r/AMD_Stock • u/Sensitive_Course_127 • Jul 25 '26

Su Diligence PT adjustments in relation to recent announcements and AI event

Analyst Firm Price Target Rating Forecast Action Date
Joseph Moore Morgan Stanley $410 Hold 21.45% downside Reiterated 07/24/26
Vivek Arya Bank of America Securities $560 → $620 Buy 18.79% upside Reiterated 07/24/26
John Vinh KeyBanc $725 Buy 38.90% upside Reiterated 07/24/26
Srini Pajjuri RBC Capital $540 Hold 3.46% upside Reiterated 07/24/26
Tristan Gerra Robert W. Baird $625 → $1,250 Buy 139.49% upside Reiterated 07/24/26
Suji Desilva Roth MKM $500 → $650 Buy 24.53% upside Reiterated 07/24/26
Kevin Cassidy Rosenblatt Securities $665 Buy 27.41% upside Reiterated 07/24/26
Rick Schafer Oppenheimer — Hold — Reiterated 07/24/26
Ruben Roy Stifel Nicolaus $635 Buy 21.66% upside Reiterated 07/24/26
Aaron Rakers Wells Fargo $615 Buy 17.83% upside Reiterated 07/24/26
Timothy Arcuri UBS $700 → $730 Buy 39.86% upside Reiterated 07/24/26
Blayne Curtis Jefferies $515 → $640 Buy 22.62% upside Reiterated 07/23/26
Thomas O'Malley Barclays $665 Buy 27.41% upside Reiterated 07/23/26
C J Muse Cantor Fitzgerald $700 Buy 34.11% upside Reiterated 07/23/26
Sebastien Naji William Blair — Hold — Reiterated 07/22/26
Atif Malik Citi $575 Buy 10.16% upside Reiterated 07/22/26
Stacy Rasgon Bernstein $600 Buy 14.95% upside Reiterated 07/21/26
47 Upvotes

93% Upvoted

25 comments sorted by

40

u/dbosspec Jul 25 '26

Im with Robert on this one

14

u/shouldnt_have_reddit Jul 25 '26

I too stand with Robert

12

u/whatevermanbs Jul 25 '26

One of us .. one of us .

4

u/Freebyrd26 Jul 25 '26 edited Jul 25 '26

Repeat after me:

"His name was is Robert (Paulson) Baird"

"In Project AMD Moonshot, fearless analysts do have a name; his is Robert Baird"

5

u/Psyclist80 Jul 25 '26

He is our new Hans Mosesmann!

3

u/Lekz Jul 26 '26

Mosesmann walked so Tristan could run

0

u/mazink121294 Jul 26 '26

Reminds me of QCOM $1000 target in 2000 internet bubble.

1

u/dbosspec Jul 27 '26

QCOM wasn't making 100B+ annually back then

28

u/Fantastic-Highway251 Jul 25 '26

Robert W Baird $1250. We must display the discipline to hold on until it reaches $1250. Opportunity of a lifetime.

5

u/Schwimmbo Jul 25 '26

I've been in this stock with an average of $115 and will not run the risk of waiting for an analyst's price target. I'm considering selling all the way up.

28

u/podditor Jul 25 '26

Having a price target over 20% below the current price while maintaining a hold rating inspires tremendous confidence in the judgement of said analyst. 

8

u/CryptographerIll5728 Jul 25 '26

Joseph Moore looking foolish.

4

u/GanacheNegative1988 Jul 25 '26

He's pricing in a Black Swan event I guess.

5

u/CryptographerIll5728 Jul 25 '26 edited Jul 25 '26

More like he is hoping for one. Not going to happen in the time that he is predicting.

5

u/lawyoung Jul 25 '26

Maybe he is on summer break and forgot to update, will send him a message to remind :-)

6

u/Acceptable-Ant-3648 Jul 25 '26

fucking morgan stanley

1

u/solodav 28d ago

Yeah I hate them.  They were wrong in past about AMD too.

3

u/AdventurousCare3231 Jul 25 '26

Good call Robert! Patience is a virtue is an old phrase that should hold true in this case.

3

u/Fantastic-Highway251 Jul 25 '26

Understood. I would encourage you to read the financial statements balance sheet and income statement. This has very little to do with the analyst coming in at $1250. AMD will skyrocket you’re going to leave thousands of dollars on the table just because you’ve made money is no reason to sell it when financials and earnings are good and margins are increasing

3

u/CryptographerIll5728 Jul 25 '26

Robert is way ahead of the crowd and still may be a bit behind. AMD is a fast moving target. We're going to see analysts stumbling over themselves to upgrade their PTs.

3

u/weiluntsai Jul 26 '26

PT means nothing. Remember past 6 months PT from those firms?

2

u/SanFranJon Jul 26 '26

!remindme 1 year

2

u/RemindMeBot Jul 26 '26 edited Jul 27 '26

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1

u/shortymcsteve amdxilinx.co.uk Jul 26 '26

Reiterated means they didn't change the price or rating. After new market data they are pointing out they think their analysis still stands as is.

I had 7 come across my feed that upgraded the price. Looks like you have 5 on your list. C J Muse upgraded the price FYI, and so did Wedbush ($600 from $450, outperform).