AMD price target raised to $225 from $200 at Bernstein

Core Viewpoint - Bernstein analyst Stacy Rasgon has raised the price target for AMD to $225 from $200 while maintaining a Market Perform rating ahead of quarterly results [1] Group 1: Price Target and Rating - The price target for AMD has been increased to $225 from $200 [1] - Bernstein maintains a Market Perform rating on AMD shares [1] Group 2: Financial Estimates - The firm is adjusting estimates to reflect better server and weaker PC assumptions [1] - AMD's Q4 2025 is now modeled at $9.7 billion in revenue and $1.31 in earnings per share, slightly up from previous estimates of $9.6 billion and $1.30 [1] - The new estimates are mostly in line with consensus expectations of $9.6 billion in revenue and $1.32 in earnings per share [1]