Oppenheimer raises AMD rating to Outperform with $600 target
Oppenheimer analyst Rick Schafer raised AMD's rating from Neutral to Outperform and set a $600 target price, representing 34% upside from AMD's reported $449.04 close on the 5th. He based the outlook on AMD's third-quarter results exceeding Wall Street expectations and forecast a 135% increase in 2027 data-center revenue. The projection also cited potential chip investment from OpenAI, Meta, Oracle, Microsoft and Humain, alongside AMD's Instinct accelerators and Helios rack-scale solution.
The upgrade provides a notable analyst signal supporting AMD's position in AI compute, though the data-center growth forecast and long-term supplier outlook remain analyst projections rather than reported results.
超微（AMD）股價 9 日強勁反彈 13%，與競爭對手輝達（Nvidia）下挫逾 4% 形成鮮明對比。不過，AMD 漲勢未必與輝達執行長黃仁勳（Jensen Huang）捲入國安調查風波有關，投資機構 Oppenheimer 調高投資評等，可能才是主要催化劑。
綜合Barron’s、CNBC報導，Oppenheimer分析師薛佛Rick Schafer 8日將AMD投資評等由「中立」調升至「表現優於大盤」，並設定600美元目標價，與5日收盤價（449.04美元）相比，暗示有34%的上漲空間。
Schafer指出，AMD第三季（7-9月）財報表現優於華爾街預期，且該機構近期與管理層交流後，又更加看好公司成長前景。AMD執行長蘇姿丰（Lisa Su）當時預估，2027年營收將成長至少80%。
資料中心是Schafer最看好的成長引擎。他預測，AMD 2027年資料中心業務營收將大增135%，主要受惠OpenAI、Meta、甲骨文（Oracle）、微軟（Microsoft）及沙烏地阿拉伯AI企業Humain持續擴大晶片投資。
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