Top Semiconductor Stocks Recommended by Five-Star Analysts

Wall Street's top analysts are doubling down on semiconductor stocks, highlighting three key players with significant upside potential. Advanced Micro Devices (AMD), Micron Technology, and Western Digital have all received bullish upgrades, reflecting strong confidence in the sector's growth trajectory.

Mizuho Securities sees AMD's high-performance chips gaining market share against Nvidia, raising its price target to $275—a 23% premium to current levels. Memory specialist Micron scored an even more aggressive upgrade from Exane BNP Paribas, with its target jumping 170% to $270 on booming demand for DRAM and NAND solutions.

The recommendations arrive as semiconductor demand surges across gaming, AI infrastructure, and enterprise storage. While the report focuses on traditional equities, the underlying tech—especially in data center applications—has direct implications for cryptocurrency mining hardware and blockchain infrastructure development.