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Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?
Key takeaways
- Wall Street Just Supersized Its Price Target on AMD.
- Meta Platforms committed up to 6 gigawatts of AMD Instinct GPUs while Oracle built a 50,000-GPU Helios supercluster, anchoring AMD s loaded customer pipeline.
- AMD s roughly 172x trailing P/E leaves little margin for error, and a prior $800 million export-control charge flags live China policy risk.
Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap? David Moadel Wed, June 24, 2026 at 9:51 PM GMT+7 4 min read AMD META ORCL-PD ORCL NVDA Quick Read UBS analyst Timothy Arcuri raised AMD s price target to $670 from $455, betting on standalone CPU rack adoption and agentic AI workload tailwinds.
Meta Platforms committed up to 6 gigawatts of AMD Instinct GPUs while Oracle built a 50,000-GPU Helios supercluster, anchoring AMD s loaded customer pipeline.
AMD s roughly 172x trailing P/E leaves little margin for error, and a prior $800 million export-control charge flags live China policy risk.
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