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Goldman Sachs First Take on AMD (AMD) Earnings: 'robust AI spending environment'
November 4, 2025 4:50 PM ESTGoldman Sachs analyst James Schneider reiterated a Neutral rating and $210.00 price target on AMD (NASDAQ: AMD).
The analyst comments "Key stock takeaways: We expect the stock to be range bound following a beat-and-raise quarter driven by upside in the Datacenter and Gaming segments, partly offset by lower margins - against a backdrop of elevated expectations. We believe investors were constructively positioned heading into the report given the company's recent partnership announcement with OpenAI, and ahead of the company's Analyst Day on November 11. On the conference call, we expect investors to focus on : (1) Datacenter... More
