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Based on 48 analysts
Target prices reflect the market consensus (mean/high/low), not individual research firms. 60 actions collected · 60 in the last 12 months.
Auto-generated summary combining US and Korean research and earnings · not investment advice
AMD는 2026년 2분기 매출 115.4억 달러 및 EPS 1.38달러로 실적 성장세를 기록했습니다. 50개 기관 컨센서스는 강력 매수이며 다수 증권사가 긍정적 의견을 유지하고 있습니다. 다만 현재 주가(608.1달러) 대비 평균 목표가(636.2달러) 상승 여력이 제한적이며 일부 주요 IB의 중립 의견도 공존합니다.
Divergence: 대다수 증권사가 매수 의견을 보이고 있으나 JP모건과 모건스탠리는 중립을 유지하며 목표가 격차가 큽니다.
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 11. 09. | Oppenheimer | — | Upgrade | Perform → Outperform | — | Oppenheimer: Perform → Outperform |
| 2026. 11. 05. | UBS | — | Maintain | Buy → Buy | — | UBS: Buy |
| 2026. 11. 05. | JP Morgan | — | Maintain | Neutral → Neutral | — | JP Morgan: Neutral |
| 2026. 11. 05. | Morgan Stanley | — | Maintain | Equal-Weight → Equal-Weight | — | Morgan Stanley: Equal-Weight |
| 2026. 11. 05. | Piper Sandler | — | Maintain | Overweight → Overweight | — | Piper Sandler: Overweight |
| 2026. 11. 05. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
| 2026. 11. 05. | RBC Capital | — | Maintain | Sector Perform → Sector Perform | — | RBC Capital: Sector Perform |
| 2026. 11. 05. | Truist Securities | — | Maintain | Buy → Buy | — | Truist Securities: Buy |
| 2026. 11. 04. | Wedbush | — | Maintain | Outperform → Outperform | — | Wedbush: Outperform |
| 2026. 11. 04. | StoneX | — | Maintain | Buy → Buy | — | StoneX: Buy |
| 2026. 11. 04. | DA Davidson | — | Maintain | Buy → Buy | — | DA Davidson: Buy |
| 2026. 11. 04. | Keybanc | — | Maintain | Overweight → Overweight | — | Keybanc: Overweight |
| 2026. 11. 04. | Rosenblatt | — | Maintain | Buy → Buy | — | Rosenblatt: Buy |
| 2026. 11. 04. | Mizuho | — | Maintain | Outperform → Outperform | — | Mizuho: Outperform |
| 2026. 11. 04. | Cantor Fitzgerald | — | Maintain | Overweight → Overweight | — | Cantor Fitzgerald: Overweight |
| 2026. 11. 04. | Stifel | — | Maintain | Buy → Buy | — | Stifel: Buy |
| 2026. 11. 04. | B of A Securities | — | Maintain | Buy → Buy | — | B of A Securities: Buy |
| 2026. 11. 03. | Morgan Stanley | — | Maintain | Equal-Weight → Equal-Weight | — | Morgan Stanley: Equal-Weight |
| 2026. 10. 28. | Susquehanna | — | Maintain | Positive → Positive | — | Susquehanna: Positive |
| 2026. 10. 21. | Susquehanna | — | Maintain | Positive → Positive | — | Susquehanna: Positive |
| 2026. 10. 20. | Wedbush | — | Maintain | Outperform → Outperform | — | Wedbush: Outperform |
| 2026. 10. 07. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
| 2026. 10. 06. | Mizuho | — | Maintain | Outperform → Outperform | — | Mizuho: Outperform |
| 2026. 10. 05. | Stifel | — | Maintain | Buy → Buy | — | Stifel: Buy |
| 2026. 09. 29. | StoneX | — | Maintain | Buy → Buy | — | StoneX: Buy |
| 2026. 09. 29. | Rosenblatt | — | Maintain | Buy → Buy | — | Rosenblatt: Buy |
| 2026. 09. 25. | B of A Securities | — | Maintain | Buy → Buy | — | B of A Securities: Buy |
| 2026. 09. 10. | Piper Sandler | — | Initiate coverage | — → Overweight | — | Piper Sandler: Overweight |
| 2026. 08. 25. | Raymond James | — | Upgrade | Outperform → Strong Buy | — | Raymond James: Outperform → Strong Buy |
| 2026. 08. 21. | BMO Capital | — | Initiate coverage | Outperform → Outperform | — | BMO Capital: Outperform |
| 2026. 08. 07. | Argus Research | — | Maintain | Buy → Buy | — | Argus Research: Buy |
| 2026. 08. 06. | Rosenblatt | — | Maintain | Buy → Buy | — | Rosenblatt: Buy |
| 2026. 08. 06. | DA Davidson | — | Maintain | Buy → Buy | — | DA Davidson: Buy |
| 2026. 08. 06. | Morgan Stanley | — | Maintain | Equal-Weight → Equal-Weight | — | Morgan Stanley: Equal-Weight |
| 2026. 08. 06. | JP Morgan | — | Maintain | Neutral → Neutral | — | JP Morgan: Neutral |
| 2026. 08. 06. | Truist Securities | — | Maintain | Buy → Buy | — | Truist Securities: Buy |
| 2026. 08. 06. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
| 2026. 08. 06. | RBC Capital | — | Maintain | Sector Perform → Sector Perform | — | RBC Capital: Sector Perform |
| 2026. 08. 05. | Wedbush | — | Maintain | Outperform → Outperform | — | Wedbush: Outperform |
| 2026. 08. 05. | Cantor Fitzgerald | — | Maintain | Overweight → Overweight | — | Cantor Fitzgerald: Overweight |
| 2026. 08. 05. | Evercore ISI Group | — | Maintain | Outperform → Outperform | — | Evercore ISI Group: Outperform |
| 2026. 08. 05. | Barclays | — | Maintain | Overweight → Overweight | — | Barclays: Overweight |
| 2026. 08. 05. | Keybanc | — | Maintain | Overweight → Overweight | — | Keybanc: Overweight |
| 2026. 08. 05. | Northland Capital Markets | — | Maintain | Market Perform → Market Perform | — | Northland Capital Markets: Market Perform |
| 2026. 07. 31. | Susquehanna | — | Maintain | Positive → Positive | — | Susquehanna: Positive |
| 2026. 07. 28. | Mizuho | — | Maintain | Outperform → Outperform | — | Mizuho: Outperform |
| 2026. 07. 27. | Wedbush | — | Maintain | Outperform → Outperform | — | Wedbush: Outperform |
| 2026. 07. 25. | UBS | — | Maintain | Buy → Buy | — | UBS: Buy |
| 2026. 07. 25. | Jefferies | — | Maintain | Buy → Buy | — | Jefferies: Buy |
| 2026. 07. 25. | Roth Capital | — | Maintain | Buy → Buy | — | Roth Capital: Buy |
| 2026. 07. 24. | RBC Capital | — | Maintain | Sector Perform → Sector Perform | — | RBC Capital: Sector Perform |
| 2026. 07. 24. | Cantor Fitzgerald | — | Maintain | Overweight → Overweight | — | Cantor Fitzgerald: Overweight |
| 2026. 07. 24. | Rosenblatt | — | Maintain | Buy → Buy | — | Rosenblatt: Buy |
| 2026. 07. 23. | Benchmark | — | Maintain | Buy → Buy | — | Benchmark: Buy |
| 2026. 07. 14. | B of A Securities | — | Maintain | Buy → Buy | — | B of A Securities: Buy |
| 2026. 07. 14. | Keybanc | — | Maintain | Overweight → Overweight | — | Keybanc: Overweight |
| 2026. 07. 14. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 07. 10. | Stifel | — | Maintain | Buy → Buy | — | Stifel: Buy |
| 2026. 07. 06. | Goldman Sachs | — | Maintain | Buy → Buy | — | Goldman Sachs: Buy |
| 2026. 07. 01. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
