UBS Raises AMD Server-CPU Forecasts to $50B by 2030 on AI Share Gain
AMD has more than doubled off its 52-week low of $133.5.
Summary
UBS significantly raised its server-CPU revenue forecasts for AMD, projecting $16B in 2026, $23B in 2027, $29B in 2028, and $50B by 2030. This follows a series of positive news for AMD, including strong Q1 results and robust Q2 CPU revenue projections. The revised forecasts indicate a strong belief in AMD's ability to capture significant AI infrastructure share. UBS attributes this to AMD's higher core density, multithreading capabilities, and x86 software support, positioning them well for agentic AI workloads.
At the time of this announcement, AMD was trading at $529.05 on NASDAQ in the Technology sector, with a market capitalization of approximately $868.4B. The 52-week trading range was $133.50 to $562.99. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.