Advanced Micro Devices (NASDAQ:AMD) Stock Price Up 5.3% – Still a Buy?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) traded up 5.3% during mid-day trading on Monday . The stock traded as high as $202.97 and last traded at $202.68. 38,391,947 shares were traded during trading, a decline of 4% from the average session volume of 39,923,613 shares. The stock had previously closed at $192.43.

Advanced Micro Devices News Summary

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

• Positive Sentiment: CEO Lisa Su is traveling to South Korea to meet Samsung and Naver to secure high‑bandwidth memory (HBM) supply for AI GPUs — a direct move to reduce supply risks and support data center GPU ramps. Article Title
• Positive Sentiment: AMD announced a multi‑year IP license with Adeia (resolution of outstanding litigation and access to hybrid bonding/packaging tech) — reduces legal overhang and improves packaging/IP flexibility for future chip stacks. Article Title
• Positive Sentiment: AMD-led collaboration/investment with Xanadu and an AMD/Xanadu technical win highlights AMD’s role in accelerating quantum + HPC workloads — expands addressable markets beyond conventional GPUs. Article Title
• Positive Sentiment: Market reaction: reports that Lisa Su plans meetings with Samsung and Naver helped lift the stock intraday as investors favor proactive supply‑chain talks. Article Title
• Neutral Sentiment: Meta remains a large potential customer and is pursuing multibillion‑dollar chip and infrastructure deals with Nvidia, AMD and Google — signaling continued commercial demand even as Meta explores alternatives. Article Title
• Neutral Sentiment: Broader industry partnerships (e.g., BlackBerry QNX support for Ryzen Embedded) and positive analyst/earnings momentum underpin the longer‑term thesis but are lower immediate catalysts. Article Title
• Negative Sentiment: Competitive risk: Meta disclosed plans to deploy four in‑house AI chips by 2027 to reduce reliance on Nvidia and AMD — a reminder that large cloud customers can vertically integrate and shrink future TAM. Article Title
• Negative Sentiment: Insider activity shows substantial insider selling over recent months, which can be interpreted as a governance/valuation signal and may weigh on sentiment. Article Title

Analyst Ratings Changes

AMD has been the topic of several research reports. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $230.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. China Renaissance assumed coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price target for the company. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Finally, Raymond James Financial started coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Trading Up 0.8%

The firm’s fifty day simple moving average is $217.27 and its 200 day simple moving average is $209.74. The stock has a market capitalization of $334.00 billion, a P/E ratio of 77.30, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion during 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 quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.09 EPS. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated 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 sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The shares were 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 owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 271,892 shares of company stock valued at $58,476,908. Corporate insiders own 0.06% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in AMD. Joseph Group Capital Management acquired a new stake in Advanced Micro Devices in the fourth quarter valued at approximately $25,000. Cornerstone Financial Management LLC acquired a new stake in shares of Advanced Micro Devices during the 4th quarter valued at $27,000. Sarver Vrooman Wealth Advisors bought a new stake in Advanced Micro Devices during the 4th quarter worth $27,000. Basepoint Wealth LLC acquired a new position in Advanced Micro Devices in the 4th quarter worth about $30,000. Finally, Wilkerson Advisory Group LLC bought a new position in Advanced Micro Devices in the fourth quarter valued at about $33,000. Institutional investors own 71.34% of the company’s stock.

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.