Benchmark Reiterates Buy Rating for Advanced Micro Devices (NASDAQ:AMD)

Advanced Micro Devices (NASDAQ:AMD)‘s stock had its “buy” rating restated by equities researchers at Benchmark in a report issued on Wednesday, Marketbeat Ratings reports. They presently have a $325.00 price objective on the semiconductor manufacturer’s stock. Benchmark’s price target would indicate a potential upside of 68.83% from the stock’s current price.

Other analysts have also issued reports about the company. China Renaissance assumed coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price target on the stock. Piper Sandler raised their price objective on Advanced Micro Devices from $280.00 to $300.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Monday. Morgan Stanley reissued an “equal weight” rating and issued a $260.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and an average price target of $290.11.

Advanced Micro Devices Trading Down 3.8%

Advanced Micro Devices stock opened at $192.50 on Wednesday. The firm has a market cap of $313.40 billion, a PE ratio of 72.64, a P/E/G ratio of 0.83 and a beta of 1.94. Advanced Micro Devices has a 12 month low of $76.48 and a 12 month high of $267.08. The stock’s 50 day simple moving average is $222.11 and its two-hundred day simple moving average is $203.86. The company has a current ratio of 2.85, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same period last year, the firm earned $1.09 EPS. The company’s quarterly revenue was up 34.1% on a year-over-year basis. Analysts anticipate that Advanced Micro Devices will post 3.87 earnings per share for the current year.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This represents a 3.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 164,000 shares of company stock valued at $36,034,173. Corporate insiders own 0.06% of the company’s stock.

Institutional Trading of Advanced Micro Devices

Several hedge funds have recently added to or reduced their stakes in AMD. Waterfront Wealth Inc. purchased a new position in shares of Advanced Micro Devices in the 2nd quarter valued at about $1,145,000. Global Retirement Partners LLC purchased a new stake in Advanced Micro Devices during the second quarter worth approximately $4,519,000. Cornercap Investment Counsel Inc. boosted its holdings in Advanced Micro Devices by 43.3% in the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock valued at $1,738,000 after purchasing an additional 3,702 shares in the last quarter. Swiss National Bank increased its stake in Advanced Micro Devices by 7.5% in the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after purchasing an additional 341,000 shares during the last quarter. Finally, New York State Common Retirement Fund increased its stake in Advanced Micro Devices by 8.4% in the second 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 purchasing an additional 172,745 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Q4 beat and strong data‑center performance — AMD reported a better‑than‑expected quarter (EPS and revenue upside, robust Data Center growth), which underpins the company’s multi‑year AI narrative and long‑term targets. MarketBeat: AMD’s Post‑Earnings Dip Looks Like the Buying Window
• Positive Sentiment: High‑profile dip buyers — ARK Invest/ Cathie Wood and other institutional investors bought shares after the crash, providing demand support and signaling conviction among some large active managers. Barron’s: Cathie Wood’s ARK Bought AMD
• Positive Sentiment: Product pipeline remains a tailwind — upcoming MI450/MI400 accelerators and rack‑scale Helios solutions plus FPGA lineup expansion keep long‑term AI upside intact. These product catalysts are cited by bulls as reasons the sell‑off may be a buying opportunity. The Robot Report: AMD expands midrange FPGA offerings
• Neutral Sentiment: Analysts largely remain constructive — several firms reaffirmed buy/outperform ratings and some raised targets (Evercore, KeyCorp, Benchmark), creating a wide range of upside scenarios that investors are parsing. Benzinga: Analyst updates on AMD
• Negative Sentiment: Disappointing near‑term guidance and China revenue questions — the Q1 outlook and management’s comments that China AI chip revenue is effectively capped near ~$100M in Q1 raised sustainability concerns and sparked the sharp sell‑off. MarketWatch: Why AMD’s stock is diving after earnings
• Negative Sentiment: One‑off China boost flagged by analysts — some of the quarter’s data‑center upside was linked to near‑term China MI308 shipments, prompting skepticism about repeatability and near‑term AI revenue runway. Benzinga: Lisa Su on China AI revenue cap
• Negative Sentiment: High insider selling and heavy volume — recent disclosures show meaningful insider sales and elevated trading volumes, which can amplify downside during sentiment‑driven moves. QuiverQuant: Fund and insider activity

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.