KeyCorp Boosts Advanced Micro Devices (NASDAQ:AMD) Price Target to $300.00

Advanced Micro Devices (NASDAQ:AMD) had its price objective upped by stock analysts at KeyCorp from $270.00 to $300.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the semiconductor manufacturer’s stock. KeyCorp’s price target points to a potential upside of 41.58% from the stock’s previous close.

A number of other equities analysts have also weighed in on the stock. Melius Research set a $380.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Rosenblatt Securities reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday. CICC Research raised Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research note on Friday, November 7th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Advanced Micro Devices in a report on Monday. Finally, Piper Sandler upped their price objective on shares of Advanced Micro Devices from $280.00 to $300.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Two research 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. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $285.78.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $211.90 on Wednesday. The stock has a 50 day moving average of $222.82 and a two-hundred day moving average of $203.97. Advanced Micro Devices has a 12 month low of $76.48 and a 12 month high of $267.08. The firm has a market cap of $344.98 billion, a P/E ratio of 106.39, a price-to-earnings-growth ratio of 1.03 and a beta of 1.94. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04.

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

Insider Activity

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 164,000 shares of company stock worth $36,034,173. Insiders own 0.06% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Waterfront Wealth Inc. acquired a new stake in shares of Advanced Micro Devices during the second quarter worth $1,145,000. Global Retirement Partners LLC purchased a new position in Advanced Micro Devices during the second quarter worth about $4,519,000. Cornercap Investment Counsel Inc. boosted its stake in Advanced Micro Devices by 43.3% in the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after buying an additional 3,702 shares during the last quarter. Swiss National Bank increased its stake in shares of Advanced Micro Devices by 7.5% during the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after acquiring an additional 341,000 shares during the last quarter. Finally, New York State Common Retirement Fund increased its stake in shares of Advanced Micro Devices by 8.4% during the 2nd quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock valued at $317,748,000 after acquiring an additional 172,745 shares during the last quarter. Hedge funds and other institutional investors 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: Q4 results beat consensus with record revenue of ~$10.3B, strongest Data Center growth (≈39%), record non‑GAAP EPS $1.53 and healthy free cash flow — validates the AI/data‑center growth story. AMD Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management reiterated a multi‑year AI opportunity (CEO Lisa Su: data center business could scale to “tens of billions”), and AMD highlighted new AI products and partner ramps that underpin longer‑term upside. AMD Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: AMD guided Q1 revenue to ~$9.8B (+/‑$300M) — above Street consensus on average but implies a modest sequential decline from Q4; the midpoint still signals strong year‑over‑year growth, leaving mixed interpretations. AMD forecasts first-quarter revenue above estimates
• Neutral Sentiment: Wall Street remains largely bullish on medium/long term — several firms reaffirm buy ratings and high targets (range of analyst targets remains elevated), which supports recovery should near‑term concerns fade. Benzinga — analyst coverage
• Negative Sentiment: CEO commentary capped expected China AI‑GPU revenue in Q1 at just ~$100M due to licensing/export uncertainty — this surprised investors and amplified geopolitical/regulatory execution risk. AMD CEO: Not forecasting China AI chip revenue beyond $100M
• Negative Sentiment: Market reaction: despite the beat, investors punished the stock on the cautious near‑term tone (China cap + guidance nuance), with European shares dropping and U.S. pre/after‑hours weakness driving today’s decline. AMD is down after reporting earnings — CNBC
• Negative Sentiment: Export controls and related inventory impacts remain a headline (FY impact ~ $440M; Q4 included a ~$360M reserve release and ~$390M China MI308 sales), adding one‑off noise that complicates quarter‑to‑quarter comparisons. AMD Reports Fourth Quarter and Full Year 2025 Financial Results

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.