TLDR Rosenblatt Securities sets $250 price target, expects beat-and-raise Q3 earnings report BIOS leak reveals Strix Point APU development, potential Q4 2025 launch AI products now account for 21% of total revenue, up from prior quarters Stock rallies 90% year-to-date, gaining 50% over trailing 12 months Wall Street consensus shows 29 Buy ratings, 10 Hold [...] The post AMD Stock: Analyst Optimism and Product Leaks Boost Shares Ahead of Earnings appeared first on CoinCentral.TLDR Rosenblatt Securities sets $250 price target, expects beat-and-raise Q3 earnings report BIOS leak reveals Strix Point APU development, potential Q4 2025 launch AI products now account for 21% of total revenue, up from prior quarters Stock rallies 90% year-to-date, gaining 50% over trailing 12 months Wall Street consensus shows 29 Buy ratings, 10 Hold [...] The post AMD Stock: Analyst Optimism and Product Leaks Boost Shares Ahead of Earnings appeared first on CoinCentral.

AMD Stock: Analyst Optimism and Product Leaks Boost Shares Ahead of Earnings

2025/10/24 17:17

TLDR

  • Rosenblatt Securities sets $250 price target, expects beat-and-raise Q3 earnings report
  • BIOS leak reveals Strix Point APU development, potential Q4 2025 launch
  • AI products now account for 21% of total revenue, up from prior quarters
  • Stock rallies 90% year-to-date, gaining 50% over trailing 12 months
  • Wall Street consensus shows 29 Buy ratings, 10 Hold ratings, $249.92 average target

Advanced Micro Devices enters third-quarter earnings season with strong analyst backing and fresh product leaks generating investor enthusiasm. The chipmaker’s shares rose Thursday after BIOS code revealed upcoming processor development.


AMD Stock Card
Advanced Micro Devices, Inc., AMD

Rosenblatt Securities analyst Kevin Cassidy maintained his Buy rating on AMD stock. He set a $250 price target and expects the company to beat estimates when reporting Q3 results. Cassidy cited steady server and PC chip demand as primary catalysts.

AI product adoption continues accelerating across the industry. AMD’s AI-related revenue has reached 21% of total sales. This percentage reflects growing data center investments in AI computing infrastructure.

The analyst expects investor focus to center on two key products during the earnings call. AMD’s Instinct GPUs and Helios rack-scale platform target the AI data center market. Both products compete in the rapidly expanding AI infrastructure space.

New Processor Leaks Surface in BIOS Update

Code discovered in a BIOS update Thursday pointed to new AMD processors in development. The leak contained references to Strix Point, the company’s codename for upcoming APUs. These chips combine CPU and GPU capabilities in one package.

APUs serve laptop markets where power efficiency matters most. Desktop versions also appeal to budget-focused consumers. AMD hasn’t officially announced Strix Point, but industry speculation suggests a Q4 2025 release window.

Platform specifications remain uncertain based on current leaks. Some sources indicate Zen 5 architecture on the AM5 platform. Other leaks suggest Zen 4 refresh technology, also using AM5. Additional rumors mention possible Ryzen 7 9850X3D and Ryzen 9 9950X3D2 CPUs.

Stock Performance and Analyst Ratings

AMD shares gained 0.44% Thursday, extending a 90% year-to-date rally. The stock has climbed 50% over the past 12 months. AI-driven demand for server components has fueled much of this growth.

Despite a 3% dip earlier in the week, the stock maintains strong momentum. Wall Street maintains a Moderate Buy consensus based on 29 Buy and 10 Hold ratings. The average price target of $249.92 suggests 9% upside potential.

Cassidy anticipates an upbeat management tone during the Q3 earnings call. He believes momentum could accelerate following AMD’s November 11 Analyst Day. The event will provide details about the company’s 2026 product roadmap and strategy.

Server chip demand remains robust as enterprises expand infrastructure. PC chip sales show steady performance across consumer segments. The combination supports analyst expectations for positive earnings surprises.

AMD’s positioning in AI computing continues attracting investor attention. Data center customers are increasing purchases of AI-capable hardware. This trend benefits chipmakers with competitive AI product portfolios.

Shares dipped 3% earlier this week but recovered Thursday on the product leak news. The stock trades near recent highs despite the brief pullback. Consumer and enterprise product lines both contribute to revenue growth.

The post AMD Stock: Analyst Optimism and Product Leaks Boost Shares Ahead of Earnings appeared first on CoinCentral.

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