What is Seaport Res Ptn’s Estimate for AMD Q4 Earnings?

Advanced Micro Devices, Inc. (NASDAQ:AMD) – Seaport Res Ptn lowered their Q4 2025 earnings per share (EPS) estimates for Advanced Micro Devices in a research report issued on Thursday, September 4th. Seaport Res Ptn analyst J. Goldberg now expects that the semiconductor manufacturer will post earnings per share of $0.99 for the quarter, down from their prior forecast of $1.06. Seaport Res Ptn currently has a “Hold” rating on the stock. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $3.87 per share. Seaport Res Ptn also issued estimates for Advanced Micro Devices’ Q2 2026 earnings at $0.93 EPS.

A number of other research firms have also commented on AMD. JPMorgan Chase & Co. raised their price objective on Advanced Micro Devices from $120.00 to $180.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 6th. Mizuho raised their price objective on Advanced Micro Devices from $183.00 to $205.00 and gave the company an “outperform” rating in a report on Thursday, August 14th. Hsbc Global Res raised Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 10th. Stifel Nicolaus lifted their target price on Advanced Micro Devices from $161.00 to $190.00 and gave the stock a “buy” rating in a report on Wednesday, August 6th. Finally, Erste Group Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Wednesday, July 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $181.33.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $151.14 on Friday. The firm has a market cap of $245.28 billion, a P/E ratio of 86.86, a price-to-earnings-growth ratio of 1.90 and a beta of 1.92. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.05. Advanced Micro Devices has a 1-year low of $76.48 and a 1-year high of $186.65. The business’s 50 day moving average is $161.36 and its 200-day moving average is $125.54.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, August 5th. The semiconductor manufacturer reported $0.48 earnings per share for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.06). The firm had revenue of $7.69 billion for the quarter, compared to the consensus estimate of $7.41 billion. Advanced Micro Devices had a return on equity of 7.54% and a net margin of 9.57%.Advanced Micro Devices’s revenue for the quarter was up 31.7% on a year-over-year basis. During the same quarter last year, the business posted $0.69 EPS. Advanced Micro Devices has set its Q3 2025 guidance at EPS.

Institutional Trading of Advanced Micro Devices

Institutional investors have recently modified their holdings of the company. Toronto Dominion Bank boosted its holdings in shares of Advanced Micro Devices by 443.3% during the fourth quarter. Toronto Dominion Bank now owns 5,467,956 shares of the semiconductor manufacturer’s stock worth $660,475,000 after purchasing an additional 4,461,609 shares during the period. Bank Pictet & Cie Europe AG lifted its holdings in shares of Advanced Micro Devices by 12.7% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 264,574 shares of the semiconductor manufacturer’s stock valued at $31,958,000 after purchasing an additional 29,825 shares during the last quarter. Valicenti Advisory Services Inc. increased its position in shares of Advanced Micro Devices by 4.0% during the first quarter. Valicenti Advisory Services Inc. now owns 76,826 shares of the semiconductor manufacturer’s stock valued at $7,893,000 after acquiring an additional 2,944 shares in the last quarter. Sound Income Strategies LLC increased its position in shares of Advanced Micro Devices by 17.2% during the first quarter. Sound Income Strategies LLC now owns 1,728 shares of the semiconductor manufacturer’s stock valued at $178,000 after acquiring an additional 253 shares in the last quarter. Finally, Brighton Jones LLC increased its position in shares of Advanced Micro Devices by 178.2% during 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 in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,998 shares of the stock in a transaction on Tuesday, July 15th. The stock was sold at an average price of $155.03, for a total value of $2,790,229.94. Following the transaction, the executive vice president owned 1,713,710 shares of the company’s stock, valued at $265,676,461.30. This represents a 1.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Lisa T. Su sold 225,000 shares of the stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $163.97, for a total value of $36,893,250.00. Following the completion of the transaction, the chief executive officer directly owned 3,359,748 shares in the company, valued at approximately $550,897,879.56. This represents a 6.28% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 252,998 shares of company stock valued at $41,415,580 over the last 90 days. 0.06% of the stock is owned by insiders.

Advanced Micro Devices announced that its Board of Directors has authorized a share repurchase plan on Wednesday, May 14th that authorizes the company to buyback $6.00 billion in shares. This buyback authorization authorizes the semiconductor manufacturer to purchase up to 3.1% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its shares are undervalued.

About Advanced Micro Devices

Advanced Micro Devices, Inc operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products.