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Analyst Reaffirms Buy on AMD as Data Center and AI Growth Drive Multiyear Earnings Upside

Analyst Reaffirms Buy on AMD as Data Center and AI Growth Drive Multiyear Earnings Upside

Daiwa analyst Louis Miscioscia has maintained their bullish stance on AMD stock, giving a Buy rating today.

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Louis Miscioscia has given his Buy rating due to a combination of factors tied to AMD’s accelerating growth and strong execution. The company significantly exceeded revenue and earnings expectations, with robust year‑over‑year gains across Data Center, Client, Gaming, and Embedded, while also delivering better‑than‑guided margins.

He highlights especially powerful momentum in Data Center, driven by EPYC x86 server CPUs and ramping AI GPUs, and notes management’s sharply higher outlook for the x86 market through 2030. Miscioscia also points to a strong second‑quarter revenue guide, a visible multiyear AI and GPU growth runway, and management’s confidence in surpassing a more than $20 EPS target over the next three to five years as key supports for a Buy recommendation.

According to TipRanks, Miscioscia is a 5-star analyst with an average return of 23.5% and a 64.20% success rate.

In another report released today, Jefferies also maintained a Buy rating on the stock with a $415.00 price target.

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