"DA Davidson's thesis treats Intel's print as a sector read-through rather than a competitive threat. Intel delivered non-GAAP EPS of $0.29 against $0.01 consensus on revenue of $13.58 billion, with Data Center and AI revenue up 22% YoY to $5.05 billion."
"AMD closed Q4 2025 with record revenue of $10.27 billion, up 34% YoY, and Data Center revenue of $5.38 billion, up 39%. Full-year 2025 revenue reached $34.64 billion, with net income up 164%."
"The $375 target sits roughly 28% above the $292.39 consensus, making DA Davidson among the most bullish voices on the Street. AMD stock is up 49% over the past month and 238% over one year."
DA Davidson upgraded AMD to Buy from Neutral, raising the price target to $375 following Intel's strong Q1 2026 earnings. AMD stock surged to $351, up 15%. The upgrade suggests AMD's EPYC server line will gain market share due to Intel's supply constraints. AMD reported record Q4 2025 revenue of $10.27 billion, with a 34% YoY increase. CEO Lisa Su emphasized 2025 as a defining year for AMD, driven by demand for high-performance and AI platforms. AMD's stock has risen significantly, reflecting a re-rating around AI accelerators.
Read at 24/7 Wall St.
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