Analysts see AI GPU opportunities and server CPU demand as key catalysts, with multiple targets reflecting a positive longer-term view despite near-term valuation concerns.

Analysts expect GPU servers to overtake the OpenAI-backed EPYC server business by late 2026, supported by OpenAI’s Q4 2026 deal and rising inference workloads.

Resumption of MI308 shipments (China-specific AI chip) could add material upside, though visibility is limited and the Q4 revenue guide excludes MI308.

UBS notes AMD is entering a new growth phase driven by AI accelerators and high-performance GPUs, with improving fundamentals and growing traction among cloud providers and enterprises.

Analyst highlights progress on MI400/450 production and the Helios rack for 2026, with visibility from OpenAI and Oracle Cloud Infrastructure deals; detailed assessment set for the 2025 Financial Analyst Day on November 11.

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OpenAI and OCI announcements provide longer-term data center AI growth visibility, with upside potential as AI infrastructure engagements increase.

Benchmark raised AMD’s price target to $325 while keeping a Buy rating, citing AMD’s expanding AI data center footprint and a roughly 30% upside from the current price near $249.

AMD beat Q3 2025 revenue estimates by about 5.6% and earnings by around 2%, reinforcing bullish sentiment among analysts.

UBS identifies catalysts like GPU shipment updates, cloud partnerships, and expanding AI accelerator production capacity, plus events and new customer announcements that could bolster AMD’s AI roadmap.

UBS models potential EPS in the $15–$20 range later this decade if the data center business scales at the current pace.