investing_dans_valeur
Oct 12, 1:32 AM
$AMD $SPY $QQQ $AMDL
Baird analyst Tristan Gerra's
$1250 price target on AMD was the first truly aggressive upgrade on the Street. While the target appears extreme relative to current consensus estimates, it is not as implausible as many investors assume, particularly given the rapidly evolving AI compute landscape.
Gerra's thesis is built on the assumption that AMD can leverage its growing leadership in both AI CPUs and GPUs to capture approximately 15% of a projected
$1.4 trillion AI compute total addressable market (TAM) by 2030. Under that framework, AMD's earnings power could expand dramatically, with EPS exceeding
$50 per share by the end of the decade.
Notably, Gerra is not alone in projecting this level of earnings growth. Piper Sandler has similarly modeled AMD's EPS compounding at roughly 65% annually, reaching the low-
$50 range by 2030.
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