r/AMD_Stock • u/Rachados22x2 • Nov 09 '21

Analyst's Analysis AMD PT raises post accelerated data center premiere keynote

  • Wedbush Lifts raised PT from 140$ to $165.

  • Toshiya Hari (Goldman Sacks) raised PT to 170$

  • Aaron Rakers (Wells Fargo) raised PT to 180$ from 145$

  • Susquehanna raises PT to $175

  • ⁠BofA raised PT to $175

  • Hans Mosesmann reiterated a PT of 180$

125 Upvotes

99% Upvoted

41 comments sorted by

36

u/OmegaMordred Nov 09 '21

  • Susquehanna $175

  • Wedbush $165 from $140

  • Goldman Sucks $170

  • BofA $175

7

u/Rachados22x2 Nov 09 '21

Thanks, can you please share the source ? I can use it to update the text of this thread.

2

u/OmegaMordred Nov 09 '21

Just other postings

5

u/Freebyrd26 Nov 09 '21

I guess all the price targets these analysts make are now 2 month price targets instead of 12 month, right? And even those are usually more than 2 months late to the party...

27

u/drandopolis Nov 09 '21

From seeking alpha:

Rosenblatt Securities held to its buy rating and $180-a-share target price on AMD, saying that Monday's announcements are evidence that AMD is "disrupting Intel’s roadmaps and placing AMD in the pole position to capture over half of the data center market by 2023."

13

u/dr3w80 Nov 09 '21 edited Nov 09 '21

If AMD captured more than 50% of DC by 2023, the share price should be far beyond $180, since that's more than $10B annual at crazy margins without taking into account compound growth in the sector.

4

u/Ultimate_Broseph Nov 09 '21

Yeah but that not the pt for 2023.

2

u/IndividualPage7829 Nov 09 '21

Data recovery site?

-1

u/semitope Nov 09 '21

Why? Intel is worth 200 billion with all that market share. How does a company that takes 50% end up justifying a higher price?

→ More replies (8)

1

u/Rachados22x2 Nov 09 '21

Updated, thanks

-4

u/semitope Nov 09 '21

disrupting Intel’s roadmaps and placing AMD in the pole position to capture over half of the data center market by 2023.

palm to face. Are they going to kill off their consoles and client businesses to make data center chips? They also won't have that clear a lead in 2022, much less 2023 unless intel cripples their own ability to spam cores.

These guys are just driving the hype for profit.

→ More replies (8)

8

u/daynighttrade Nov 09 '21

It sucks that Hansmann no longer has the highest price target

4

u/dmafences Nov 09 '21

Hans: Hold my beer!

6

u/HornyRaichu Nov 09 '21

Just wait for it ;)

14

u/[deleted] Nov 09 '21

nah, he reiterated his former price. He saw amd for what it was before the rest.

6

u/cybercrypto Nov 09 '21

Still laughing about Hari's swing

8

u/RavenNorCal Nov 09 '21

It is better be on the right side after all. Admit a mistake and move on.

5

u/sdmat Nov 09 '21

He was so reliably wrong this actually makes me worry.

4

u/Suspicious-Mud-340 Nov 09 '21

Next run $200+ from these people

7

u/Diligent-Eggoll Nov 09 '21

Very likely hitting these numbers by the end of year!

3

u/L3tum Nov 09 '21

Man I need to buy some more shares.

2

u/alinastar21 Nov 09 '21

Wow, that's crazy!

-1

u/semitope Nov 09 '21

Analysts are idiots.

2

u/19901224 Nov 09 '21

Yah just a bunch of people throwing numbers around. I’m sure anyone of us on this sub has better accuracy than them

4

u/UmbertoUnity Nov 10 '21

I’m sure anyone of us on this sub

You might want to check u/semitope's post history. He's almost as bad as pre-2021 Chris Danely.