AMD’s First-Ever Analyst Day: Wall Street Awaits Game-Changing Catalysts

AMD steps into the spotlight—can it deliver the hype Wall Street craves?

The stakes:

Today’s analyst day isn’t just a presentation—it’s a make-or-break moment for AMD’s narrative. Investors want fireworks: AI roadmaps, datacenter dominance, or a surprise chiplet breakthrough. Anything less risks a shrug from traders already eyeing Nvidia’s rearview mirror.

The subtext:

Wall Street’s love affair with AMD hinges on today’s promises. Forget 'potential'—show us the money. (Cue the usual finance bros overinterpreting CEO Lisa Su’s eyebrow raises as bullish signals.)

The closer:

AMD’s either about to ride the AI tsunami or become another 'great story, where’s the EPS?' tech stock. Place your bets—the market’s already pricing in perfection.

Key Takeaways

• Chipmaker Advanced Micro Devices is set to hold its first analyst day event tomorrow.
• CEO Lisa Su could offer more details on the company’s AI roadmap at the event.

Traders may be watching for updated financial targets from Advanced Micro Devices as it hosts an investor day, its first, later today.

AMD's (AMD) shares climbed Monday ahead of the event, which some analysts have suggested could be a positive catalyst for the chipmaker's stock. The shares added about 5% to close near $244 as broader markets gained amid Optimism Congress could be nearing a deal to end the U.S. government shutdown.

Analysts at Bank of America, Citi, and Jefferies said they'll be watching for an updated outlook and financial targets from AMD's analyst day event. CEO Lisa Su is widely expected offer more details on the company’s artificial intelligence roadmap. (You can watch the stream, scheduled for 1 p.m. ET, here.)

A bigger estimate of AMD's total addressable market, thanks to booming AI demand, might help boost confidence in the stock, the analysts said, following a strong run this year driven lately by a string of big AI deals, including one with ChatGPT Maker OpenAI.

Why This Is Significant

The reaction to AMD's updates today could bolster its upward trajectory or underscore growing uncertainty around AI stocks, as a muted reaction to the chipmaker's strong earnings last week did.

Last week, AMD posted record quarterly results and an upbeat outlook on surging demand for its data center chips, though the stock was little changed following the results amid some worries about an AI bubble.

Heading into the event, Wall Street analysts lean more bullish on the stock, with seven of the 10 with current ratings compiled by Visible Alpha calling it a "buy," compared to three neutral ratings. Their mean target around $269 WOULD suggest nearly 10% upside from Monday's close.

With Monday's gains, shares of AMD have roughly doubled in value in 2025.

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