Advanced Micro Devices’ (AMD) “Buy” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of Advanced Micro Devices (NASDAQ:AMD) in a research note published on Wednesday,Benzinga reports. They currently have a $300.00 price target on the semiconductor manufacturer’s stock.

Several other brokerages have also weighed in on AMD. KeyCorp reissued an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, January 21st. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday. Deutsche Bank Aktiengesellschaft set a $235.00 price objective 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 target price on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a report on Tuesday, October 14th. Finally, UBS Group lifted their price target on shares of Advanced Micro Devices from $300.00 to $330.00 and gave the company a “buy” rating in a report on Monday, January 26th. Twenty-nine investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus price target of $290.11.

Advanced Micro Devices Stock Up 8.3%

AMD stock opened at $208.44 on Wednesday. The company has a current ratio of 2.85, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The firm has a 50 day simple moving average of $221.93 and a 200-day simple moving average of $204.22. The company has a market capitalization of $339.84 billion, a P/E ratio of 78.66, a PEG ratio of 0.74 and a beta of 1.94. Advanced Micro Devices has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue was up 34.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.09 EPS. On average, equities research 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, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 164,000 shares of company stock valued at $36,034,173 in the last quarter. 0.06% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Norges Bank bought a new position in Advanced Micro Devices during the second quarter valued at about $3,094,662,000. Jennison Associates LLC boosted its position in shares of Advanced Micro Devices by 181.6% during the 4th quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock valued at $2,336,552,000 after purchasing an additional 7,035,991 shares in the last quarter. Wellington Management Group LLP grew its stake in shares of Advanced Micro Devices by 335.9% in the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after purchasing an additional 3,735,807 shares during the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Advanced Micro Devices by 104.4% in 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 in the last quarter. Finally, Nordea Investment Management AB raised its holdings in shares of Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after purchasing an additional 2,619,294 shares in the last quarter. Institutional investors and hedge funds 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: Broad AI/chip rally lifted AMD and contributed to SPY’s gains — market rotation back into AI names helped propel AMD higher as investors bought oversold semiconductor shares. SPY is up 1.2% today, on AMD stock price movement
• Positive Sentiment: Cathie Wood/ARK bought the dip — ARK funds and other buyers accumulated AMD after the post‑earnings plunge, providing buying support and signaling conviction among some large active managers. Cathie Wood Just Bought the Dip in AMD Stock. Should You?
• Positive Sentiment: Strategic narrative remains intact — analysis pieces highlighting AMD’s competitive positioning (the “second‑place” AI advantage and strong data center/CPU momentum) have supported the view that the selloff was a near‑term overreaction. Why Second Place Could Be AMD’s Biggest Advantage
• Positive Sentiment: Analysts and price‑target activity — several firms have reaffirmed buy/outperform ratings and some boosted targets after earnings, giving investors fresh upside scenarios (median targets in the high‑two hundreds). Analysts reset AMD stock price target after earnings
• Neutral Sentiment: Research‑note estimate changes — some boutiques (e.g., Northland) have tweaked near‑term EPS assumptions both up and down for FY2026/FY2027; keep watching consensus revisions as guidance is digested.
• Negative Sentiment: China supply/lead‑time issues — Reuters reports AMD (and peers) have warned customers in China about extended CPU lead times, a near‑term operational headwind that could pressure revenue timing. Intel, AMD notify customers in China of lengthy waits for CPUs
• Negative Sentiment: Weak near‑term guidance prompted the earlier crash — management’s Q1 revenue commentary and investor concern over sustainability of AI revenue drove a multi‑day selloff that remains an overhang (volatility likely until guidance clarity returns). Why AMD’s stock dove to its worst day in years after earnings
• Negative Sentiment: Heavy insider selling noted in recent filings — disclosed insider sales have drawn attention and can sap sentiment even as institutions buy the dip.

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.