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Wedbush Analyst Favors AMD Over SMCI in AI Hardware Race Ahead of Earnings

Wedbush Analyst Favors AMD Over SMCI in AI Hardware Race Ahead of Earnings

Author:

Global Cryptocurrency

Published:

2025-10-30 12:19:02

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Advanced Micro Devices (AMD) and Super Micro Computer (SMCI) take center stage as earnings reports loom, with Wedbush's top analyst Dan Ives placing his bets on the semiconductor giant. Maintaining an Outperform rating on AMD with a $270 price target, Ives cites strong demand for MI300 AI chips and growing enterprise adoption as key drivers. The firm retained AMD on its elite "Ives AI 30" list, reinforcing its position as a Core AI play.

Super Micro Computer receives a more cautious Neutral rating despite its server market presence. The divergence reflects Wedbush's conviction in chipmakers over hardware assemblers in the AI value chain. With Ives ranking among TipRanks' top 3% of analysts, his 16.4% average return on ratings lends weight to the call.

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