$AMD - KEYBANC UPGRADES AMD TO OVERWEIGHT
KeyBanc upgraded AMD to Overweight from Sector Weight and set a $270 price target. The firm says strong hyperscaler demand has left AMD nearly sold out of server CPUs for 2026, with a possible 10%–15% price increase under consideration. KeyBanc also expects robust MI355 and MI455 demand to drive AI revenue of $14–$15 billion this year.
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