UBS Raises AMD Stock Target After AI Day Signals on Server CPU Margins

UBS analyst Timothy Arcuri raised AMD's price target from $700 to $730 within a day of AMD's Advancing AI 2026 event, citing higher server CPU gross margins (roughly 10 percentage points above corporate average) and a larger server CPU market forecast of $220 billion by 2030. UBS projects AMD server CPU revenue of $35 billion in 2027 and $60 billion in 2028, with 2028 EPS potentially approaching $30. The event also revealed major customer commitments: OpenAI (up to 6 GW of GPUs), Meta (6 GW), and Anthropic (up to 2 GW of Helios capacity). AMD shares traded near $532, up 138% year-to-date, with a market value of ~$867 billion.

First published Aug 4, 01:57 PM UTCUpdated Jul 26, 01:03 PM UTC1 reports · 1 sources

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UBS Raises AMD Stock Target After AI Day Signals on Server CPU Margins

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UBS Raises AMD Stock Target After AI Day Signals on Server CPU MarginsYahoo FinanceWesternJul 26, 01:03 PM UTC

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OpenAI Meta Anthropic AMD