AMD Stock Soars to $215 on AI Push, Targeting $290 by 2026

AMD stock surges 79% in 2025 as AI innovations drive buy recommendation and $290 price target by mid-2026

  • Advanced Micro Devices (AMD) stock has increased nearly 79% year-to-date in 2025.
  • After dropping from $120 to $80, AMD stock rebounded to about $215 during early trading.
  • Wall Street analyst Joshua Buchalter praised AMD’s AI advancements and issued a buy recommendation.
  • Buchalter projects AMD stock could reach $290 by mid-2026, a 35% gain from current levels.
  • AMD’s new Helios rack-scale AI system combined with the MI450 chip is expected to boost its competitive position.

Advanced Micro Devices (NASDAQ: AMD) stock has shown strong performance in 2025, rising nearly 79% year-to-date. The stock price started the year near $120 but fell to around $80 following a market downturn related to the “Trump’s Liberation Day” crash. It has since recovered, reaching approximately $215 early Wednesday.

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Joshua Buchalter, a Wall Street analyst and Director at TD Cowen Investment Banking, issued a buy rating on AMD stock. He cited the company’s recent advances in Artificial Intelligence (AI) technology as positioning it favorably against competitors. Buchalter noted that AMD is challenging industry leader NVIDIA in the GPU (graphics processing unit) and AI markets.

Nvidia has faced export restrictions on advanced chips to China, limiting its growth potential. Buchalter highlighted AMD’s upcoming Helios rack-scale AI system, which is a large, integrated hardware platform designed to optimize AI processing. He indicated this system, especially when paired with the MI450 chip, could disrupt the sector and give AMD a competitive edge.

According to Buchalter, AMD’s stock price could reach $290 by mid-2026. This target represents about a 35% return from the current $215 level. An investment of $1,000 at present could potentially grow to around $1,350 if the forecast is achieved. The analyst encouraged investors to prepare for an upward trend, expecting AMD’s expansion in AI to support a strong long-term rally.

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