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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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From: Pravin Kamdar	10/17/2025 8:22:19 AM
	of 72186

AMD price target raised to $300 from $250 at BofA BofA lifted its target on AMD to $300 following the 2025 OCP Conference, citing stronger visibility into MI450 “Helios” rack deployments launching in the second half of 2026. The upgrade reflects accelerating demand across key customers including $ORCL, $META, and OpenAI, reinforcing AMD’s positioning in the AI compute buildout cycle. As a result, we now assume 50% OpenAI deal (6 GW deployment over 4 years) fall-through in our base model, raise sales/EPS ests, and highlight upside toward $10–11 EPS power by CY27E at 100% fall-through. Our new $300 PO is based on unch. 33x CY27E PE, still within 14x–55x historical range. Next major catalyst includes upcoming Analyst Day in NYC on 11/11. Separately, we also highlight very low AMD ownership amongst active fund managers at just ~20% of funds as of August, as well as just 0.16x weighting within SPX at funds, down significantly YoY vs. market-weight+ (1.00x+) for most large cap semis peers.

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