On December 16, 2025, financial analysts reaffirmed a bullish outlook on Advanced Micro Devices (AMD). A Seeking Alpha report reiterated a "Buy" rating and set a future price target above $370.
This positive view stems from AMD’s strong earnings momentum and significant growth in the AI sector. Analysts cited the company's multiyear GPU agreement with OpenAI as a key factor.
Further support comes from successful Q3 2025 results and strong guidance for the fourth quarter. Growth is driven particularly by the data center segment.
This optimism contrasts with broader market sentiment, where tech stocks, including AMD, have recently faced headwinds. Investors express concern over the high costs of AI investments and question whether these expenditures will translate into near-term profitability. Reports also highlight fierce competition in the semiconductor industry, noting that AMD navigates "choppy waters" despite its strategic pivot to AI and data center solutions.