The article argues that the EPYC Venice server CPU may drive AMD stock through 2027 more than the Helios GPU ramp that draws most attention. The 24/7 Wall St. price target is $583.84 against a $591.22 share price, implying a hold rating, with a bull case of $696.27 and a bear case of $459.51. AMD shares are up 176.81% year to date. Q2 revenue rose 50.1% to $11.54 billion and Data Center revenue rose 107% to $6.72 billion, and management guided Q3 revenue to about $13 billion. Risks cited include a trailing P/E near 224, tight server CPU supply, Gaming revenue down 31% and export controls.
Summary written by Upside AI from the original article. Read the source for full details.
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