{"id":68946,"date":"2025-10-12T01:18:10","date_gmt":"2025-10-12T01:18:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/68946\/"},"modified":"2025-10-12T01:18:10","modified_gmt":"2025-10-12T01:18:10","slug":"barclays-raises-amd-amd-price-target-to-300-citing-openai-partnership-upside","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/68946\/","title":{"rendered":"Barclays Raises AMD (AMD) Price Target to $300, Citing OpenAI Partnership Upside"},"content":{"rendered":"\n<p class=\"yf-1090901\">Advanced Micro Devices, Inc. (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/GEV\" data-ylk=\"slk:AMD;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">AMD<\/a>) is one of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-in-the-spotlight-for-investors-4-1624784\/?singlepage=1\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI Stocks In The Spotlight For Investors.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">AI Stocks In The Spotlight For Investors.<\/a>\u00a0On October 6, Barclays raised its price target on the stock to $300 from $200 while maintaining an Overweight rating.<\/p>\n<p class=\"yf-1090901\">The rating follows AMD\u2019s partnership with OpenAI, which it believes is \u201cdesigned to be mutually beneficial to OpenAI and AMD, and more pointedly drive the stock higher.\u201d<\/p>\n<p class=\"yf-1090901\">The firm\u2019s analysis reveals how the partnership deal includes a structured warrant agreement issued at one-gigawatt intervals, with the last portion activated once AMD\u2019s stock reaches $600.<\/p>\n<p class=\"yf-1090901\">Barclays\u2019 estimates further reveal how the deal will add an estimated $4.5 billion per quarter, up from the $3 billion the firm was expecting by late 2026 as well as lift earnings per share by an estimated $1.30 per quarter.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-1gfnohs loader\"\/>     <\/p>\n<p class=\"yf-1090901\">The firm believes that an estimated one gigawatt of new capacity will be deployed starting in the second half of 2026. This will likely add around $15 billion in revenue by 2027 if there is sustained growth through 2030.<\/p>\n<p class=\"yf-1090901\">Advanced Micro Devices, Inc. (NASDAQ:AMD) develops and sells semiconductors, processors, and GPUs for data centers, gaming, AI, and embedded applications.<\/p>\n<p class=\"yf-1090901\">While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1090901\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-trending-ai-stocks-on-wall-streets-radar-4-1624641\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Trending AI Stocks on Wall Street\u2019s Radar;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Trending AI Stocks on Wall Street\u2019s Radar<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-shaping-wall-streets-next-big-rally-1623452\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Shaping Wall Street\u2019s Next Big Rally;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Shaping Wall Street\u2019s Next Big Rally<\/a><\/p>\n<p class=\"yf-1090901\">Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks In The Spotlight For Investors.\u00a0On October 6,&hellip;\n","protected":false},"author":2,"featured_media":68947,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[11839,345,343,344,15515,85,756,46,1748,125],"class_list":{"0":"post-68946","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-advanced-micro-devices","9":"tag-ai","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-barclays","13":"tag-il","14":"tag-inc","15":"tag-israel","16":"tag-openai","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/68946","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=68946"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/68946\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/68947"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=68946"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=68946"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=68946"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}