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Investing.com - Stifel has reiterated its Buy rating and $280.00 price target on AMD (NASDAQ:AMD) following the company’s 2025 Analyst Day event. This target sits below the Street-high of $380 but well above the current price of $237.52, with analyst consensus remaining bullish at 1.57 (Strong Buy).
The research firm noted that AMD management outlined its long-term strategy, which remains focused on three key areas: technology leadership with emphasis on data center, software development, and intellectual property with targeted compute solutions for specific workloads.
AMD has significantly updated its total addressable market (TAM) projections, now estimating a $1 trillion silicon market by 2030, compared to a $200 billion TAM in 2025, according to Stifel’s research note. The company’s confidence comes as its revenue reached $32.03 billion in the last twelve months, growing at an impressive 31.83%.
The chipmaker provided ambitious growth targets, including more than 60% compound annual growth rate (CAGR) for its data center business, over 10% CAGR for its core business, and more than 35% aggregate CAGR over the next 3-5 years.
AMD also outlined financial targets including 55%-58% gross margin (versus current 51.46%), over 35% operating margin (compared to an estimated 22% for 2025), a free cash flow margin of approximately 25%, and a long-term earnings per share target exceeding $20, while Stifel’s analysis suggests medium-term EPS potential of $13-$15.InvestingPro data indicates AMD is currently trading above its Fair Value, with a P/E ratio of 127.75. Investors seeking deeper insights can access AMD’s comprehensive Pro Research Report, one of 1,400+ available on InvestingPro.
In other recent news, Advanced Micro Devices (AMD) has been the focus of several analysts’ evaluations, reflecting a range of perspectives on its financial outlook. UBS has maintained its Buy rating with a price target of $300, highlighting AMD’s strong earnings per share (EPS) outlook, which meets the anticipated "$20+ EPS bogey." Additionally, Piper Sandler reiterated an Overweight rating and set a $280 price target, expressing optimism about AMD’s new business model that aims for a $1 trillion silicon total addressable market by 2030. Cantor Fitzgerald also maintained its Overweight rating with a $350 price target, emphasizing AMD’s projected revenue growth and margin improvements for the years 2028-2030. Meanwhile, Morgan Stanley has kept its Equalweight rating with a $260 price target, noting uncertainty around AMD’s market share in artificial intelligence. Furthermore, AMD gained market share in the microprocessor market during the third quarter of 2025, as reported by Mercury Research. This growth contributed to a 3.9% increase in total microprocessor unit shipments, surpassing typical seasonal growth rates. These developments highlight the diverse analyst views and AMD’s ongoing market dynamics.
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