AMD reanalysis after the OpenAI 6-gigawatt deal and $1 trillion milestone: at $613 the base target is cleared and consensus implies only single-digit upside. Rating, revised targets, and exit plan for holders.
AMD stock hits all-time high at $467 after Q1 data center revenue surges 57% to $5.8B. Base target reached — executing 50% profit-taking while maintaining position for $520 revised target.
AMD Q1 2026 earnings analysis: Data center revenue surges 57% to $5.8B, MI300 momentum accelerates. Updated price targets – Base $380, Bull $520. Strong Buy rating with 72% upside potential.
AMD Q1 2026 실적 검증과 목표가 확정 재분석. 매출 10.3B(+38%), 데이터센터 5.8B(+57%). Base 목표가 500달러, Bull 600달러 시나리오별 Exit Plan.
AMD agentic AI server CPU market doubling creates structural growth as Lisa Su doubles TAM to $120B. Eight analyst upgrades, 18.6% rally, Buy rating.
