Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Featured Story from MarketBeat.com Advanced Micro Devices Eyes $300 as AI Demand SurgesWritten by Thomas Hughes. Published 10/16/2025. 
Key Points - Oracle plans to deploy 50,000 AMD MI450 GPU AI accelerators.
- Hyperscale demand is blossoming, and revenue growth will top triple digits in the back half of 2026.
- Analysts applaud the news, lifting sentiment ratings and price targets, forecasting a 25% upside in October.
Advanced Micro Devices' (NASDAQ: AMD) stock outlook, long tied to forecasts of GPU market-share gains, was affirmed by OpenAI and further accelerated by Oracle (NYSE: ORCL). Oracle plans to deploy 50,000 Advanced Micro Devices MI450 AI accelerators in the third quarter of 2026. While small compared with OpenAI's plans, Oracle's commitment will likely expand, drive additional AMD-powered data-center builds, and increase demand for AMD's AI accelerators. Every week brings new headlines of extreme weather and widespread blackouts. The U.S. power grid wasn't designed for this – and now it's failing under the pressure.
Paladin Power isn't trying to fix the grid... they're building a better alternative. Invest now and get up to a 30% bonus on shares! The quick follow-up from Oracle is the critical takeaway. Because AMD GPUs offer strong performance at lower cost, larger memory capacity, and excellent inference capabilities, they present an attractive alternative for hyperscalers. Based on the supply-demand dynamic reported by Wedbush, it's less a story of Advanced Micro Devices taking share from NVIDIA (NASDAQ: NVDA) than of meeting unfilled demand. Investors should expect other hyperscalers to follow suit, amplifying AMD's revenue-growth outlook with each new announcement. Exact figures are difficult to pin down, but hyperscalers — including Amazon Web Services (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) — already consume several gigawatts across their data-center networks. Demand trends suggest these networks could expand two- to three-fold over the coming decade, with AMD chips at the center of that growth. In this scenario, demand from the commercial hyperscale sector could more than quadruple OpenAI's contribution to AMD's revenue over the next five years, potentially adding as much as $500 billion to the revenue outlook. Revenue forecasts are rising in October, but the consensus still expects only $355.5 billion for the 2026–2030 period. Analysts Like What They See in AMD's Product Pipeline The analysts' response has been favorable: increased coverage, upgrades, and higher price targets following the OpenAI news. The market chatter suggests the shift to rack-scale capability is a game-changing development that will be highly accretive to the business. MarketBeat data shows 40 analysts rating the stock a Moderate Buy, with the number of ratings up 25% over the prior 12 months and sentiment firming. Recent revisions include upgrades from Moderate Buy to Buy, putting the bias about 70% in favor of an outright Buy and driving price targets toward the $300 level. 
A move to $300 aligns with the technical outlook. The OpenAI announcement catalyzed roughly a 30% increase in AMD's share price, which may be only the first half of the move. The stock is consolidating above key support, facing resistance near the prior all-time high, while MACD convergence and a bullish stochastic provide favorable technical signals. The stochastic is particularly notable: it remains low enough to suggest the market still has ample room to move higher. The next catalyst may be the Q3 earnings report. Results are expected to be strong — consensus points to a 28% year-over-year revenue increase — but forward guidance and any deal updates on the MI450 lineup will be what moves the market. Cash Pile to Swell—Good News for Investors Cash flow has been a key driver of NVIDIA's stock valuation and will increasingly influence AMD's as AI revenue ramps. While growth is robust, cash flow remains critical. NVIDIA's rising AI-driven cash flow has funded large investments and built a substantial cash reserve. NVIDIA is effectively a net-cash business relative to its total liabilities; AMD appears to be on the cusp of a similar transition, which would create meaningful shareholder value. Even though AMD's valuation looks elevated in 2025, it still offers potential long-term value. The model used here shows a 55x price multiple in 2025 falling to about 10x by 2035 (possibly lower if current forecasts are conservative). That implies AMD's share price could rise materially — perhaps 100% to 200% — over the next two to five years (and likely sooner under an accelerated adoption scenario).
| 
Post a Comment
Post a Comment