Key facts: Citigroup Upgrades AMD to Buy; Analyst Sees GPU Share Gains — TradingView News
- Citigroup upgraded AMD to Buy and raised its target to $575, citing a bigger GPU market, major Meta Instinct GPU deals, ramp in H2 2026, and higher 2026–28 EPS vs. consensus. 1 2 3
- Analyst Malik says AMD may become a major second GPU supplier, expects strong GPU sales to big clients like Meta, and believes AMD could gain more GPU market share than priced in. 4
