Advanced Micro Devices (NASDAQ:AMD) Earns Buy Rating from Rosenblatt Securities

Advanced Micro Devices (NASDAQ:AMD)‘s stock had its “buy” rating reissued by equities researchers at Rosenblatt Securities in a note issued to investors on Wednesday,Benzinga reports. They presently have a $300.00 target price on the semiconductor manufacturer’s stock. Rosenblatt Securities’ price target would indicate a potential upside of 23.91% from the stock’s previous close.

A number of other research analysts also recently commented on the stock. DZ Bank raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price objective on the stock in a research report on Wednesday, October 8th. KGI Securities set a $260.00 price target on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, October 13th. UBS Group lifted their price objective on Advanced Micro Devices from $300.00 to $330.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Bank of America reaffirmed 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, Raymond James Financial began coverage on Advanced Micro Devices in a report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $281.33.

Advanced Micro Devices Price Performance

AMD opened at $242.11 on Wednesday. The firm has a market capitalization of $394.16 billion, a P/E ratio of 119.86, a PEG ratio of 1.03 and a beta of 1.94. The stock has a fifty day moving average of $222.82 and a 200-day moving average of $203.97. The company has a quick ratio of 1.68, a current ratio of 2.31 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.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.09 earnings per share. Equities analysts forecast that Advanced Micro Devices will post 3.87 EPS for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction dated Thursday, December 11th. The shares were 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 owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 164,000 shares of company stock valued at $36,034,173 over the last quarter. 0.06% of the stock is currently owned by insiders.

Institutional Trading of Advanced Micro Devices

Several institutional investors have recently bought and sold shares of AMD. Brighton Jones LLC raised its stake in shares of Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC grew its position in 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 acquiring an additional 234 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in 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 valued at $758,000 after purchasing an additional 2,970 shares in the last quarter. DAVENPORT & Co LLC increased its holdings in Advanced Micro Devices by 4.5% during the 2nd quarter. DAVENPORT & Co LLC now owns 17,001 shares of the semiconductor manufacturer’s stock valued at $2,412,000 after purchasing an additional 736 shares in the last quarter. Finally, Tyche Wealth Partners LLC bought a new position in Advanced Micro Devices in the 2nd quarter valued at $374,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Record Q4 results — AMD beat Wall Street on revenue and adjusted EPS, delivered record operating income and free cash flow, and highlighted broad-based growth across segments. These results support the company’s long‑term AI/data‑center story. AMD Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Data‑center strength — Data Center revenue was a record and grew strongly year‑over‑year (driven by EPYC CPUs and Instinct GPUs), reinforcing AMD’s position as a meaningful Nvidia competitor for AI workloads. This is the core growth narrative investors care about. AMD Sales Climb on Help From Data-Center Business
• Positive Sentiment: Analyst conviction remains — Several Wall Street firms reiterated bullish theses and some raised price targets on AMD’s secular AI ramp, leaving a constructive medium‑term outlook despite the near‑term volatility. AMD’s Secular AI Ramp Drives Confident Buy Case Toward $290 Target
• Neutral Sentiment: Quarterly guidance vs. expectations — AMD guided to roughly $9.8B for Q1 (+/‑ $300M), which is above consensus averages but below some investor “whisper” expectations for a bigger AI acceleration. The midpoint implies strong year‑over‑year growth but a slight sequential decline. AMD forecasts first-quarter revenue above estimates
• Neutral Sentiment: Mixed analyst updates — Wall Street reactions are varied: some firms reaffirm or raise targets based on AI traction, others temper expectations—this creates short‑term dispersion in sell‑side views. Wall Street analysts update AMD’s stock price target after Q4 2025 earnings
• Negative Sentiment: China licensing uncertainty — CEO Lisa Su said AMD is capping expected China AI‑chip revenue at about $100M for Q1 because of export‑licensing uncertainty (notably on Instinct MI308). That comment increased investor concern about near‑term China exposure and regulatory risk. AMD CEO Lisa Su Says Company Is Not Forecasting Any China AI Chip Revenue Beyond $100 Million In Q1 Amid Licensing Uncertainty
• Negative Sentiment: Immediate market reaction — The cautious tone on China and the perception that guidance fell short of the most aggressive expectations prompted a sharp sell‑off in U.S. premarket/after‑hours trading and weakness in European listings. That selling pressure is driving the intraday decline. AMD is down 9% after reporting earnings. Here’s why
• Negative Sentiment: European market weakness — AMD’s Frankfurt‑listed shares also fell after the outlook and China comments, signaling cross‑market selling rather than a U.S.-only technical pullback. AMD’s Frankfurt-listed shares fall after weaker sales

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.