AMD is trading at $215.63, up 3.8%, after KeyBanc analyst John Vinh upgraded the stock to Overweight with a $270 price target, citing confidence in its AI data-center position.

  • The upgrade was driven by the rapid adoption of the MI300 chip in AI data-center accelerators since late 2023.
  • AMD's data-center revenue jumped 34% quarter-on-quarter to $4.3 billion in Q3 2025, with operating income surging 793% year-on-year.
  • The analyst action aligns with broader Wall Street sentiment, which maintains a median price target of $281.50 across 54 brokerage firms.