Par Technology Keeps Buy Rating and $74 Price Target, Says Lake Street Analyst Eric Martinuzzi
PorAinvest
lunes, 4 de agosto de 2025, 8:45 pm ET1 min de lectura
AMD--
Advanced Micro Devices, Inc.
On July 29, BofA Securities increased its price target for AMD from $175 to $200 while maintaining a Buy rating [1]. The firm highlighted the potential resumption of AI shipments to China in the second half of 2025, which could generate an extra $0.7 to $1 billion in AI GPU revenue in 2025 and $1.5 to $2 billion in 2026. BofA also noted AMD's stronger-than-expected pricing for its MI355X GPUs at more than $20,000, compared to consensus estimates of $17,000. Looking ahead, BofA expects AMD to grow its overall CPU market share to over 30% by 2026, from less than 20% in 2023, and capture 4% to 5% of the AI GPU market.
ThredUp Inc.
ThredUp reported record revenue of $77.7 million for Q2 2025, marking a 16% year-over-year increase [2]. The company also saw a 17% rise in active buyers, totaling 1.47 million, with new buyer growth reaching 74%, its best-ever quarter for new buyer acquisition. Despite a loss from continuing operations of $5.2 million, an improvement over the previous year's loss, ThredUp issued an optimistic financial outlook for the remainder of 2025, expecting revenue increases and improved EBITDA margins. The company ended the quarter with $56.2 million in cash and liquid assets.
Par Technology
Lake Street analyst Eric Martinuzzi maintains a Buy rating on Par Technology with a price target of $74.00 [3]. The company's shares closed at $58.61 last Friday. Corporate insider sentiment is negative, with an increase in insiders selling their shares over the past quarter. Par Technology reported a quarterly revenue of $103.86 million and a GAAP net loss of $24.35 million in its latest earnings release.
References:
[1] https://ca.finance.yahoo.com/news/bofa-raises-amd-price-target-143715127.html
[2] https://www.quiverquant.com/news/ThredUp+Inc.+Reports+Record+%2477.7+Million+Quarterly+Revenue+and+Updates+2025+Financial+Outlook
[3] https://www.lakesstreet.com/analyst-reports/par-technology
PAR--
TDUP--
Lake Street analyst Eric Martinuzzi maintains a Buy rating on Par Technology with a price target of $74.00. The company's shares closed at $58.61 last Friday. Martinuzzi has a 5-star rating with an average return of 10.4% and a 48.57% success rate. The analyst consensus is a Strong Buy with an average price target of $84.67. Par Technology reported a quarterly revenue of $103.86 million and a GAAP net loss of $24.35 million in its latest earnings release. Corporate insider sentiment is negative, with an increase in insiders selling their shares over the past quarter.
Advanced Micro Devices, Inc. (NASDAQ: AMD) and ThredUp Inc. (NASDAQ: TDUP) have received positive analyst reviews, with both companies seeing increases in their price targets and positive financial outlooks.Advanced Micro Devices, Inc.
On July 29, BofA Securities increased its price target for AMD from $175 to $200 while maintaining a Buy rating [1]. The firm highlighted the potential resumption of AI shipments to China in the second half of 2025, which could generate an extra $0.7 to $1 billion in AI GPU revenue in 2025 and $1.5 to $2 billion in 2026. BofA also noted AMD's stronger-than-expected pricing for its MI355X GPUs at more than $20,000, compared to consensus estimates of $17,000. Looking ahead, BofA expects AMD to grow its overall CPU market share to over 30% by 2026, from less than 20% in 2023, and capture 4% to 5% of the AI GPU market.
ThredUp Inc.
ThredUp reported record revenue of $77.7 million for Q2 2025, marking a 16% year-over-year increase [2]. The company also saw a 17% rise in active buyers, totaling 1.47 million, with new buyer growth reaching 74%, its best-ever quarter for new buyer acquisition. Despite a loss from continuing operations of $5.2 million, an improvement over the previous year's loss, ThredUp issued an optimistic financial outlook for the remainder of 2025, expecting revenue increases and improved EBITDA margins. The company ended the quarter with $56.2 million in cash and liquid assets.
Par Technology
Lake Street analyst Eric Martinuzzi maintains a Buy rating on Par Technology with a price target of $74.00 [3]. The company's shares closed at $58.61 last Friday. Corporate insider sentiment is negative, with an increase in insiders selling their shares over the past quarter. Par Technology reported a quarterly revenue of $103.86 million and a GAAP net loss of $24.35 million in its latest earnings release.
References:
[1] https://ca.finance.yahoo.com/news/bofa-raises-amd-price-target-143715127.html
[2] https://www.quiverquant.com/news/ThredUp+Inc.+Reports+Record+%2477.7+Million+Quarterly+Revenue+and+Updates+2025+Financial+Outlook
[3] https://www.lakesstreet.com/analyst-reports/par-technology

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