Technology • Semiconductors & Data Center Compute • SIC 3674
$504.80 ▼ -61.62
(-10.88%)
MKT CAP: $811.65B • VOL: 39.53M
52W L $188 52W H $659
CONSENSUS RATING DISTRIBUTION (60 DESKS)
BUY: 50 HOLD: 10
SELL: 0
12M STREET TARGET RANGE
IMPLIED: +17.2%
LOW
$508
MEDIAN
$596
MEAN
$592
HIGH
$637
STREET BS CREDIBILITY SCORE 1Y BACKTESTED
69/100
EMPIRICAL HIT RATE VS SPOT
GRADES WHETHER SELL-SIDE TARGET REVISIONS LEAD OR CHASE AMD TAPE
AMD // FIRM-BY-FIRM ANALYST BACKTEST & BS DETECTOR (ANR <GO>)
2026-10-01
| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| UBS Timothy Arcuri / Karl Keirstead | REITERATE | OUTPERFORM | $581.12 | $528.82 | 2026-04-24 | $347.81 | +45.1% | 96% | A+ |
| Jefferies Blayne Curtis / Brent Thill | REITERATE | OUTPERFORM | $581.12 | $528.82 | 2026-03-27 | $201.99 | +149.9% | 96% | A+ |
| Bank of America Securities Vivek Arya / Brad Sills | UPGRADE | STRONG BUY | $636.65 | $579.35 | 2026-08-28 | $465.58 | +8.4% | 71% | B |
| Citigroup Atif Malik / Tyler Radke | UPGRADE | STRONG BUY | $612.42 | $557.30 | 2026-05-22 | $467.51 | +8.0% | 71% | B |
| Evercore ISI Mark Lipacis / Amit Daryanani | UPGRADE | STRONG BUY | $612.42 | $557.30 | 2026-07-31 | $476.15 | +6.0% | 68% | B |
| J.P. Morgan Harlan Sur / Mark Murphy | REITERATE | OUTPERFORM | $589.20 | $536.17 | 2026-07-17 | $495.76 | +1.8% | 63% | C |
| Goldman Sachs Toshiya Hari / Kash Rangan | REITERATE | STRONG BUY | $617.47 | $660.69 | 2026-08-14 | $514.39 | -1.9% | 62% | C |
| Morgan Stanley Joseph Moore / Keith Weiss | UPGRADE | STRONG BUY | $603.34 | $645.57 | 2026-09-11 | $516.13 | -2.2% | 60% | C |
| Bernstein SocGen Group Stacy Rasgon / Toni Sacconaghi | REITERATE | OUTPERFORM | $575.07 | $615.32 | 2026-06-18 | $537.37 | -6.1% | 60% | C |
| Barclays Tom O’Malley / Raimo Lenschow | TARGET REV | HOLD | $508.43 | $462.67 | 2026-02-27 | $200.21 | +152.1% | 42% | F |