Analyst Price Target News: AMD, Toast – August 6th, 2025

By: Matthew Otto

AMD Reports Q2 Revenue of $7.69 Billion; Maintains AI Focus Amid Export Constraints

Advanced Micro Devices (AMD) reported its financial results for the second quarter of 2025, posting $7.69 billion in revenue. This exceeded the consensus estimate of $7.41 billion and represented a 32% increase from the same quarter last year.

AMD reported earnings per share of $0.48, in line with analyst expectations. Net income reached $872 million, up from $265 million a year earlier. However, AMD recorded an operating loss of $134 million. Gross margin fell to 40% from 49% in the prior-year period, impacted by approximately $800 million in inventory and related charges associated with U.S. export restrictions on the company’s MI308 data center GPUs. Without these charges, AMD indicated that gross margin would have been approximately 54%.

Performance across segments was mixed. The Data Center segment reported $3.2 billion in revenue, up 14% year-over-year, supported by increased EPYC CPU demand. The Client and Gaming segment delivered $3.6 billion, a 69% increase, with Client revenue reaching a record $2.5 billion and Gaming revenue rising 73% to $1.1 billion. The Embedded segment declined 4% to $824 million.

For the third quarter, AMD projected revenue of approximately $8.7 billion, plus or minus $300 million, compared to the consensus estimate of $8.321 billion.

Analyst Ratings Mixed Following Q2 Results and Guidance Update

Benchmark analyst Cody Acree maintained a Buy rating while raising the price target from $170 to $210.
Morgan Stanley analyst Joseph Moore maintained an Equal-Weight rating but lowered the price target from $185 to $168.
Stifel analyst Ruben Roy kept a Buy rating and increased the price target from $161 to $190.
Raymond James analyst Srini Pajjuri reiterated an Outperform rating and raised the price target from $120 to $200.

Which Analyst has the best track record to show on AMD?

Analyst Stacy Rasgon (BERNSTEIN) currently has the highest performing score on AMD with 10/13 (76.92%) price target fulfillment ratio. His price targets carry an average of $-17 (-10.83%) potential downside. Advanced Micro Devices stock price reaches these price targets on average within 198 days.

Toast Adds Record Locations in Q2 2025, Reports Strong Year-over-Year Growth

Toast reported second quarter 2025 earnings with earnings per share (EPS) of $0.13, falling short of the consensus estimate of $0.22. Revenue for the quarter totaled $1.55 billion, exceeding analyst expectations of $1.52 billion. The company posted net income of $80 million, up from $14 million in the same quarter last year, and reported adjusted EBITDA of $161 million, compared to $92 million in Q2 2024.

Operating cash flow rose to $223 million, and free cash flow reached $208 million. Gross profit from subscription services and financial technology solutions increased 35% year over year to $464 million.

During the quarter, Toast added a record 8,500 net new locations, bringing its total active sites to approximately 148,000 — a 24% increase compared to a year ago. Annualized recurring revenue reached $1.9 billion as of June 30, reflecting a 31% year-over-year increase. Gross Payment Volume processed across its platform rose 23% to $49.9 billion.

Looking ahead, Toast expects Q3 gross profit from core platform services to be between $465 million and $475 million, and adjusted EBITDA to range from $140 million to $150 million. For the full year 2025, gross profit is projected between $1.815 billion and $1.835 billion, with adjusted EBITDA between $565 million and $585 million.

Analysts Raise Price Targets Following Q2 Performance

Needham analyst Mayank Tandon maintained a Buy rating and lifted the price target from $50 to $60.
Keefe, Bruyette & Woods analyst Sanjay Sakhrani reiterated a Market Perform rating while increasing the price target from $47 to $50.
Morgan Stanley analyst Josh Baer kept an Overweight rating and raised the price target from $50 to $54.

Which Analyst has the best track record to show on TOST?

Analyst Timothy Chiodo (UBS) currently has the highest performing score on TOST with 8/8 (100%) price target fulfillment ratio. His price targets carry an average of $7.02 (17.56%) potential upside. Toast stock price reaches these price targets on average within 111 days.

CuriosityStream Reports Record Profitability in Q2 2025 Amid Growth in AI Licensing

CuriosityStream announced financial results for the second quarter ended June 30, 2025, reporting earnings per share (EPS) of $0.01, exceeding the analyst consensus estimate of $0.00. Quarterly revenue totaled $19 million, surpassing the consensus estimate of $14.55 million and marking a 53% increase from $12.4 million in the prior-year period. The revenue figure includes $9.3 million from licensing, largely driven by expanding AI-related partnerships.

CuriosityStream also reported record gross profit of $10.1 million, or a 53.4% gross margin, up from $6.4 million and 51.6% a year earlier. Net income reached $0.8 million, an improvement from a net loss of $2 million in Q2 2024. Adjusted EBITDA increased to a record $3 million, compared to a $1 million loss in the same quarter last year. Operating cash flow stood at $2.8 million, and adjusted free cash flow rose to $2.9 million.

Total operating expenses for advertising, marketing, and general and administrative functions were $9.7 million for the quarter. CuriosityStream distributed $4.6 million in ordinary dividends and $5.8 million in special dividends.

For Q3 2025, CuriosityStream expects revenue between $15 million and $18 million, above the consensus estimate of $14.143 million. Full-year 2025 adjusted free cash flow is projected in the range of $11 million to $13 million.

Analysts Reaffirm Positive Outlook Following Q2 Beat

Barrington Research analyst James Goss maintained an Outperform rating and a $6 price target.
Needham analyst Laura Martin kept her Buy rating and raised the price target from $4.8 to $5.5.

Which Analyst has the best track record to show on CURI?

Analyst Laura Martin (NEEDHAM) currently has the highest performing score on CURI with 16/18 (88.89%) price target fulfillment ratio. His price targets carry an average of $0.17 (3.67%) potential upside. CuriosityStream stock price reaches these price targets on average within 373 days.