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Advanced Micro Devices (AMD) Gains Investor Momentum, Mizuho Raises PT to $285

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 11 best AI infrastructure stocks to buy right now.

Photo by JESHOOTS.COM on Unsplash

Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares surged 5% in after-hours trading following the bold growth targets it unveiled at its 2025 Analyst Day on November 11.

This was followed by Mizuho’s Vijay Rakesh reiterating a “Buy” rating on the same day, who raised his price target to $285 from $275. The analyst’s bullish stance reflects the company’s potential to grow its revenue by over 35% annually, with Rakesh citing the company’s strong AI and data center outlook. He believes the company’s upcoming launches, including Helios servers with MI450 and Venice CPUs in 2026 and Verano CPUs and MI500X GPUs in 2027, will significantly improve its position in the AI space.

Meanwhile, Advanced Micro Devices, Inc. (NASDAQ:AMD) recently released its Q3 2025 results, reporting $9.2 billion in revenue, which surpassed the $8.74 billion analyst estimate, with 36% YoY growth. This was driven by robust demand for its EPYC processors and Instinct MI350 GPUs amid continued AI infrastructure spending. Furthermore, the company’s Client and Gaming segment recorded a 73% surge to $4 billion. Gaming alone rose 181% to $1.3 billion, offsetting the 8% decline in the Embedded segment.

With management expecting to generate over $100 billion in revenue in the coming years through its partnership with OpenAI, Q4 revenue was guided to around $9.6 billion at the midpoint. Moreover, Advanced Micro Devices, Inc. (NASDAQ:AMD) expects a 54.5% gross margin for the upcoming quarter. Diluted earnings per share were recorded at $1.20.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is focused on designing and manufacturing semiconductor products across Data Center, Client and Gaming, and Embedded segments.

While we acknowledge the potential of AMD to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMD and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 7 Best Oil and Gas Penny Stocks to Buy According to Analysts and Billionaire Jacob Rothschild’s RIT Capital Partners: 9 Stocks with Huge Upside Potential.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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