
AMD Stock Gets a Price Target Boost from Citi's Top Analyst Ahead of Q2 Earnings
Elevate Your Investing Strategy:
Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
However, he maintained a Hold rating on the stock, warning that the China-related gains from the sale of MI308 chips may be short-lived. Danely ranks #644 out of 9,889 analysts tracked on TipRanks. He boasts a 66% success rate and an average return per rating of 11.00%.
Analyst Sees Short-Term Upside, But Stays Cautious
The five-star analyst believes AMD stock could continue to move higher in the near term, as excitement around AI remains strong. Danely pointed out that investors are growing more optimistic ahead of AMD's earnings, and the broader market continues to favor chip stocks tied to AI.
As a result, Danely raised his price target to $165, based on 44x expected 2026 earnings. The new price target reflects growing optimism that rising demand for AI chips could lift AMD stock in the near term.
Despite the price target bump, the analyst prefers to remain on the sidelines for now, noting that much of the AI-driven optimism may already be reflected in AMD's share price. Danely cautioned that investor expectations might be too high going into earnings, and a clearer view of the company's outlook will only emerge once results are out in August.
What to Expect from AMD's Q2 Earnings
Wall Street analysts expect AMD to report earnings of $0.48 per share for Q2, down 30% from the year-ago quarter. Meanwhile, analysts project Q2 revenues at $7.41 billion, according to the TipRanks Analyst Forecasts Page. The figure marks a year-over-year increase of about 27%.
Is AMD a Good Stock to Buy?
On TipRanks, AMD stock has a Moderate Buy consensus rating based on 25 Buys and 10 Holds assigned in the last three months. The average AMD price target of $144.45 suggests a downside potential of 7.99% from its current price. Year-to-date, shares of the company have gained about 30%.
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Donald Trump freezes export controls to secure trade deal with China
The US has frozen restrictions on technology exports to China to avoid hurting trade talks with Beijing and help President Donald Trump Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Rare Earth Magnets Market Report 2026-2036, with Detailed Analysis of 29 Leading Companies Across the Rare Earth Magnet Value Chain
In 2025, the rare earth magnet market faces unprecedented pressures due to geopolitical tensions, supply chain disruptions, and soaring demand from emerging technologies such as electric vehicles and robotics. China's export controls have particularly impacted industries like defense and Tesla's humanoid robots, causing significant ripple effects worldwide. The U.S.'s strategic interventions, including a $400 million investment in MP Materials and Apple's $500 million recycling partnership, highlight efforts to lessen dependency on Chinese exports. The demand for rare earth magnets, valued at $19 billion, continues to grow, underscoring the necessity for alternative technologies and robust domestic supply chains. The report examines the entire supply chain, from mining to recycling, and profiles key industry players. Dublin, July 28, 2025 (GLOBE NEWSWIRE) -- The "Global Rare Earth Magnets Market 2026-2036" report has been added to offering. The rare earth magnet market stands at a critical juncture in 2025, shaped by unprecedented geopolitical tensions, supply chain disruptions, and explosive demand growth from emerging technologies. The industry's strategic importance has become paramount as governments and corporations recognize these materials as essential infrastructure for the global energy transition and technological advancement. The most significant recent development has been China's implementation of export controls on rare earth magnets beginning in April 2025, which triggered immediate supply chain disruptions across multiple industries. China's rare earth magnet exports to the United States experienced dramatic volatility, with shipments initially halted before surging 660% in June 2025 following trade negotiations. This rebound, while substantial, still leaves overall 2025 exports trailing previous year levels, demonstrating the fragility of current supply arrangements. The export restrictions particularly impacted critical applications including defense systems, electric vehicles, and emerging technologies like Tesla's Optimus humanoid robots. Ford halted production at its Chicago plant due to magnet shortages, while companies across industries depleted stockpiles while scrambling for alternative sources. Despite a temporary trade framework announced in June 2025, implementation remains problematic with companies facing ongoing uncertainty about future supply availability. The crisis has accelerated fundamental restructuring of global rare earth magnet supply chains. The U.S. Department of Defense's $400 million investment in MP Materials represents the largest government intervention in the sector, aimed at creating domestic magnet production capabilities. MP Materials has strategically halted all rare earth exports to China as of April 2025, redirecting focus toward domestic processing and magnet manufacturing at its Mountain Pass facility. Apple's $500 million partnership with MP Materials for recycling facility development exemplifies industry efforts to build resilient domestic supply chains. These initiatives reflect growing recognition that supply chain diversification requires comprehensive investment across the entire value chain, from mining through final magnet production. However, analysts warn that developing complete alternatives to Chinese capabilities will require years rather than months, given the complex separation and processing technologies involved. Market fundamentals remain exceptionally strong despite supply disruptions. Global rare earth magnet demand approaches 385,000 tonnes annually in 2025, valued at approximately $19 billion, with compound annual growth of 7.8% driven primarily by automotive electrification and renewable energy deployment. Emerging applications promise even more dramatic growth. Robotics, currently a small demand category, is forecast to become the single largest driver of neodymium-iron-boron (NdFeB) magnet consumption by 2040, driven by professional service robots in manufacturing, hospitality, and transportation. The humanoid robotics sector alone could require massive magnet quantities as production scales toward potential deployment of billions of units. Rising costs and supply uncertainty are driving intensive research into alternative magnet technologies. Cerium-based formulations are gaining attention as substitutes for dysprosium-enhanced magnets, with cerium offering advantages as a light rare earth element avoiding current export restrictions. Companies like Volkswagen's Scout Motors are exploring magnet-free motor designs, while automakers broadly investigate reduced-magnet architectures. However, these alternatives often involve performance trade-offs that limit applicability in high-performance applications. The concept of "demand destruction" through technological substitution represents a long-term market risk, but near-term demand growth from electrification continues to outpace substitution efforts. The rare earth magnet market's evolution represents a fundamental shift from commodity trading toward strategic resource management, with profound implications for global technology deployment, national security, and the pace of energy transition. Success in navigating these challenges will determine which nations and companies maintain technological leadership in the emerging clean energy economy. The Global Rare Earth Magnets Market 2026-2036 report provides the most comprehensive analysis of the rapidly evolving rare earth permanent magnet industry, delivering critical insights into market dynamics, supply chain vulnerabilities, technological innovations, and strategic opportunities across key application sectors. This authoritative 270-page plus report combines deep technical expertise with extensive market research to deliver actionable intelligence for stakeholders navigating the complex rare earth magnet ecosystem. As global demand for high-performance magnetic materials accelerates driven by electrification megatrends, renewable energy deployment, and emerging technologies including humanoid robotics, the rare earth magnet market faces unprecedented supply chain challenges and strategic realignment. With China's dominant position in production and processing creating geopolitical risks, alternative supply chain development has become a critical priority for governments and corporations worldwide. This report examines the complete rare earth magnet value chain from mining and separation through metallization, manufacturing, and recycling, providing detailed analysis of production capacity forecasts, demand projections by application segment, technological innovation pathways, and strategic recommendations for market participants. The analysis covers neodymium-iron-boron (NdFeB) and samarium-cobalt (SmCo) permanent magnet technologies across automotive, wind energy, consumer electronics, data centers, robotics, medical imaging, aerospace, marine, and industrial automation applications. Report contents include: Critical materials classification and rare earth magnet technology fundamentals Global market sizing, demand projections, and geographic distribution analysis Supply chain architecture assessment and strategic implications Regulatory environment evolution and policy framework impact Supply Chain and Value Chain Analysis Complete value chain structure from mining through magnet manufacturing Geographic production stage distribution and regional cluster development Market entry barriers, implementation challenges, and competitive dynamics 2025 export restriction impact assessment on dysprosium, terbium, and NdFeB alloys Rare Earth Mining and Production Global mining landscape with detailed regional development analysis North American, Australian, European, South American, and African project pipelines Hard rock versus ionic clay deposit comparison and processing technologies Mining economics, financial modelling, and resource discovery lifecycle analysis Processing and Separation Technologies Comprehensive processing technology comparison including hydrometallurgical and bioleaching methods Solvent extraction, chromatography, and multi-line separation system analysis Global processing capacity forecasts and geographic distribution projections Technology innovation roadmap and development priorities Magnet Manufacturing and Technology Metallization process fundamentals and global capacity control analysis NdFeB and SmCo magnet technology comparison and performance characteristics Sintered and bonded magnet manufacturing processes and innovation developments Grade classification, performance specifications, and cost structure analysis Application Market Analysis Electric vehicle and e-mobility market demand forecasts with motor technology assessment Wind energy sector analysis including turbine technology and magnet requirements Consumer electronics, data centers, and hard disk drive market dynamics Robotics and humanoid robot technology platform analysis Medical imaging, aerospace, marine, and industrial automation applications Recycling Technologies and Circular Economy Short-loop and long-loop recycling technology comparison and performance analysis Feedstock sources, pre-processing challenges, and automation integration Market barriers assessment and industry outlook through 2036 Value chain evolution and circular supply chain development Market Forecasts and Strategic Analysis Production capacity forecasts by geographic region (2026-2036) Demand projections by application segments and materials Supply-demand balance analysis and shortage risk assessment Revenue forecasts, investment opportunities, and risk assessment framework Technology innovation roadmap and competitive dynamics evolution Company Profiles and Competitive Intelligence Detailed analysis of 29 leading companies across the rare earth magnet value chain Strategic positioning, technology focus, and market development initiatives Investment activities, partnership strategies, and capacity expansion plans The report provides comprehensive profiles of 29 leading companies across the rare earth magnet value chain including: Arafura Resources Limited Australian Strategic Materials Ltd (ASM) Carester (Caremag) Cyclic Materials Energy Fuels Inc. Hastings Technology Metals Limited HyProMag Ionic Rare Earths Ionic Technologies JL Mag Lynas Rare Earths Limited MagREEsource Materials Nexus Metalysis MP Materials Corporation Neo Performance Materials Niron Magnetics and more. These profiles examine strategic positioning, technology capabilities, production capacity, market focus, and development initiatives across mining, processing, manufacturing, and recycling operations. For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Connectez-vous pour accéder à votre portefeuille


Forbes
an hour ago
- Forbes
Is Ambient AI A Commodity In Healthcare?
CHINA - 2025/02/11: In this photo illustration, a doximity logo is displayed on the screen of a ... More smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images) Ambient AI is one of the most prominent trends in healthcare technology, particularly among frontline healthcare providers. Tools that can listen in the background and auto-generate clinical notes are reshaping how physicians, NPs, and PAs manage documentation. Until recently, most of these solutions came with steep price tags or complex integrations. Now, Doximity has entered the game with Doximity Scribe, its own AI-powered ambient listening tool—and it's offering it completely free to verified U.S. clinicians. Of course, nothing in this world is truly free. However, in this case, there are no subscriptions, no hidden fees, and no audio data retention—just a strategic move by Doximity to establish itself as the go-to digital platform for clinicians. How It Works Users can access Doximity Scribe on both desktop and mobile. Open the Doximity app and look under the "AI Tools" tab, or go to on your browser. Start Scribe at the beginning of a patient visit. With one tap, it begins to listen securely like a second set of clinically trained ears. As the clinician speaks with the patient, the Scribe captures the clinical conversation in real-time. It filters out small talk and focuses on medically relevant information, such as new symptoms, changes in medication, and key historical points. When the clinician uses Doximity Dialer, Doximity's HIPAA-compliant telehealth tool that allows clinicians to call or video chat with patients from their devices while hiding their number, Scribe integrates directly into the workflow (currently in beta). This setup allows the clinician to conduct the visit and document it on the same screen, eliminating the need to switch between apps or devices. After the encounter, stop or pause the Scribe. It will instantly generate a draft clinical note based on what it heard. Reviewing the note is crucial. Scribe offers a solid first draft, but clinicians must ensure accuracy and completeness. Ultimately, the clinician is the final editor before copying it into their EMR. Final Thoughts Doximity Scribe doesn't replace clinical judgment, but it is free, and it will be interesting to see whether this "free" product will increase adoption. The biggest hurdle is simple: Scribe doesn't integrate with the EMR. Clinicians have to copy and paste notes, which is a challenge. How will the clinician transfer the final note, which is text data from their personal phone or laptop, to a hospital laptop or desktop? It is not an open network where files can be easily air-dropped or connected within the enterprise. The lack of EMR integration remains the most significant hurdle, which is precisely why large health systems tend to opt for fully integrated solutions. Still, smaller healthcare organizations could see real value in using Scribe to save costs without sacrificing quality. The bigger question now is who's next. As Doximity sets the bar by offering a free ambient AI tool, it's only a matter of time before other vendors follow suit.