From Financial Modeling Prep: 2025-02-03 11:50:00

AMD (NASDAQ:AMD) is predicted to thrive through 2025 with an Outperform rating and $175 price target. Analysts foresee growth in AI and server markets, with industry sentiment shifting in AMD’s favor. Recent rumors about CoWoS orders at TSMC are likely moving to OSAT providers due to production constraints.

AMD is set to benefit from AI and data center demand, turning past headwinds into tailwinds in 2025. Speculation about Microsoft’s dissatisfaction with AMD varies, but overall, hyperscalers are growing frustrated with NVIDIA’s high data center product gross margins and aggressive stance.

DeepSeek, a Chinese AI startup, validates AMD’s approach, indicating interest in alternatives to NVIDIA’s CUDA software. Despite negative sentiment before earnings, even modest results could spark a stock rebound. With momentum in AI, data center, and open-source software, AMD is well-equipped for sustained growth.



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