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MarketBeat highlights analyst upside tied to AMD Helios ramp
The Helios rack-scale AI systems are expected to ramp this quarter, MarketBeat said, with potential spillover to AMD ecosystem partners including Broadcom, Hewlett Packard Enterprise, Astera Labs, and Core Scientific.
MarketBeat Ratings pointed to Advanced Micro Devices Helios rack-scale AI systems as a near-term catalyst, saying the systems are set to ramp this quarter.
In addition to AMD, the outlet linked potential benefits to several ecosystem partners, including Broadcom, Hewlett Packard Enterprise, Astera Labs, and Core Scientific, citing analyst views and price targets.
MarketBeat also noted that AMD currently carries a Moderate Buy rating among analysts, while it framed other stocks as more favored by top-rated analysts in its subscription-only list.
The article_text did not provide specific earnings figures or formal guidance, but it emphasized growing attention on AI infrastructure tied to Helios as the basis for its bullish take.