For example, Craig-Hallum experts propose in the short term to rely on AMD’s quarterly report, which showed not only high demand for brand products in the client segment but also showed a more favorable forecast for the fourth quarter than analysts expected. The Xilinx deal will allow AMD to broaden its reach in the data center component market, as well as open up new market segments with long-term revenue growth prospects, according to the research note.

Like its colleagues, Barclays officials are raising their forecast for AMD to $ 100, preferring to compare the company’s report with Intel’s statements last week. While the latter complained about the decline in operating profit margins in the server segment from 49% to 32%, AMD CEO Lisa Su reported record revenue from sales of server processors in the segment. In her opinion, the EPYC processors of the latest Milan family will be able to spread across the market faster than their predecessors of the Rome generation.

Barclays believes that the deal with Xilinx will allow AMD to enter new markets, reducing its dependence on the PC market, which has been shrinking in absolute terms in recent years. AMD’s positive PC revenue dynamics in recent years are driven by the company’s increased market share. AMD’s long-term prospects, according to analysts, look much better than Intel, as the latter will face various difficulties along the way.