Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside

Advanced Micro Devices, Inc. (NASDAQ:AMD) is 1 of the AI Stocks successful Focus connected Wall Street. On January 26, Piper Sandler expert Harsh Kumar raised the terms people connected the banal to $300.00 (from $280.00) portion maintaining an “Overweight” rating.

The steadfast remains enthusiastic astir AMD’s prospects arsenic it heads into the year, highlighting 2026 ramp of Helios and OpenAI declaration arsenic large tailwinds.

Expecting Top-Line Upside of ~$200M; Overall, we stay precise enthusiastic astir AMD's prospects going into 2026 and into the March 4th guidance.

Piper Sandler pointed to expectations for meaningful gross and net upside for the December 2025 quarter. It anticipates astir $200 cardinal of gross upside, and an EPS upside of astatine slightest $0.02 comparative to the Street.

The steadfast besides sees imaginable for upside for the March quarter, adjacent though it is apt to beryllium comparatively tiny owed to the seasonal aspects of client, gaming, and adjacent endeavor EPYC CPU business.

Beyond these near-term results, it anticipates some banal and institution fundamentals to radiance done successful mid-2026 arsenic the institution gears up to ramp its Helios rack and its declaration with OpenAI.

Piper Sandler besides anticipates respective OpenAI partners and customers to marque announcements and acquisition commitments betwixt present and midyear.

Advanced Micro Devices, Inc. (NASDAQ:AMD) develops and sells semiconductors, processors, and GPUs for information centers, gaming, AI, and embedded applications.

While we admit the imaginable of AMD arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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