From Yahoo Finance: 2025-05-06 15:08:00

Lisa Su, CEO of AMD, remains unfazed by tariffs, emphasizing the importance of semiconductors. Commerce Secretary Lutnick warned of potential semiconductor tariffs in the near future. AMD anticipates an $800 million charge from restrictions on semiconductor exports to China, impacting revenue by up to 20%.

Investors await AMD’s quarterly report post-tariff concerns. Su, named Time’s 2024 CEO of the Year, focuses on innovation amid tariff worries. AMD’s success under Su’s leadership has surpassed Intel. Analyses predict a volatile future for semiconductor stocks amid ongoing U.S.-China friction and potential restrictions.

Analysts have adjusted price targets for AMD ahead of earnings. Cantor Fitzgerald sees semiconductor stocks as “must-own” but warns of volatility. Seaport Research initiated coverage with a buy rating, praising AMD’s execution and competitiveness in the data center and AI markets. Stifel analyst Roy lowered price targets due to macroeconomic uncertainty.

Read more: Analysts reboot AMD stock price targets ahead of earnings