北兰证券下调 AMD 至市场表现,设定 12 个月目标价为 260 美元
2026-04-27 22:26:08
Gate News message, April 27 — Northland Securities analyst Gus Richard downgraded Advanced Micro Devices (NASDAQ: AMD) from 'Outperform' to 'Market Perform' on April 27, citing intensifying competition from other chipmakers and Nvidia's strengthening partnership with TSMC as key headwinds limiting AMD's growth potential. Richard's 12-month price target of $260 implies a 25.97% decline from AMD's current price of $351.21, which is up 64% year-to-date.
Meanwhile, Citi analyst Atif Malik reiterated a 'Hold' rating with a more bearish $248 target, questioning the sustainability of AMD's 2026 rally despite strong chip demand and Intel's recent solid earnings. Across Wall Street, AMD maintains an overall 'Moderate Buy' rating with an average 12-month price target of $295.04. The most bullish forecast came from D.A. Davidson's Gil Luria on April 24, who issued a 'Buy' rating and a $375 target, implying a potential 6.78% upside. The most bearish view was set by RBC Capital's Srini Pajjuri in mid-March at $230, signaling a potential 34.51% downside.
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