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Rosenblatt on AMD/META: 'Partnership is Major Milestone Further Validating AMD Instinct GPUs'
February 24, 2026 12:52 PM UTCRosenblatt analyst Kevin Cassidy reiterated a Buy rating and $300.00 price target on AMD (NASDAQ: AMD).
The analyst comments "We view the expanded partnership with Meta as very positive for AMD's Instinct GPU and EPYC CPU families. This multi-year, multi-billion dollar agreement solidifies AMD's... More
