a \u201cmeaningful\u201d double-digit market share.<\/p>\n

Despite these positives, Seymore and some other analysts are sidelined on AMD. They contend that the optimism is already priced into the stock.<\/p>\n

Meanwhile, Morgan Stanley analyst Joseph Moore<\/a> reiterated a Hold rating with a price target of $260. Moore stated, \u201cThe real issue here then is that the stock is going to be binary around AI market share in our view, and a 5 year single point earnings model doesn\u2019t really capture the richness of that debate.\u201d The 5-star analyst further contended that the details provided at the Analyst Day were already known, and nothing discussed changed his view. Moore argued that one needs to hear more about the broader adoption of the MI450 chips by major cloud providers to justify AMD\u2019s current share price, especially after its recent rally.<\/p>\n

Is AMD a Good Stock to Buy?<\/strong><\/p>\n

Currently, Wall Street has a Moderate Buy consensus rating on Advanced Micro Devices stock based on 28 Buys and 10 Holds. The average AMD stock price target<\/a> of $281.27 indicates 10.4% upside potential. AMD stock has rallied 111% year-to-date. <\/p>\n

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See more AMD analyst ratings<\/strong><\/a><\/p>\n

Disclaimer & Disclosure<\/a>Report an Issue<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Shares of Advanced Micro Devices (AMD) were up more than 7% at the time of writing, as investors…\n","protected":false},"author":3,"featured_media":374524,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,738,158,67,132,68],"class_list":{"0":"post-374523","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-technology","11":"tag-united-states","12":"tag-unitedstates","13":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115539115068348018","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/374523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=374523"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/374523\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/374524"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=374523"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=374523"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=374523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}