On January 12, 2026, 75% of analysts covering Advanced Micro Devices, Inc. (NASDAQ:AMD) expressed a bullish outlook. The consensus price target stands at $281.50, suggesting a potential 38.60% upside.
Recent analyst actions include Jefferies reiterating a 'Buy' rating on January 4, 2026, and Truist Financial maintaining a 'Buy' with a $277 target on December 19, 2025.
This positive sentiment follows the company's presentation at the Consumer Electronics Show on January 5, 2026. At the event, AMD unveiled its MI455 AI processors for data center server racks, which are sold to customers including OpenAI. The company also presented the MI440X, optimized for enterprise on-premise deployments.
A preview of the MI500, expected in 2027, was given, with projections of 1,000x performance gains over the previous generation.
Furthermore, AMD emphasized its partnership with Generative Bionics on the GENE.01 humanoid robot, which is scheduled for commercial production in the second half of 2026.
Analysts note that AMD's deal with OpenAI has the potential to generate billions in revenue, strengthening the company's position in high-performance AI. However, they also warn investors that Nvidia's dominance in the market is unlikely to be dethroned by AMD.
Advanced Micro Devices, Inc. focuses on developing CPUs, GPUs, AI accelerators, and embedded solutions across the Data Center, Client, Gaming, and Embedded segments.