Citi Names AMD as Top Semiconductor Stock After Analyst Day

NEW YORK, NY — Citi has identified Advanced Micro Devices (AMD) as the leading company in the semiconductor sector. Following a positive response from investors during its recent Analyst Day, AMD is noted for having the strongest earnings growth potential among major chip manufacturers.

According to Citi analyst Christopher Danely, AMD has seen significant buying interest after presenting ambitious long-term targets. The company aims for a revenue compound annual growth rate (CAGR) exceeding 35% and an adjusted earnings per share (EPS) of over $20. This forward-looking strategy positions AMD favorably in the rapidly evolving $1 trillion compute market.

Investor sentiment surrounding the semiconductor industry appears mixed. While Nvidia (NVDA) remains a significant player in the AI field, it is no longer considered the top choice among investors. Broadcom (AVGO) continues to attract attention, but investors lack clarity regarding its future growth, especially concerning its Tensor Processing Unit (TPU) chips.

Nvidia is scheduled to release its fiscal Q3 2026 results on November 19. Analysts predict earnings of $1.25 per share, reflecting a 53% increase year-over-year, with revenues expected to reach $54.85 billion, up 56% from the same period last year. In comparison among the leading stocks, as investors reassess their options in the semiconductor market, AMD stands out as the top pick, benefiting from strategic growth plans and solid investor confidence.