Advanced Micro Devices (NASDAQ:AMD – Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.
Several other brokerages also recently weighed in on AMD. Deutsche Bank Aktiengesellschaft set a $235.00 target price on Advanced Micro Devices and gave the stock a “hold” rating in a research note on Tuesday, October 14th. Wolfe Research set a $300.00 price objective on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research report on Tuesday, October 14th. JPMorgan Chase & Co. increased their price objective on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Piper Sandler reissued an “overweight” rating and set a $280.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Citigroup upped their price target on shares of Advanced Micro Devices from $215.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average target price of $277.06.
Check Out Our Latest Report on Advanced Micro Devices
Advanced Micro Devices Trading Down 0.7%
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.03. The firm had revenue of $9.25 billion during the quarter, compared to analyst estimates of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.Advanced Micro Devices’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.92 EPS. As a group, equities analysts predict that Advanced Micro Devices will post 3.87 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. The trade was a 0.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 178,358 shares of company stock valued at $39,229,623 in the last three months. 0.06% of the stock is currently owned by insiders.
Institutional Trading of Advanced Micro Devices
Several institutional investors have recently made changes to their positions in the company. First Heartland Consultants Inc. increased its stake in Advanced Micro Devices by 3.7% during the fourth quarter. First Heartland Consultants Inc. now owns 4,015 shares of the semiconductor manufacturer’s stock worth $860,000 after acquiring an additional 145 shares during the last quarter. Clear Trail Advisors LLC purchased a new position in shares of Advanced Micro Devices during the 4th quarter worth $935,000. Assenagon Asset Management S.A. increased its position in shares of Advanced Micro Devices by 104.4% during the 4th quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after purchasing an additional 3,059,935 shares during the last quarter. Diversified Trust Co. raised its holdings in Advanced Micro Devices by 2.7% in the 4th quarter. Diversified Trust Co. now owns 22,822 shares of the semiconductor manufacturer’s stock valued at $4,888,000 after buying an additional 593 shares during the period. Finally, Westview Management dba Westview Investment Advisors acquired a new position in Advanced Micro Devices in the fourth quarter valued at about $2,384,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.
Advanced Micro Devices News Roundup
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Long‑term upside thesis remains intact — The Motley Fool argues AMD’s recovery and AI exposure support multi‑year gains, reinforcing a growth narrative that can attract buy‑and‑hold investors. Where Will AMD Stock Be in 5 Years?
- Positive Sentiment: Third‑party partnerships and CES showcases boost AI credibility — A GlobeNewswire release highlights KunlunMeta’s partnership with AMD at CES, signaling customer interest in AMD accelerators for Chinese AI stacks. Partnerships like this underwrite revenue opportunities in data‑center inference. KunlunMeta Partners with AMD to Shine at CES
- Positive Sentiment: Analysts and market roundup highlight AMD as an AI leader — Weekly market reviews that call out Nvidia and AMD focus investor attention on AMD’s role in the AI infrastructure buildout, supporting demand expectations for MI‑series chips. Stock Market Rallies Broadly To Highs; Nvidia, AMD, Bloom Energy In Focus: Weekly Review
- Neutral Sentiment: CES generated broad AI/robotics headlines but mixed investor reaction — CNBC covered CES robot and AI demos that included AMD; media buzz raises profile but doesn’t guarantee immediate orders or margins. Humanoid robots take over CES in Las Vegas as tech industry touts future of AI
- Neutral Sentiment: Analyst/opinion pieces debate valuation after pullback — Several articles (Seeking Alpha, Yahoo Finance, Zacks) discuss whether a recent pullback leaves AMD attractively priced given a lofty P/E and high growth expectations; these pieces can support both buy and wait‑and‑see positions. AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
- Negative Sentiment: Profit‑taking and sentiment‑driven selling after CES announcements — Coverage notes a short‑term slide as investors rotate out after a big 2025 run; some traders view the CES reveal as underwhelming versus lofty expectations. Why is AMD stock plunging sharply on Thursday?
- Negative Sentiment: Insider selling and noisy social sentiment add caution — Aggregated commentary and data show heavy insider sales and mixed social media reaction to the MI450/Helios launches, which can amplify short‑term downside risk even if fundamentals remain strong. Advanced Micro Devices Stock (AMD) Opinions on CES 2026 Announcements
- Negative Sentiment: Debate on whether MI‑series hype is priced in — Critical pieces ask if MI450/Helios announcements represent a true breakout or mostly hype, raising execution and competitive risk concerns that could pressure the stock if adoption timelines slip. Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios?
About Advanced Micro Devices
Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.
Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.
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