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가입 July 2012
1.7K 팔로잉 중    44.7K 팬
Wall Street updates its price targets on $AMD following its Q3 earnings, with strong data center growth and an upbeat 2027 outlook offsetting weakness in Client: UBS: $730 → $700 (Buy) – Strong server CPU demand and improving supply support growth above expectations. Stifel: $700 → $725 (Buy) – Raised its price target following Q3 results. BofA: $720 → $650 (Buy) – Raised earnings estimates for 2027-28, but lowered its target due to sector valuation compression. Piper Sandler: $600 → $650 (Overweight) – Revenue and EPS beat expectations, led by data center strength. Wells Fargo: $700 → $650 (Overweight) – Strong 2027 data center outlook and supply execution outweigh Client weakness.
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