What is KeyCorp’s Estimate for AMD Q1 Earnings?

Advanced Micro Devices, Inc. (NASDAQ:AMD) – Equities researchers at KeyCorp issued their Q1 2026 earnings per share (EPS) estimates for shares of Advanced Micro Devices in a report issued on Monday, January 12th. KeyCorp analyst J. Vinh anticipates that the semiconductor manufacturer will post earnings of $1.15 per share for the quarter. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $3.87 per share.

Other research analysts also recently issued research reports about the stock. Piper Sandler restated an “overweight” rating and set a $280.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. The Goldman Sachs Group upped their price target on Advanced Micro Devices from $150.00 to $210.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Bank of America reissued a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Rosenblatt Securities restated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $276.16.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $227.92 on Thursday. The stock has a market cap of $371.06 billion, a P/E ratio of 112.83, a PEG ratio of 0.95 and a beta of 1.95. Advanced Micro Devices has a one year low of $76.48 and a one year high of $267.08. The company has a fifty day moving average price of $218.86 and a 200 day moving average price of $194.06. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. The company had revenue of $9.25 billion during the quarter, compared to analyst estimates of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the previous year, the company earned $0.92 earnings per share.

Insider Activity at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. The trade was a 0.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 161,558 shares of company stock valued at $35,461,719 in the last 90 days. 0.06% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Advanced Micro Devices

Institutional investors have recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC boosted its holdings in shares of Advanced Micro Devices by 2.4% in the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after acquiring an additional 40 shares in the last quarter. HBK Sorce Advisory LLC increased its holdings in Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after purchasing an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB raised its position 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 valued at $1,409,000 after purchasing an additional 43 shares during the last quarter. Moseley Investment Management Inc. boosted its stake in Advanced Micro Devices by 0.5% in the third 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 in the last quarter. Finally, OneAscent Family Office LLC grew its holdings in shares of Advanced Micro Devices by 2.6% during the third 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.

Key Advanced Micro Devices News

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

• Positive Sentiment: TSMC’s blowout quarterly results lifted confidence that AI demand is broad-based across the semiconductor supply chain, which directly benefits AMD as a major customer and partner of TSMC — traders are pricing in stronger datacenter GPU/CPU demand. Chip stocks pop after TSMC’s earnings beat boosts confidence
• Positive Sentiment: Broker upgrades and bullish analyst notes (Wells Fargo/KeyBanc among others) are driving optimism and higher price targets — analysts point to AMD’s AI roadmap, server momentum and share gains vs. peers. AMD stock soaring over 6% today: why analyst sees over 40% upside ahead
• Positive Sentiment: Commercial traction: AMD announced a strategic collaboration with Tata Consultancy Services (TCS) to scale enterprise AI deployments using AMD EPYC/Instinct platforms — a partnership that can drive long-term server/AI sales and enterprise adoption. TCS and AMD Announce Strategic Collaboration to Drive AI Adoption at Scale
• Positive Sentiment: Supply/demand indicator: multiple reports say AMD’s server CPU inventory for 2026 is nearly sold out due to hyperscaler demand — this supports revenue visibility and pricing leverage for 2026. AMD Is Almost Sold Out of CPUs for 2026. Does That Make AMD Stock a Buy Now?
• Neutral Sentiment: Product & event noise: AMD’s CES keynote and new Ryzen/AI chip launches generated mixed investor reactions — important for long-term positioning but produced short-term volatility as markets digest benchmarks and real-world performance. Is AMD Stock a Buy After Its CES Keynote?
• Neutral Sentiment: Media/strategy pieces and hedge-fund interest highlight bullish long-term narratives around AMD’s AI stack and market share gains — supportive context but not immediate catalysts. Advanced Micro Devices (AMD) Stock Predictions
• Negative Sentiment: Trade-policy risk: the White House announced a 25% tariff on select high-end AI chips destined for China, which explicitly includes some AMD AI processors — this raises near-term margin and revenue risks for China-facing sales and complicates supply-chain planning. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips
• Negative Sentiment: Insider selling and some mixed benchmark data have been flagged in the press — not necessarily structural negatives but items that can amplify short-term selling pressure if sentiment shifts. Rep. Gilbert Ray Cisneros, Jr. Sells AMD Shares

About Advanced Micro Devices

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.