Advanced Micro Devices, Inc.
AMDPrice Projections & Market Scenarios
Current Price
$516.13
LinearAI Bubble
End of 2026 Target
Projected closing price (Bubble Scenario)
$406
-21% Growth
Yearly Price Targets (2025-2030)
| Year | Forecast Price | Growth vs Today |
|---|---|---|
| 2026 | $406.00 | -21% |
| 2027 | $258.00 | -50% |
| 2028 | $285.00 | -45% |
| 2029 | $330.00 | -36% |
| 2030 | $375.00 | -27% |
| 2031 | $425.00 | -18% |
Risk Analysis (Bubble)
The "AI Bubble" model assumes an unsustainable price acceleration through 2026, driven by retail hype, followed by a sharp correction in 2027 as revenue fails to match Capex.
StabilityHigh Risk
AnalysisLive
Confidence63%
AMD’s sell-side setup remains constructive: recent reports show consensus targets clustering around the mid-$500s to low-$600s, with one fresh Piper Sandler target at $600, CLSA at $710, and a consensus target near $565-$614 depending on source13[8][10]. Earnings expectations are also rising sharply, with fiscal 2027 EPS estimates around $15.45-$15.61 and revenue estimates near $87.7B, while some coverage cites Piper Sandler modeling 50% revenue CAGR and 65% EPS CAGR through 20304[6][13].
Key Insights
- •Street sentiment is broadly bullish, with Moderate Buy to Strong Buy positioning and targets ranging from about $565 to $710[8][10][15].
- •Consensus growth is very strong, with FY2027 EPS estimates around $15.45-$15.61 versus roughly $7.57 for FY2026, implying a major step-up in profitability4[6][14].
- •The main risk is valuation and AI demand disappointment: at around 129x trailing earnings, AMD is priced for continued execution, so any slowdown in datacenter AI spending could compress multiples sharply[6][11].
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