Bank of America Securities has maintained a Buy rating on Advanced Micro Devices Inc. (AMD) and raised its price target to $200 from $175 ahead of the company's earnings report scheduled for August 5, 2025. The firm highlighted potential resumption of AI-related shipments to China in the second half of the year, which could add approximately $0.7 billion to $1 billion to calendar year 2025 AI GPU sales. Additionally, Bank of America anticipates AMD's CPU market share could exceed 30% by 2026, supported by a notable pricing advantage over Intel Corporation (INTC). Other analysts have also revised their price targets upward: Susquehanna raised its target to $210 from $135, maintaining a Positive rating and citing strong demand for MI308 and MI350 GPUs and boosting 2025 data center GPU revenue estimates to over $7 billion. Morgan Stanley increased its price target to $185 from $121 while maintaining an Equal Weight rating, noting stronger AI and PC demand lifting near-term visibility. Meanwhile, DZ Bank downgraded AMD to Sell with a $150 target. These adjustments reflect broad analyst optimism on AMD's AI and PC market prospects as the company approaches its upcoming quarterly results.