Overview
- AMD shares rose about 3% after the ratification of UALink, an open standard that links many accelerators so AI clusters can scale across data centers.
- Aletheia Capital reaffirmed a Buy rating with a $333 price target, and GF Securities’ Jeff Pu kept a Buy at $311 on signs that OpenAI and Meta demand is running ahead of supply.
- GF Securities forecasts AMD’s 2026 data‑center shipments to rise 28% with revenue up 46%, citing a stronger GPU roadmap and new server CPU platforms.
- Mercury Research data show AMD reached a 41% value share in server CPUs in Q4 2025, highlighting continued gains in data‑center computing.
- Wall Street expects $1.27 in EPS on $9.87 billion in revenue when AMD reports fiscal Q1 results on May 5.