Piper Sandler coverage: analyst models 50% revenue CAGR and 65% EPS CAGR to 2030 for AMD

Piper Sandler’s initiation and modelling are notable for market expectations but represent analyst projections rather than company filings or confirmed transactions.

In this brief: 3 sections 1 min read

- Initiation by David O’Connor, Overweight rating, $600 price target reported
- Target is based on a 24x multiple of fiscal 2028 estimated earnings per the article
- Revenue modeled at ~50% CAGR for FY26–30
- EPS modeled to compound ~65% to reach an estimate cited in the article
- Cited evidence: reported Q2 results and claimed anchor customers for Helios (OpenAI, Meta, Anthropic) as per the write‑up
- Piper calls out an $800m export‑related inventory charge in the year‑ago quarter that affects margin comparisons
- Analyst outcome depends on sustaining margins and cash conversion; projections are forecasts not company guidance

Read full analysis on insidermonkey.com

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