Advanced Micro Devices (NASDAQ:AMD – Get Free Report) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued on Saturday.
AMD has been the topic of several other research reports. Jefferies Financial Group set a $300.00 price objective on Advanced Micro Devices and gave the company a “positive” rating in a report on Monday, October 6th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 22nd. Susquehanna reiterated a “positive” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research note on Friday, October 31st. The Goldman Sachs Group increased their price target on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Finally, Wolfe Research set a $300.00 price objective on shares of Advanced Micro Devices and gave the company an “outperform” rating in a report on Tuesday, October 14th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus price target of $277.06.
View Our Latest Stock Report on Advanced Micro Devices
Advanced Micro Devices Stock Performance
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter last year, the firm earned $0.92 EPS. The firm’s revenue for the quarter was up 35.6% on a year-over-year basis. As a group, equities research analysts predict that Advanced Micro Devices will post 3.87 EPS for the current year.
Insider Activity at Advanced Micro Devices
In related news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction on 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 sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the completion of the transaction, the executive vice president owned 300,348 shares of the company’s stock, valued at $68,890,820.76. This represents a 6.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 181,226 shares of company stock worth $39,877,820 in the last ninety days. Company insiders own 0.06% of the company’s stock.
Institutional Trading of Advanced Micro Devices
A number of large investors have recently made changes to their positions in the company. HHM Wealth Advisors LLC raised its position in shares of Advanced Micro Devices by 2.4% in the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after buying an additional 40 shares during the last quarter. HBK Sorce Advisory LLC raised its holdings in Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after acquiring an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB lifted its stake in Advanced Micro Devices by 0.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after purchasing an additional 43 shares in the last quarter. Moseley Investment Management Inc. boosted its holdings in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after purchasing an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC boosted its holdings in shares of Advanced Micro Devices by 2.6% during the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after purchasing an additional 44 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.
Key Stores Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Top investor comments and bullish analyst notes say more upside is likely as AI demand and product cadence accelerate — a sentiment driver for momentum investors. More to come, says top investor about Advanced Micro Devices stock
- Positive Sentiment: Analysts/coverage reiterations highlight China demand as a key catalyst if export restrictions ease — this would reopen a large pre-2025 revenue market for AMD and is underpinning recent upgrades and bullish models. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
- Positive Sentiment: MarketBeat highlights AMD’s upcoming MI450 rack-scale AI GPU lineup as a potential game-changer versus NVIDIA’s incumbent rack-scale solutions — investors are pricing in multi-quarter revenue acceleration from that launch. Advanced Micro Devices on the Brink of a Seismic Shift (MarketBeat)
- Positive Sentiment: Several bullish deep-dive pieces (Seeking Alpha) argue AMD has technical and architectural advantages for AI inference and longer-term AI competitiveness — these narratives support higher multiple expansion among growth investors. AMD: The Physics Of Inference Favors The Underdog AMD: Two Masked Advantages For The Future AI Superiority AMD: I Was Wrong (Rating Upgrade)
- Positive Sentiment: Several outlets note that analysts’ consensus rating sits around “Moderate Buy” / “Outperform,” reflecting broad analyst confidence that near-term AI tailwinds and improved margins justify premium multiples. Advanced Micro Devices, Inc. Receives Average Rating of “Moderate Buy” from Analysts
- Positive Sentiment: Media/specialist pieces predict large upside in 2026 tied to U.S. policy changes that would allow sales of advanced AI chips to China — a high-impact but politically contingent catalyst that could materially boost revenue if realized. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Yahoo) Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Fool)
- Neutral Sentiment: Coverage questioning valuation given ~76% YTD gain: pieces encourage investors to weigh strong execution/AI upside against a high P/E and near-term cyclicality — important for risk/timing decisions but not a clear directional catalyst. Advanced Micro Devices (AMD) up more than 76% YTD, is it still a buy?
- Negative Sentiment: At least one shop (Wall Street Zen) moved to a “Hold” — a reminder some analysts see limited near-term upside or rising risk given valuation; downgrades can pressure the stock if they prompt portfolio rebalancing. Advanced Micro Devices (NASDAQ:AMD) Downgraded to “Hold” Rating by Wall Street Zen
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.
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