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Go back to Active options: AMD META NVO ORCL MU MSTR AVGO INTC IREN NIO

Rosenblatt on AMD/META: 'Partnership is Major Milestone Further Validating AMD Instinct GPUs'

February 24, 2026 12:52 PM EST

Rosenblatt 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