Rosenblatt polled its analysts for top picks in first half of 2025: AMD and Micron. AMD has potential for double-digit market share in AI and GPU, while Micron has opportunity for DRAM growth in AI platforms. Frankel maintains Buy ratings and price targets of $250 for both.
Latest Ratings for AMD
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Feb 2022 | Bernstein | Upgrades | Market Perform | Outperform |
| Feb 2022 | Daiwa Capital | Upgrades | Outperform | Buy |
| Feb 2022 | Mizuho | Maintains | Buy |
