AMD Stock Is Rising. Its AI Chip Business Is Improving, Says Analyst. -- Barrons.com

Dow Jones

Jul 29, 2025

Tae Kim

Advanced Micro Devices stock is rallying as Wall Street is growing more optimistic about its position in the artificial-intelligence semiconductor market.

On Monday, UBS analyst Timothy Arcuri raised his price target for the AMD stock to $210 from $150, and reaffirmed his Buy rating.

"We see an upside bias for FQ2 (June) results driven by both PC and server," he wrote. Arcuri's new price target implies just over 21% upside.

Shares were up 4% at $173.14 in early trading Monday. The stock has gained 43% this year.

In June, the company announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series consisting of the MI350X and MI355X.

Arcuri thinks AMD may be able to sell its AI GPUs like the MI355X for $25,000, which is a higher price than expected. He forecasts the company could reach an annualized $10 billion in data center GPU revenue by the end of the year.

The AI data-center market has been moving toward "full stack" rack-scale solutions led by Nvidia. In March, AMD closed its acquisition of ZT Systems, giving the company expertise to design rack-scale AI servers incorporating chips, networking, and software in a larger end-to-end system offering in the future.

Write to Tae Kim at tae.kim@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

July 28, 2025 12:40 ET (16:40 GMT)

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Its AI Chip Business Is Improving, Says Analyst. -- Barrons.com","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Tae Kim \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> stock is rallying as Wall Street is growing more optimistic about its position in the artificial-intelligence semiconductor market. \n</p>\n<p>\n     On Monday, UBS analyst Timothy Arcuri raised his price target for the AMD stock to $210 from $150, and reaffirmed his Buy rating. \n</p>\n<p>\n     \"We see an upside bias for FQ2 (June) results driven by both PC and server,\" he wrote. Arcuri's new price target implies just over 21% upside. \n</p>\n<p>\n     Shares were up 4% at $173.14 in early trading Monday. The stock has gained 43% this year. \n</p>\n<p>\n     In June, the company announced its latest AI chips to compete with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>: the AMD Instinct MI350 series consisting of the MI350X and MI355X. \n</p>\n<p>\n     Arcuri thinks AMD may be able to sell its AI GPUs like the MI355X for $25,000, which is a higher price than expected. He forecasts the company could reach an annualized $10 billion in data center GPU revenue by the end of the year. \n</p>\n<p>\n     The AI data-center market has been moving toward \"full stack\" rack-scale solutions led by Nvidia. In March, AMD closed its acquisition of ZT Systems, giving the company expertise to design rack-scale AI servers incorporating chips, networking, and software in a larger end-to-end system offering in the future. \n</p>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 28, 2025 12:40 ET (16:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Is Rising. 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Its AI Chip Business Is Improving, Says Analyst. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-29 00:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Tae Kim \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> stock is rallying as Wall Street is growing more optimistic about its position in the artificial-intelligence semiconductor market. \n</p>\n<p>\n     On Monday, UBS analyst Timothy Arcuri raised his price target for the AMD stock to $210 from $150, and reaffirmed his Buy rating. \n</p>\n<p>\n     \"We see an upside bias for FQ2 (June) results driven by both PC and server,\" he wrote. Arcuri's new price target implies just over 21% upside. \n</p>\n<p>\n     Shares were up 4% at $173.14 in early trading Monday. The stock has gained 43% this year. \n</p>\n<p>\n     In June, the company announced its latest AI chips to compete with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>: the AMD Instinct MI350 series consisting of the MI350X and MI355X. \n</p>\n<p>\n     Arcuri thinks AMD may be able to sell its AI GPUs like the MI355X for $25,000, which is a higher price than expected. He forecasts the company could reach an annualized $10 billion in data center GPU revenue by the end of the year. \n</p>\n<p>\n     The AI data-center market has been moving toward \"full stack\" rack-scale solutions led by Nvidia. In March, AMD closed its acquisition of ZT Systems, giving the company expertise to design rack-scale AI servers incorporating chips, networking, and software in a larger end-to-end system offering in the future. \n</p>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 28, 2025 12:40 ET (16:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2211815571.USD","symbol_name":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2555497705","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555497705","pubTimestamp":1753720800,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Advanced Micro Devices stock is rallying as Wall Street is growing more optimistic about its position in the artificial-intelligence semiconductor market.On Monday, UBS analyst Timothy Arcuri raised his price target for the AMD stock to $210 from $150, and reaffirmed his Buy rating.\"We see an upside bias for FQ2  results driven by both PC and server,\" he wrote. Arcuri's new price target implies just over 21% upside.Shares were up 4% at $173.14 in early trading Monday. The stock has gained 43% this year.In June, the company announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series consisting of the MI350X and MI355X.Arcuri thinks AMD may be able to sell its AI GPUs like the MI355X for $25,000, which is a higher price than expected. 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Arcuri's new price target implies just over 21% upside. \n\n\n     Shares were up 4% at $173.14 in early trading Monday. The stock has gained 43% this year. \n\n\n     In June, the company announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series consisting of the MI350X and MI355X. \n\n\n     Arcuri thinks AMD may be able to sell its AI GPUs like the MI355X for $25,000, which is a higher price than expected. He forecasts the company could reach an annualized $10 billion in data center GPU revenue by the end of the year. \n\n\n     The AI data-center market has been moving toward \"full stack\" rack-scale solutions led by Nvidia. In March, AMD closed its acquisition of ZT Systems, giving the company expertise to design rack-scale AI servers incorporating chips, networking, and software in a larger end-to-end system offering in the future. \n\n\n     Write to Tae Kim at tae.kim@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 28, 2025 12:40 ET (16:40 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}