Advanced Micro Devices, Inc. (NASDAQ:AMD) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) have been given an average rating of “Moderate Buy” by the forty analysts that are presently covering the stock, MarketBeat reports. Ten equities research analysts have rated the stock with a hold rating, twenty-nine have given a buy rating and one has issued a strong buy rating on the company. The average 12-month price target among brokerages that have updated their coverage on the stock in the last year is $288.1667.

Several analysts recently issued reports on the company. Raymond James Financial started coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target for the company. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Loop Capital set a $290.00 price target on shares of Advanced Micro Devices and gave the company a “buy” rating in a research note on Wednesday, November 5th. Wedbush reiterated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Mizuho boosted their price objective on shares of Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th.

Advanced Micro Devices Stock Up 0.7%

Advanced Micro Devices stock opened at $207.32 on Monday. The stock has a market cap of $338.02 billion, a P/E ratio of 78.23, a P/E/G ratio of 0.78 and a beta of 1.94. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices has a twelve month low of $76.48 and a twelve month high of $267.08. The company’s 50-day moving average price is $221.32 and its two-hundred day moving average price is $206.28.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter in the previous year, the company posted $1.09 earnings per share. The business’s revenue was up 34.1% on a year-over-year basis. As a group, analysts expect that Advanced Micro Devices will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: Arista Networks’ CEO said her firm is shifting workloads away from Nvidia toward AMD (now ~20–25% AMD vs. ~99% Nvidia a year ago), a near-term enterprise validation that likely helped demand expectations for AMD’s data-center chips. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Positive Sentiment: Analysts and coverage note AMD is gaining PC and server processor share from Intel, reinforcing revenue upside in CPUs which supports margins and data-center momentum. AMD Taking PC, Server Market Share From Intel
• Positive Sentiment: Leaked windows for AMD’s next‑gen GPU release lifted sentiment around product cadence and future AI/graphics revenue. Timelines can re-rate expectations for the GPU roadmap. AMD Stock Gains Alongside Leaked Next-Gen GPU Release Window
• Positive Sentiment: Reports flag AMD’s aggressive data-center growth targets (big expansion plans and revenue goals), which supports the investment case for continued server share gains and AI exposure. AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
• Neutral Sentiment: Aggregate analyst/forecast summaries show mixed views — momentum in 2025–26 is strong but valuation and AI competition create divergent price targets. Advanced Micro Devices Stock Forecast: Trending Views From Analysts
• Neutral Sentiment: Options-market commentary and short‑interest data items have produced noise; some derivatives flows suggest traders are pricing continued volatility around AI narratives. Options Markets Fires Warning Shot at Advanced Micro Devices Stock (AMD)
• Negative Sentiment: CEO Lisa Su sold 125,000 shares (~$26.8M) on Feb. 11, trimming her position by ~3.8% — insider selling can be viewed as a near-term headwind for sentiment. SEC filing — Lisa T. Su Form 4
• Negative Sentiment: EVP Forrest Norrod also sold shares (~19,450 shares, ~$4.2M) on Feb. 11, another insider sale that may weigh on sentiment when paired with the CEO sale. SEC filing — Forrest E. Norrod Form 4
• Negative Sentiment: Quiver/13F estimates show Wells Fargo’s fund materially trimmed AMD exposure in the most recent filing period, signaling some institutional repositioning away from the name. Fund Update: WELLS FARGO & COMPANY|MN Just Disclosed New Holdings
• Negative Sentiment: Some analysts warn AMD lags in networking and software stack areas, which could be a medium-term headwind if competitors strengthen integrated offerings. AMD is falling behind, warns this analyst who says other chip stocks are better bets

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares of the company’s stock, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 291,342 shares of company stock worth $62,938,155. Company insiders own 0.06% of the company’s stock.

Institutional Investors Weigh In On Advanced Micro Devices

A number of large investors have recently bought and sold shares of AMD. Brighton Jones LLC lifted its stake in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after buying an additional 2,970 shares during the last quarter. Private Trust Co. NA boosted its stake in Advanced Micro Devices by 2.8% in the second quarter. Private Trust Co. NA now owns 6,067 shares of the semiconductor manufacturer’s stock valued at $861,000 after buying an additional 163 shares in the last quarter. Finally, Huntleigh Advisors Inc. acquired a new stake in Advanced Micro Devices in the second quarter valued at about $445,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Company Profile

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.