Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) – Investment analysts at KeyCorp issued their Q1 2026 earnings estimates for shares of Advanced Micro Devices in a research report issued on Monday, January 12th. KeyCorp analyst J. Vinh anticipates that the semiconductor manufacturer will post earnings per share of $1.15 for the quarter. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $3.87 per share.
Several other research analysts have also weighed in on the company. HSBC lifted their price objective on Advanced Micro Devices from $185.00 to $310.00 and gave the stock a “buy” rating in a research report on Wednesday, October 15th. Dbs Bank upgraded Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a report on Monday, October 6th. Jefferies Financial Group set a $300.00 price target on Advanced Micro Devices and gave the stock a “positive” rating in a report on Monday, October 6th. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $276.16.
Advanced Micro Devices Stock Up 1.7%
Shares of NASDAQ AMD opened at $231.83 on Thursday. The company has a market cap of $377.43 billion, a price-to-earnings ratio of 114.77, a PEG ratio of 0.95 and a beta of 1.95. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. Advanced Micro Devices has a 12 month low of $76.48 and a 12 month high of $267.08. The stock has a 50-day moving average price of $218.83 and a two-hundred day moving average price of $194.68.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The company had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter in the prior year, the firm posted $0.92 EPS. The firm’s quarterly revenue was up 35.6% on a year-over-year basis.
Insider Buying and Selling at Advanced Micro Devices
In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the transaction, the executive vice president directly owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 161,558 shares of company stock worth $35,461,719. Insiders own 0.06% of the company’s stock.
Hedge Funds Weigh In On Advanced Micro Devices
Hedge funds have recently modified their holdings of the company. ORG Wealth Partners LLC lifted its holdings in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. boosted its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 61 shares during the period. Pinney & Scofield Inc. boosted its holdings in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 85 shares during the period. Dogwood Wealth Management LLC increased its position in shares of Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 208 shares during the last quarter. Finally, Avion Wealth raised its holdings in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after buying an additional 72 shares during the period. 71.34% of the stock is currently owned by institutional investors.
Key Stories Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: TSMC’s huge 2026 CapEx plan ($52–$56B) signals sustained foundry demand that supports AMD’s supply pipeline and long‑run AI chip demand — this underpins upside for AMD’s data‑center and GPU roadmap. The $56 Billion Draft: Follow TSMC’s CapEx Stream
- Positive Sentiment: Analysts cite AMD’s data‑center CPUs and mass‑market AI PC strategy as the next growth engine — positive forward guidance and investor expectations around server CPU share gains are lifting sentiment. AMD Data Center CPUs To Fuel Next Growth Cycle, Analysts Say
- Positive Sentiment: Riot Platforms signed a data‑center lease with AMD to deploy 25 MW of critical IT load at a new Rockdale site — a tangible demand win for AMD’s data‑center GPU/AI footprint and a signal of commercial traction in hyperscale deployments. Riot Platforms shares jump 11% after Bitcoin sale funds Texas deal
- Positive Sentiment: Reports that 2026 GPU pricing discussions are favorable helped lift sentiment — better pricing or more stable ASPs for GPUs supports revenue and margin expectations for AMD’s MI/GPU lineup. AMD Stock Jumps on 2026 GPU Pricing Talks
- Neutral Sentiment: Analyst notes and earnings‑beat histories (Zacks, KeyCorp estimates) keep expectations high for another potential beat, but these are forward‑looking and already priced in by some investors. Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
- Neutral Sentiment: Some sell‑side/independent pieces warn of limited near‑term upside (“don’t expect fireworks”), which can temper momentum despite longer‑term AI narrative. Advanced Micro Devices: Don’t Expect Fireworks In The Short-Term
- Negative Sentiment: President Trump’s new 25% tariff on select AI chips (covers some high‑end processors) is a direct headwind for AMD’s MI series in China/exports — this raises near‑term revenue and pricing risk for affected SKUs. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
- Negative Sentiment: Separate coverage notes specific new tariffs hitting AMD’s MI325X (and Nvidia’s H200), which could dent competitiveness and push customers to re‑architect purchases or seek exemptions — a tangible policy risk to watch. Nvidia H200 and AMD MI325X Got Hit With New Tariffs
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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