Buy AMD On This Weakness

Oakoff InvestmentsInvesting GroupFollow5ShareSavePlay(11min)CommentsSummaryAdvanced Micro Devices remains a 'Buy' with an updated 12–18 month price target above $370, reflecting robust earnings momentum and AI-driven growth.AMD's Q3 2025 results showed 35.6% YoY revenue growth and a 54% gross margin, with Q4 guidance pointing to further margin expansion and strong data center performance.AMD's platform transition, multiyear OpenAI GPU agreement, and expanding CPU/GPU ecosystem underpin a multi-vector growth thesis through 2026.Risks include execution on next-gen product cadence and potential market repricing versus NVDA, but PEG below 1x and EPS growth projections support significant upside.Valuation looks rich versus Nvidia, but faster EPS growth drives PEG below one; my model targets $370 in 12 to 18 months, a 77% upside potentially. Robert Way/iStock Editorial via Getty Images My Updated Thesis on AMD Stock - I'm Still Bullish Advanced Micro Devices (AMD) stock has been trending up since my very first bullish "Strong Buy" call in January 2025, and whileThis article was written byOakoff Investments9.76K FollowersFollowOakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request from readers, and community chat. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.