AMD Gears Up for AI Breakthrough With Helios — — Is It Time to Buy This Stock?
This article was first published on: GuruFocus.
Piper Sandler reiterated an “Overweight” rating on Advanced Micro Devices (NASDAQ:AMD) and set a $280 price target in a recent investor note.
Harsh Kumar, a leading analyst at Piper Sandler, said: in question The latest call from management left AMD feeling confident about its roadmap and execution.
Helios, a central focus, rack-scale AI system management, is expected to launch in mid-2026. Helios is positioned to handle large AI workloads in data centers, signaling a move beyond discrete chips to full system solutions.
Kumar also noted the continued rise of the MI300 series and early progress on the MI400 series; He sees it as the foundation of AMD’s multi-year AI growth case.
Management told analysts it plans to serve a broad customer base and not rely on just one partner, but Kumar expects some demand from the OpenAI relationship in the short term.
Piper Sandler said Helios could be a key differentiator, but implementation and customer interest will determine the upside. Gambling left his $280 target unchanged.
Shares of Advanced Micro Devices (NASDAQ:AMD) fell about 0.5% in early trading, but investors will see how the stock reacts in regular trading on Wednesday.
Based on one-year price targets submitted by 44 analysts, Advanced Micro Devices Inc. The average target price for is $273.97, with a high estimate of $377.00 and a low estimate of $134.20. The average target indicates an upside of 31.98% from the current price of $207.58.
According to GuruFocus estimates, Advanced Micro Devices Inc. The estimated GF Value in one year for is $230.08, representing a +10.84% increase from the current price of $207.58. The gf value is gurufocus’ estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples at which the stock has previously traded, as well as past business growth and future estimates of the business’s performance. Visit the forecast page for more detailed information.
