Kết quả kinh doanh quý 2 của AMD gây ra những phản ứng khác nhau từ các nhà phân tích, Mizuho hạ mục tiêu giá

The Huoxing Finance report states that on August 6, following AMD's quarterly earnings release, institutional analysts generally maintained a constructive outlook, despite mixed market reactions driven by elevated expectations. The consensus among analysts is that AMD’s growth narrative around AI and data centers remains intact. Wells Fargo issued the most optimistic update, raising its price target from $615 to $700 and suggesting earnings could significantly surpass its prior estimate of $20 per share for 2029–2030. Jefferies raised its price target to $650 and maintained a Buy rating, stating that although results fell short of sky-high expectations, the long-term AI thesis continues to progress as planned. Mizuho lowered its price target from $625 to $580 but retained an Outperform rating, noting that the quarter delivered solid performance against a challenging backdrop. JPMorgan大幅 raised its price target from $385 to $550 while maintaining a Neutral rating, citing slightly below-consensus guidance for the September quarter. Overall, analysts believe AMD’s expanding AI GPU and server businesses offer substantial upside potential, with the main debate centering on whether short-term execution can keep pace with increasingly aggressive expectations.