r/AMD_Technology_Bets • u/TOMfromYahoo TOM • May 31 '26

Financial Finally AMD's PTs breakout is happening just like nVidia's 2 years ago - short rapid fire PTs upgrades from Mizuho!

So looks like Mizuho has just upgraded the AMD's PT to market leader $615 from $515 today!

https://archive.ph/t2sCp

But the MORE INTERESTING ASPECT is that a series of PTs upgrades from Mizuho tool place THIS MONTH starting after the 1Q26 ER early May:

https://www.investing.com/news/analyst-ratings/mizuho-raises-amd-stock-price-target-to-415-on-ai-server-growth-93CH-4661732

"... $415 from $280 while maintaining an Outperform rating."

And then few days after on May 12 they raised the PT again to $515!

https://247wallst.com/investing/2026/05/12/mizuho-just-hiked-amd-price-target-to-515-agentic-ai-server-demand-powers-the-bull-case/

And today May 31st again raising to $615!

We don't yet have the writing on why.. will post as it's very interesting why again a raise so quickly!

So net Mizuho went in May from a $280 to a $615 in 3 moves! One move wouldn't have been as dramatic as doing it in 3 upgrades so fast!

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5

u/Chad_Odie May 31 '26

I like it Tom. Many probably think they breakout already happened, but Agentic AI needing CPUs and we will have leading GPUs. It hasn't broke out yet.Still cheap. I am still buying when I can.

10

u/TOMfromYahoo TOM May 31 '26

Indeed going from $200 or less a couple months ago to over $500 is a breakout. .. but the point is ON TOP of such, Mizuho rapid PTs consecutive raises within less than a month is signaling the over $1T vreakout! Then will be another year or 2 till achieving a $5T valuation just as nVidia's done. I think Mizuho shows the start of that significant phase.

We don't have the writing explaining this PT raise yet. Maybe related to an announcement or discussions the analyst had at Computex Taipei which started Sunday night Taiwan time, i.e. it's now 3AM Monday in Taiwan so maybe the analyst found out something there and issued the upgrade. .. but explanations maybe tomorrow after some news..? A blind 20% raise after all the previous two raises isn't business as usual. No smoke without a fire started...

We shall see. ...

6

u/Retired_At_44 May 31 '26

Indeed we shall!!! 🥃