With the acceleration of the arms race in the field of artificial intelligence, Advanced micro -devices Nasdak: AMD It has been gaining land on the market that has long been dominated by NVIDIA. that it The last deal with Openai It adds a weight that the AMD shares value can still double. But this is not about taking a share of Nafidia Nasdak: nvda– Wedbush’s analysts estimate that the request exceeds the supply by ten to one, allowing both companies to prosper. Amd’s opportunity to meet the enormous, unparalleled needs in the artificial intelligence graphics processor market.
Advanced fine devices today
Advanced micro -devices
As of 04:00 pm East time
- 52 weeks
- $ 76.48
▼
226.71 dollars
- The price ratio to profitability
- 121.56
- The purpose of the price
- 213.00 dollars
Decisive ready -made meals is that Openai wants billions, tens of billions to be more accurate, with the value of MI450 graphics processing units. This is important because the MI450 collection is clearly designed for the burdens of artificial intelligence work, and is characterized by a superior memory capacity suitable for inference, more efficient, and widely available.
The size is important, as the superior expatriates will lead the growth of revenue. Now that AMD products are about to launch and have been adopted by Openai, investors may expect to see other leading companies that follow their example. Companies ranging from Amazon Nasdak: Amzen To the alphabet Nasdak: GoogleMicrosoft Nasdak: msftAnd Arock New York Stock Exchange: Orcal You will line up to buy chips in this scenario, which leads to a similar mutation of what NVIDIA has achieved for advanced fine devices.
Advanced delicate revenue forecasts of the Openai deal
The effect on the growth of revenue will be huge. The value of the deal with Openai alone is estimated at 100% of the profit expectations for the fiscal year 2026, and it is likely that the first of many of the large -scale requests. It will not be limited to the fact that the high expansion companies that provide public services will be customers, but also any company, institution or country that needs an advanced computing power for artificial intelligence. The result is that ADVANCED Micro Devices will start to rise by just the first quarter of availability, and it is likely to exceed 100 % on an annual basis in at least every quarter of the next four and perhaps longer.
Impact on analysts ’morale is also upward for the market. Investors should not only expect analysts to raise their goals related to revenues and profits, but also The superior performance is likely to be in relation to consensus It will lead to market euphoria. The initial response was very optimistic, including the numerous increases in the target price and upgrading at least one during the first 24 hours of the version.
The upgrade from Jefferies, which also raised its target price to $ 300, is the highest in Wall Street. Analysts in the company believe that the Openai deal can provide revenues of up to $ 100 billion over the next four years. Analysts at Piper Sandler agreed to this, describing the agreement as very accumulated and expecting more than $ 100 billion until October 2030. Assuming that AMD maintains its power compared to expectations, as NVIDIA has done, it is likely that the direction of analysts will continue to push this market, which may push it to more than $ 300.
Advanced accurate devices offer a large value of $ 200
Advanced Micro Devices Marketrank ™
- Total Marketrank ™
- Celsius 87
- Analysts evaluation
- Moderate purchase
- The upward trend / negative side
- 0.3% up
- The level of short interest
- correct
- Profit power
- nothing
- Environmental result
- -2.01
- Feelings of news
- 1.06
- Trading from the inside
- Selling stocks
- project. Profit growth
- 36.43%
See full analysis
Advanced Micro Devices is also a factor in stock price expectations. The company’s profits are likely to grow at an accelerated pace, similar to NVIDIA profits, bypassing expectations that already indicate a great value, even when trading at a price of 210 dollars. The expectations that followed the version indicate that the AMD share in the price range to the low -numbers profitability from 20230 and may be cautious, which indicates that it is The share price may increase by 100% to 200% During the next few years.
If NVIDIA is used as a guide, its revenue expectations and profits have flourished for more than two years, and continue to excel in performance and provide strong directions. Its revenues have grown by approximately 1000% over the four years, with the profits increased at an accelerated pace, a number that AMD may easily overcome. The demand for inference is related to the application of artificial intelligence, which is expected to be much larger than the infrastructure industry.
Technical expectations: advanced fine devices at a turning point
The AMD share price increased by more than 30% after Openai, but it reached the highest levels of resistance ever. The rise of shares may stop at this level, but it is also It is likely to continue above Before the end of the year due to the improvement of expectations and is still improving, as well as its impact on analysts ’morale. The critical resistance point is the current top of $ 227.30. Move over that will indicate a major shift in market dynamics. The AMD stock market can advance up to $ 130 within months in this scenario, and reaches approximately $ 360 at some point early until mid -2026.
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