{"id":68260,"date":"2025-08-08T19:08:10","date_gmt":"2025-08-08T19:08:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/68260\/"},"modified":"2025-08-08T19:08:10","modified_gmt":"2025-08-08T19:08:10","slug":"amds-ai-growth-story-gains-steam-barclays-sees-room-for-more-upside","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/68260\/","title":{"rendered":"AMD\u2019s AI Growth Story Gains Steam\u2014Barclays Sees Room for More 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\/top-15-ai-stocks-taking-wall-street-by-storm-1585042\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:\u00a0Top AI Stocks Taking Wall Street by Storm.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">\u00a0Top AI Stocks Taking Wall Street by Storm. <\/a>On August 6, Barclays analyst Tom O\u2019Malley raised the price target on the stock to $200.00 (from $130.00) while maintaining an \u201cOverweight\u201d rating.<\/p>\n<p class=\"yf-1090901\">O\u2019Malley\u2019s continued optimism toward AMD is driven by strong artificial intelligence trends in AMD\u2019s data center business and continued market share expansion in its client segment.<\/p>\n<p class=\"yf-1090901\">AMD\u2019s MI-series chips are moving toward approximately $2.3 billion in run rate as it nears the end of the current year. This, the firm believes, is creating a clear path to more than $10 billion in revenue in calendar year 2026. This excludes future contributions in China.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"AMD\u2019s AI Growth Story Gains Steam\u2014Barclays Sees Room for More Upside\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-1gfnohs loader\"\/> AMD\u2019s AI Growth Story Gains Steam\u2014Barclays Sees Room for More Upside      <\/p>\n<p class=\"yf-1090901\">A financial analyst poring over market data, projecting the company&#8217;s futur investments.<\/p>\n<p class=\"yf-1090901\">Overall, the firm is bullish on AMD as it is positioned for multiple avenues of growth heading into 2026.<\/p>\n<p class=\"yf-1ba2ufg\">\u201cClient is also showing leverage with ASPs up 42% Y\/Y in June and expectations for continued share gains. The company acknowledged Client pull-ins in their prior guide for a flat 2H but is revising expectations for growth in Q3 and a flat Q4 off a higher base. There are multiple ways to win with this name into \u201926 as Client and DC both hit their stride.\u201d<\/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>. READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-gaining-attention-on-wall-street-2-1584144\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Gaining Attention on Wall Street;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Gaining Attention on Wall Street<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/top-15-ai-stocks-taking-wall-street-by-storm-1585042\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Top 15 AI Stocks Taking Wall Street by Storm;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Top 15 AI Stocks Taking Wall Street by Storm<\/a>. Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the\u00a0Top AI Stocks Taking Wall Street by Storm. On August&hellip;\n","protected":false},"author":2,"featured_media":68261,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[723,182,181,507,18106,851,45628,74,49692,49691,918],"class_list":{"0":"post-68260","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-inc","14":"tag-market-share","15":"tag-technology","16":"tag-tom-omalley","17":"tag-top-ai-stocks","18":"tag-wall-street"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/68260","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=68260"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/68260\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/68261"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=68260"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=68260"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=68260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}