BofA analyst Vivek Arya raised the firm’s price target on AMD (AMD) to $300 from $250 and keeps a Buy rating on the shares following positive announcements at the 2025 OCP Conference. The firm now sees greater visibility into the deployment and ramp outlook of the MI450 Series “Helios” racks launching in the second half of 2026, supported by key industry customers such as Oracle (ORCL), Meta (META) and OpenAI, the analyst tells investors.
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