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This Week's Featured News AMD Rebound Begins: It's Not Too Late to Get InAuthored by Thomas Hughes. Originally Published: 1/20/2026. 
What You Need to Know - Advanced Micro Device's rebound is underway; it's not too late to get in.
- Analysts and institutional activity underpin a robust outlook for stock price gains.
- The catalyst driving the move is still ahead, and analysts' growth forecasts may be too low.
Advanced Micro Devices (NASDAQ: AMD)'s late-2025 sell-off appears to have found a bottom in early 2026, suggesting a robust rebound may be ahead. The roughly 15% gain in the second week of 2026 could be the start of a larger move driven by a key upcoming catalyst—the launch of its MI450 products later this year. On September 14th, 2023, something big happened that didn't make the news. The price gap between London gold and Shanghai gold blew out to $120 an ounce. For years, that gap was a few dollars, maybe $5 or $10. A 20x jump in seconds isn't a glitch, it's the system breaking. Traders tried to buy gold in London to sell in Shanghai, but hit a wall. The London vaults were empty. Since that day, gold has hit 53 all-time highs. One stock is positioned to capture the bulk of this wealth transfer. See the full story on this opportunity now. The launch will put Advanced Micro Devices in direct competition with NVIDIA (NASDAQ: NVDA) for the hyperscale GPU business, a market worth hundreds of billions of dollars. Analysts and market participants are still figuring out how to price this catalyst, but it could accelerate AMD's growth into the triple-digit percentage range and sustain that pace for several quarters. 
At present, AMD's revenue growth forecasts for early 2026 look conservative. Analysts currently expect about 30% growth in fiscal 2026 with only a mild acceleration in fiscal 2027. If those forecasts are too low, the stock could enter a sustained bullish revision cycle. That revision cycle may already be starting: after a late-2025 reset, forecasts began rising in early 2026. Under those projections, AMD trades at roughly 60x its 2025 forecast but only about 10x its 2030 consensus—implying roughly 100% upside to reach the average S&P 500 valuation and 200%+ to match blue‑chip tech peers. Analyst Sentiment Trends Support AMD's Robust Upside Outlook Although analyst price-target activity moderated in late 2025, early January activity was bullish: two initiations produced a combined Moderate Buy rating and a $260 target, reinforcing the existing trend. Coverage continues to expand (up more than 40% year-over-year in early January), and the consensus Moderate Buy rating is firming. Buy-side bias sits at 73%, with roughly 20% upside at the midpoint of analyst targets and about 65% at the high end. Near-term catalysts include the Q4 earnings release scheduled for early February and the MI450 launch later in 2026. Q4 2025 forecasts look conservative; recent revisions are mixed, and year-over-year growth is expected to slow to the mid-20% range. The likely outcome is that results will outperform consensus and be bolstered by solid guidance. Reports indicate the MI450 could be released in the first half of 2026, followed by a rapid deployment ramp. Deals with OpenAI and Oracle (NYSE: ORCL) could generate billions in revenue, with initial realization as early as Q3 2026 and stronger contributions in subsequent quarters as production scales and follow-on contracts are announced. Forecasts for GPU demand vary but have strengthened in recent months. RBC's mid‑January update suggests the GPU market could more than double over the next 2.5 years to about $550 billion, with growing backlogs improving long-term visibility. The push toward model deployment and memory‑intensive inference is a key driver, and HBM4—used prominently in AMD's MI450 lineup—is a critical component. HBM4 delivers the capacity and performance required for the most advanced workloads; AMD's MI450 design and high-density rack configuration are expected to provide roughly 1.5× the memory and bandwidth of competing GPUs. Advanced Micro Devices Positioned to Retest All-Time Highs AMD's January price action has positioned the stock to add roughly 15% and retest its all-time highs, with current trends suggesting a new record could be reached. If AMD remains range-bound, potent catalysts are still ahead, so the long-term outlook would remain intact. If the market sets a new high in early 2026, a move into the high end of analyst target ranges is likely—potentially as high as $320, based on technical projections.
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