[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-amd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":194,"suggestedPosts":268},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},110686,"AMD Stock Rose 130% in 2026. BofA Just Raised Its Target to $560 Here’s What the CFO Said That Could Push It Even Higher","2026-06-12T12:50:00","2026-06-12T03:39:16","\u003Cp>Bank of America just raised its AMD price target to $560 and expanded its server CPU market forecast to more than $170 billion. AMD’s CFO laid out the case at BofA’s own conference ten days earlier.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-amd-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>AMD Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $485.63\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Model Target (Mid, Dec. 2030):\u003C\u002Fstrong> ~$1,757 \u003Cem>(model entry: $452.40)\u003C\u002Fem>\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return (Mid):\u003C\u002Fstrong> ~288%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR (Mid):\u003C\u002Fstrong> ~35% \u002F year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q1 2026 Earnings Reaction:\u003C\u002Fstrong> +18.61% (May 5, 2026)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Max Drawdown:\u003C\u002Fstrong> 27.76% (March 3, 2026)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>Advanced Micro Devices (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=168864&tid=2587303&?ref=tikrblog\">\u003Cstrong>AMD\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> had a disorienting stretch even by 2026 standards. The stock dropped nearly 11% on June 5, swept into a chip-sector selloff triggered by Broadcom’s earnings non-raise, then bounced more than 5% three days later. On June 12, the analyst who had spent an hour questioning AMD’s CFO at his firm’s conference ten days earlier raised his price target to $560 and his server CPU market forecast to more than $170 billion.\u003C\u002Fp>\n\n\n\n\u003Cp>The selloff was noise. The upgrade is the story.\u003C\u002Fp>\n\n\n\n\u003Cp>Bank of America’s Vivek Arya raised his AMD target to $560 from $500, named AMD his top CPU pick, and cited the upcoming Venice launch at AMD’s Advancing AI 2026 event as a near-term catalyst. That event is scheduled for July 22-23 in San Francisco. Arya increased his 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, implying nearly fivefold growth and a \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\">CAGR\u003C\u002Fa> of more than 37% from 2025 to 2030.\u003C\u002Fp>\n\n\n\n\u003Cp>What makes the upgrade compelling is that Arya had just sat across from AMD CFO Jean Hu and Head of IR Matt Ramsay at BofA’s own Global Technology Conference on June 2. What they said in that room explains why he moved the number.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>What AMD’s CFO Said That Street Targets Don’t Fully Reflect\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The existing AMD narrative is established. Q1 2026 revenue came in at $10,253 million, up 38% year-over-year, with the Data Center segment hitting a record $5.8 billion, up 57%, per AMD’s Q1 2026 earnings release. AMD guided Q2 revenue to approximately $11.2 billion, implying around 46% year-over-year growth, and server CPU revenue specifically is expected to grow more than 70% year-over-year in Q2.\u003C\u002Fp>\n\n\n\n\u003Cp>What the June 2 conference added is more granular.\u003C\u002Fp>\n\n\n\n\u003Cp>CFO Jean Hu broke the server CPU market into three buckets. Traditional general-purpose compute is a $25 to $30 billion market with steady, moderate growth. Head nodes, which coordinate communication between servers and GPUs, will grow faster as GPU cluster sizes expand. But the third segment is where Hu placed the emphasis.\u003C\u002Fp>\n\n\n\n\u003Cp>“Agentic AI server racks sit in between the traditional servers and the GPUs,” she said. “Those racks are handling all those different workloads to really make sure all the agentic agents work. That market, whatever, the $120 billion or $200 billion market opportunity, is the majority of that large market.”\u003C\u002Fp>\n\n\n\n\u003Cp>Agentic AI refers to automated multi-step workflows where software agents plan, retrieve data, and chain tasks without human intervention. According to AMD’s own CFO, that segment is not the fringe of the CPU opportunity. It is the center.\u003C\u002Fp>\n\n\n\n\u003Cp>Matt Ramsay, AMD’s Head of IR, connected the thesis directly to product demand. “The order book fills in for the 256-core 2-nanometer Venice parts that are going to launch in a couple of months and be the primary workhorse for next year,” he said. “That’s where we’re seeing the order book really expand.”\u003C\u002Fp>\n\n\n\n\u003Cp>Venice, AMD’s next-generation EPYC CPU built on TSMC’s 2nm process, supports up to 256 Zen 6 cores, a 33% increase over the current Turin generation, targeting AI, cloud computing, and high-performance analytics workloads.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>The Infrastructure Setup Going Into H2 2026\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>AMD’s anchor customer visibility is unusually clear. Both OpenAI and Meta have committed to multi-gigawatt MI450 GPU deployments per AMD’s published press releases, and at the June 2 conference, Hu confirmed both customers are now forecasting above AMD’s original 2027 plan. The Helios rack, AMD’s first rack-scale AI system, is on track for a Q3 2026 production ramp, with Ramsay describing “a pretty significant jump in Q4 revenue.”\u003C\u002Fp>\n\n\n\n\u003Cp>On server CPUs, AMD reached a record 46.2% of x86 server CPU revenue share in Q1 2026, according to Mercury Research, up from 41.3% in Q4 2025. That share gain was confirmed directly by Hu at the conference, who said AMD got to “like 46%” on a value share basis.\u003C\u002Fp>\n\n\n\n\u003Cp>The \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">free cash flow\u003C\u002Fa> picture confirms the business is converting AI demand into cash. AMD generated $7,173.38 million in LTM levered free cash flow per TIKR, up from $2,304.25 million two years prior. TIKR consensus estimates project free cash flow growing to around $8.3 billion for full-year 2026.\u003C\u002Fp>\n\n\n\n\u003Cp>The risk is real and sits in the valuation. AMD’s\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\"> NTM EV\u002FEBITDA\u003C\u002Fa> of 44.5x is more than double the semiconductor peer group mean of around 21x per TIKR’s Competitors data, with Nvidia at 16.1x and Broadcom at 19.0x. The MI450 Helios ramp carries below-corporate gross margins in its early quarters, which Hu acknowledged at the conference. Memory cost inflation is creating headwinds in gaming and consumer PCs. And the June 5 selloff showed how quickly sector sentiment can reprice AMD even when the company’s own fundamentals haven’t changed.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Data-Center-Operating-Revenue-and-Free-Cash-Flow-1_110721c16bd\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Data-Center-Operating-Revenue-and-Free-Cash-Flow-1_110721c16bd.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781235315\u002Fimages\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Data-Center-Operating-Revenue-and-Free-Cash-Flow-1_110721c16bd\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Data-Center-Operating-Revenue-and-Free-Cash-Flow-1_110721c16bd.webp?_i=AA\" alt=\"\" class=\"wp-post-110686 wp-image-110721\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781235315\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">AMD Data Center Operating Revenue & Free Cash Flow \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_Advanced-Micro-Devices-Inc.-AMD-NTM-Total-Enterprise-Value-_-EBITDA_110722260b6\u002FTIKR.com_Advanced-Micro-Devices-Inc.-AMD-NTM-Total-Enterprise-Value-_-EBITDA_110722260b6.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781235340\u002Fimages\u002FTIKR.com_Advanced-Micro-Devices-Inc.-AMD-NTM-Total-Enterprise-Value-_-EBITDA_110722260b6\u002FTIKR.com_Advanced-Micro-Devices-Inc.-AMD-NTM-Total-Enterprise-Value-_-EBITDA_110722260b6.webp?_i=AA\" alt=\"\" class=\"wp-post-110686 wp-image-110722\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781235340\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">AMD NTM EV\u002FEBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for AMD stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-the-premium-justified-what-the-numbers-say\">\u003Cstrong>\u003Cstrong>Is the Premium Justified? What the Numbers Say\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The Street consensus per TIKR sits at 36 Buys, 5 Outperforms, 10 Holds, and 0 Sells across 48 analyst estimates, with a mean price target of $482.69 and a Street high of $665.00. BofA’s freshly raised $560 sits in the middle of that range.\u003C\u002Fp>\n\n\n\n\u003Cp>The case for the premium rests on the revenue trajectory. TIKR consensus estimates project revenue growing around 43% in 2026 to approximately $49.4 billion, followed by around 54% growth in 2027 to approximately $76.2 billion. A company compounding revenue near 50% annually has earned a higher valuation multiple than peers growing at mid-single digits.\u003C\u002Fp>\n\n\n\n\u003Cp>But the current price is already pricing in clean execution. Venice launching on time, Helios ramping at scale into Q4, and MI450 volumes meeting anchor customer forecasts all need to go right simultaneously. Anyone slipping could reprice the stock sharply, even in a strong AI demand environment.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how AMD performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $485.63\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Model Target (Mid):\u003C\u002Fstrong> ~$1,757 \u003Cem>(model entry: $452.40)\u003C\u002Fem>\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return (Mid):\u003C\u002Fstrong> ~288%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR (Mid):\u003C\u002Fstrong> ~35% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2104\" data-public-id=\"images\u002FAMD_valuation_model_11072376404\u002FAMD_valuation_model_11072376404.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2104,c_scale\u002Ff_webp,q_auto\u002Fv1781235357\u002Fimages\u002FAMD_valuation_model_11072376404\u002FAMD_valuation_model_11072376404.webp?_i=AA\" alt=\"\" class=\"wp-post-110686 wp-image-110723\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781235357\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">AMD Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for AMD stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The TIKR mid-case uses a revenue\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\"> CAGR\u003C\u002Fa> of around 42% from 2025 through 2035. The two primary revenue drivers are Data Center AI GPU revenue from the MI450 and Helios ramp, and server CPU revenue from the Turin-to-Venice transition. The margin driver is operating leverage: net income margins are forecast to expand from around 20% at the LTM level toward roughly 35% by 2030 as the high-margin Data Center mix becomes dominant.\u003C\u002Fp>\n\n\n\n\u003Cp>If AMD executes on Helios, Venice ships on time, and the agentic AI rack market expands toward BofA’s $170 billion estimate, the ~$1,757 mid-case target by 2030 could prove conservative. If MI450 ramp volumes disappoint, Venice slips, or the semiconductor multiple compresses toward the peer mean, the downside would be significant even on a growing earnings base.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The most important date on the AMD calendar is July 22, when AMD’s Advancing AI 2026 event opens in San Francisco, and Venice makes its full commercial debut. BofA named that event specifically in its upgrade note today.\u003C\u002Fp>\n\n\n\n\u003Cp>“Good” means Venice ships on schedule, Helios volumes step up meaningfully in Q4, and Q2 revenue lands at or above AMD’s $11.2 billion guidance. “Bad” means a Venice slip, MI450 volumes below anchor customer forecasts, or margin compression exceeding guidance.\u003C\u002Fp>\n\n\n\n\u003Cp>The TIKR mid-case of ~$1,757 by December 2030 suggests BofA’s $560 target is a 12-month number, not a destination. July 22 is when the market gets its first real read on whether that longer path is intact.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-amd\">Should You Invest in AMD?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>AMD\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>AMD\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze AMD on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1582,"en","\u002Fblog\u002Famd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","amd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","images\u002F7-2_11069649f24\u002F7-2_11069649f24","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234140\u002Fimages\u002F7-2_11069649f24\u002F7-2_11069649f24.png?_i=AA",{"altText":165,"imageCredit":166},"AMD Stock Rose 130% in 2026. BofA Just Raised Its Target to $560 Here’s What the CFO Said That Could Push It Even Higher","@Alexander's Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Bank of America just raised its AMD price target to $560 and expanded its server CPU market forecast to more than $170 billion. AMD’s CFO laid out the case at BofA’s own conference ten days earlier.",{"title":153,"description":188,"twitterTitle":153,"twitterDescription":188,"author":168,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":190,"twitterData1":191,"ogTitle":153,"ogDescription":188,"ogUrl":160,"ogImage":163,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Bank of America just raised its AMD price target to $560 and expanded its server CPU market forecast to more than $170 billion. AMD’s CFO laid out the case at BofA’s own conference ten days earlier.","TIKR.com","Est. reading time","9 minutes",1200,630,[195,208,223,238,253],{"id":183,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":202,"author":203,"categories":205,"relatedPosts":207},"Marvell Technology Surged Over 90% in Two Weeks. Here's Where the Stock Could Go","2026-06-12 12:40:00","Marvell Technology nearly doubled in two weeks after record Q1 earnings, a $2 billion NVIDIA investment, and Jensen Huang calling it \"the next trillion-dollar company\" at COMPUTEX 2026. ",1498,"\u002Fblog\u002Fmarvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go","marvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go",{"altText":196},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":204},[],[206],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":209,"date":210,"excerpt":211,"wordCount":212,"uri":213,"slug":214,"cloudinaryAssetId":215,"featuredImageOriginalUrl":216,"featuredImageMetadata":217,"author":218,"categories":220,"relatedPosts":222},"Lam Research Has Hit All-Time Highs. Here's Why the Cycle May Just Be Getting Started","2026-06-12 12:30:00","Lam Research just broke to all-time highs on a wave of analyst upgrades and record earnings. But the most important signal came from the CFO at the Bank of America Technology Conference, where he described customer demand conversations as the most robust he has seen in his entire career.",1580,"\u002Fblog\u002Flam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","lam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","images\u002F6-2_1106950b453\u002F6-2_1106950b453","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234128\u002Fimages\u002F6-2_1106950b453\u002F6-2_1106950b453.png?_i=AA",{"altText":209},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":219},[],[221],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":224,"date":225,"excerpt":226,"wordCount":227,"uri":228,"slug":229,"cloudinaryAssetId":230,"featuredImageOriginalUrl":231,"featuredImageMetadata":232,"author":233,"categories":235,"relatedPosts":237},"KLA Corporation Surged 12% Ahead of Its Stock Split. Here's What the Roadmap Means for Investors","2026-06-12 12:20:00","KLA Corporation surged 12.29% on June 11, the session before its 10-for-1 stock split took effect, pushing past its 52-week high. A wave of analyst upgrades followed the BofA Tech Conference, where CFO Bren Higgins signaled the 2026 wafer equipment market could exceed $140 billion and 2027 could be even stronger.",1419,"\u002Fblog\u002Fkla-corporation-surged-12-ahead-of-its-stock-split-heres-what-the-roadmap-means-for-investors","kla-corporation-surged-12-ahead-of-its-stock-split-heres-what-the-roadmap-means-for-investors","images\u002F5-2_110694407ac\u002F5-2_110694407ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234125\u002Fimages\u002F5-2_110694407ac\u002F5-2_110694407ac.png?_i=AA",{"altText":224},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":234},[],[236],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":239,"date":240,"excerpt":241,"wordCount":242,"uri":243,"slug":244,"cloudinaryAssetId":245,"featuredImageOriginalUrl":246,"featuredImageMetadata":247,"author":248,"categories":250,"relatedPosts":252},"Applied Materials Stock Surged 10% This Week After a $650 Analyst Target. Is the AI Upcycle Already Priced In?","2026-06-12 12:10:00","Applied Materials surged more than 10% on June 11 after Cantor Fitzgerald set a new $650 Street-high price target, citing bookings visibility stretching into 2028. The stock is now up more than 75% year to date and already trading above the TIKR mid-case target to 2030. ",1428,"\u002Fblog\u002Fapplied-materials-stock-surged-10-this-week-after-a-650-analyst-target-is-the-ai-upcycle-already-priced-in","applied-materials-stock-surged-10-this-week-after-a-650-analyst-target-is-the-ai-upcycle-already-priced-in","images\u002F4-3_11069344e9a\u002F4-3_11069344e9a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234119\u002Fimages\u002F4-3_11069344e9a\u002F4-3_11069344e9a.png?_i=AA",{"altText":239},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":249},[],[251],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":260,"featuredImageOriginalUrl":261,"featuredImageMetadata":262,"author":263,"categories":265,"relatedPosts":267},"SanDisk Stock Has Surged 40% This Month. Here's What's Driving It Higher","2026-06-12 12:00:00"," SanDisk (SNDK) has climbed roughly 40% in the past month, powered by a Morgan Stanley upgrade and fresh AI inference demand spelled out at the Mizuho Technology Conference. ",1388,"\u002Fblog\u002Fsandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","sandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","images\u002F2-3_110691d2590\u002F2-3_110691d2590","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234109\u002Fimages\u002F2-3_110691d2590\u002F2-3_110691d2590.png?_i=AA",{"altText":254},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":264},[],[266],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[269,288,302,317,332,347,366,381,398,412,427,445],{"id":183,"title":270,"date":210,"excerpt":271,"wordCount":272,"uri":273,"slug":274,"cloudinaryAssetId":275,"featuredImageOriginalUrl":276,"featuredImageMetadata":277,"author":278,"categories":282,"relatedPosts":287},"Caris Life Sciences Stock's Gross Margin Story: From 38% to 65% in Seven Quarters and What Comes Next","Caris Life Sciences stock's gross margins expanded from 38% to 65% in seven quarters. The operating cost structure barely moved.",1450,"\u002Fblog\u002Fcaris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","caris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","images\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781242941\u002Fimages\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1.png?_i=AA",{"altText":270},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":281},"Gian Estrada","giantikr",[],[283],{"name":284,"slug":285,"uri":286,"description":171,"postsCount":183},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":289,"date":255,"excerpt":290,"wordCount":291,"uri":292,"slug":293,"cloudinaryAssetId":294,"featuredImageOriginalUrl":295,"featuredImageMetadata":296,"author":297,"categories":299,"relatedPosts":301},"MercadoLibre Stock Posts Fastest Revenue Growth in Four Years: Should You Buy Now?","MercadoLibre's credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.",1473,"\u002Fblog\u002Fmercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","images\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781235406\u002Fimages\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837.png?_i=AA",{"altText":289},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":298},[],[300],{"name":284,"slug":285,"uri":286,"description":171,"postsCount":183},[],{"id":183,"title":303,"date":304,"excerpt":305,"wordCount":306,"uri":307,"slug":308,"cloudinaryAssetId":309,"featuredImageOriginalUrl":310,"featuredImageMetadata":311,"author":312,"categories":314,"relatedPosts":316},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":303},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":313},[],[315],{"name":284,"slug":285,"uri":286,"description":171,"postsCount":183},[],{"id":183,"title":318,"date":319,"excerpt":320,"wordCount":321,"uri":322,"slug":323,"cloudinaryAssetId":324,"featuredImageOriginalUrl":325,"featuredImageMetadata":326,"author":327,"categories":329,"relatedPosts":331},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":318},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":328},[],[330],{"name":284,"slug":285,"uri":286,"description":171,"postsCount":183},[],{"id":183,"title":333,"date":334,"excerpt":335,"wordCount":336,"uri":337,"slug":338,"cloudinaryAssetId":339,"featuredImageOriginalUrl":340,"featuredImageMetadata":341,"author":342,"categories":344,"relatedPosts":346},"Why Cloudflare Stock Looks Undervalued After Its Q1 2026 Developer Platform Results","2026-06-12 10:00:00","Cloudflare stock's fastest revenue growth in six quarters masks a gross margin compression that makes the $701 TIKR target conditional.",1603,"\u002Fblog\u002Fwhy-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","why-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","images\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781231486\u002Fimages\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834.png?_i=AA",{"altText":333},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":343},[],[345],{"name":284,"slug":285,"uri":286,"description":171,"postsCount":183},[],{"id":183,"title":348,"date":349,"excerpt":350,"wordCount":351,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":358,"categories":360,"relatedPosts":365},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":357},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":359},[],[361],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":367},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":395,"relatedPosts":397},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":382},{"name":392,"slug":393,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":394},"Aditya Raghunath","adityatikr",[],[396],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":399,"date":400,"excerpt":401,"wordCount":402,"uri":403,"slug":404,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":405,"featuredImageMetadata":406,"author":407,"categories":409,"relatedPosts":411},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":399},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":408},[],[410],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":413,"date":414,"excerpt":415,"wordCount":416,"uri":417,"slug":418,"cloudinaryAssetId":419,"featuredImageOriginalUrl":420,"featuredImageMetadata":421,"author":422,"categories":424,"relatedPosts":426},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":413},{"name":279,"slug":280,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":423},[],[425],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":428,"date":429,"excerpt":430,"wordCount":431,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":444},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":428},{"name":392,"slug":393,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":438},[],[440],{"name":441,"slug":442,"uri":443,"description":171,"postsCount":183},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":446,"date":447,"excerpt":448,"wordCount":449,"uri":450,"slug":451,"cloudinaryAssetId":452,"featuredImageOriginalUrl":453,"featuredImageMetadata":454,"author":455,"categories":457,"relatedPosts":459},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":446},{"name":392,"slug":393,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":456},[],[458],{"name":441,"slug":442,"uri":443,"description":171,"postsCount":183},[]]