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Piper Sandler’s Harsh Kumar Bullish on AMD Stock Amid Strong Segment Performance
Piper Sandler’s Harsh Kumar Bullish on AMD Stock Amid Strong Segment Performance
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BTCCSquare news:
AMD’s business outlook appears robust across all segments as Q3 approaches, according to Piper Sandler analyst Harsh Kumar. The chipmaker’s pre-quarter call revealed Optimism for H2 2025 and into 2026, with server, client, and GPU segments driving growth.
GPU demand, particularly for Instinct products, is exceeding expectations, with potential upside from China license approvals and broader AI capex trends. Kumar projects a $1 billion sequential revenue increase in Q3. Client segment revenue grew 70% YoY in H1 2025, led by desktop sales.
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