Thanks for signing up for DividendStocks.com! It's the daily newsletter built for dividend and income investors. Before we can begin sending your daily updates, there’s one quick step left. Please confirm your subscription using the link below so our emails reach your inbox. Click Here to Confirm Your Subscription to DividendStocks.com Here’s a small glimpse of what you’ll get access to: Dividend Stock Ideas — Each newsletter features dividend stocks with high yields, sustainable payouts, and strong growth potential. Ex-Dividend Stocks — Want to capture upcoming dividend payouts? Find out which stocks are going ex-dividend this week. Market News and Events — Stay in the loop on the latest developments impacting popular dividend names like AT&T, Exxon Mobil, IBM, Procter & Gamble, and Verizon. Bonus: As a thank-you for confirming, you’ll also receive a free PDF copy of Automatic Income, our popular guide to building wealth through dividend investing. Let’s get your dividend journey started! Discover Top Income-Generating Stocks Here See you in your inbox soon, The DividendStocks.com Team P.S. Don’t miss out click here to verify your subscription and secure your daily dividend insights and your free investing guide!
More Reading from MarketBeat AMD Rebound Begins: It's Not Too Late to Get InAuthor: Thomas Hughes. Date Posted: 1/20/2026. 
What You Need to Know - Advanced Micro Device's rebound is underway; it's not too late to get in.
- Analysts and institutional activity underpin a robust outlook for stock price gains.
- The catalyst driving the move is still ahead, and analysts' growth forecasts may be too low.
Advanced Micro Devices (NASDAQ: AMD)'s late-2025 sell-off appears to have found a bottom in early 2026, suggesting a robust rebound may be underway. A 15% gain in the second week of 2026 could be only the beginning; a larger move may be driven by the upcoming MI450 product launch later this year. JC Parets has spent more than 20 years tracking the market's most important technical signals, and he's now warning that a key date on the calendar could mark the next major turning point for stocks. After calling the 2008 crash, the 2020 collapse, and the exact bottom in 2022, he's sounding the alarm again — and he's sharing the specific day he believes investors need to prepare for. See JC's latest market forecast here The MI450 rollout will put Advanced Micro Devices in direct competition with NVIDIA (NASDAQ: NVDA) for the hyperscale GPU business, a market worth potentially hundreds of billions in revenue. Analysts and market participants are still unsure how to price in this catalyst, but it could accelerate AMD's growth into triple-digit percentage territory and sustain elevated growth for several quarters.  Current revenue growth forecasts for AMD look conservative. Analysts expect roughly 30% growth in fiscal 2026 with only modest acceleration in fiscal 2027. If those forecasts are too low, the stock is positioned for a persistent bullish revision cycle. That revision cycle may already be starting—after a late-2025 reset, forecasts began to rise in early 2026. On that basis, AMD trades at about 60x its 2025 forecast but only 10x its 2030 consensus, implying roughly 100% upside to reach the average S&P 500 valuation and 200%+ to match blue-chip tech peers. Analyst Sentiment Trends Support AMD's Robust Upside Outlook While analyst price-target revisions moderated in late 2025, January activity has been bullish: two initiations produced a combined Moderate Buy rating and a $260 price target, reinforcing the prevailing trend. Coverage continues to expand—up more than 40% year-over-year in early January—and the consensus Moderate Buy rating is firming. Buy-side bias sits at 73%, the midpoint of analyst price targets implies about 20% upside, and the high end suggests roughly 65% upside. Key catalysts that could drive sentiment and price include AMD's Q4 earnings release scheduled for early February and the MI450 launch later in 2026. Consensus forecasts for Q4 2025 appear conservative: year-over-year growth is expected to slow to the mid-20% range, and recent revisions have been mixed. The likely outcome is that results will outperform consensus and be reinforced by solid guidance. Reports suggest MI450 could be released in the first half of 2026, followed by a rapid deployment ramp. Deals with OpenAI and Oracle (NYSE: ORCL) could generate billions in revenue, with initial realization as soon as Q3 2026 and further ramps in subsequent quarters as production and follow-on deals progress. Forecasts for GPU demand vary but have generally strengthened over the past few months. RBC's mid-January update projects the GPU market could more than double over the next 2.5 years to about $550 billion, with rising backlogs improving long-term visibility. The push toward model deployment and memory-intensive inference is a key driver, and HBM4—used prominently in AMD's MI450 lineup—is a critical component. HBM4 provides the capacity and performance required for advanced workloads; AMD's MI450 design and high-density rack configuration are expected to deliver roughly 1.5 times the memory and bandwidth of competing GPUs. Advanced Micro Devices Positioned to Retest All-Time Highs January price action has AMD positioned to advance another 15% and retest its all-time highs, with trends and the outlook suggesting a new record could be reached. Even if AMD remains range-bound in the near term, more potent catalysts remain ahead, so the long-term bullish case stays intact. If the market sets a new high in early 2026, a move into the upper end of analyst targets is likely—potentially as high as $320 based on technical projections.
|