*Walter Bloomberg|Oct 14, 2025 12:00
WOLFE SEES 300 AMD STOCK ON OPENAI DEAL
Wolfe Research upgraded AMD to Outperform with a 300 target, citing strong upside from its OpenAI partnership and rising server demand.
Wolfe projects 27 B in AI revenue and 10+ EPS by 2027, driven by MI450 chip sales starting in late 2026. Server CPU forecasts were raised, and analysts see further growth from Helios and UALink platforms.(*Walter Bloomberg)
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