Rosenblatt Securities Reiterates “Buy” Rating for Advanced Micro Devices (NASDAQ:AMD)

Advanced Micro Devices (NASDAQ:AMD)‘s stock had its “buy” rating restated by Rosenblatt Securities in a report issued on Wednesday,Benzinga reports. They presently have a $300.00 target price on the semiconductor manufacturer’s stock. Rosenblatt Securities’ target price points to a potential upside of 55.84% from the company’s current price.

A number of other research analysts also recently commented on the stock. Benchmark lifted their price objective on shares of Advanced Micro Devices from $270.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. UBS Group lifted their price target on Advanced Micro Devices from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. JPMorgan Chase & Co. raised their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, November 5th. Finally, Roth Mkm reissued a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $290.11.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $192.50 on Wednesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 1.68. The business has a 50-day moving average of $222.11 and a 200-day moving average of $203.86. The stock has a market capitalization of $313.40 billion, a price-to-earnings ratio of 72.64, a PEG ratio of 0.83 and a beta of 1.94. Advanced Micro Devices has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

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, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $9.65 billion. During the same period in the prior year, the firm posted $1.09 earnings per share. The business’s quarterly revenue was up 34.1% compared to the same quarter last year. As a group, sell-side analysts predict that Advanced Micro Devices will post 3.87 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This trade represents a 0.99% 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, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 300,348 shares of the company’s stock, valued at $68,890,820.76. This represents a 6.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 164,000 shares of company stock worth $36,034,173 over the last quarter. 0.06% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Advanced Micro Devices

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Waterfront Wealth Inc. bought a new stake in shares of Advanced Micro Devices during the second quarter valued at approximately $1,145,000. Global Retirement Partners LLC bought a new position in Advanced Micro Devices in the 2nd quarter valued at approximately $4,519,000. Cornercap Investment Counsel Inc. boosted its stake in Advanced Micro Devices by 43.3% during the 2nd 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 during the last quarter. Swiss National Bank increased its holdings in shares of Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after purchasing an additional 341,000 shares in the last quarter. Finally, New York State Common Retirement Fund raised its stake in shares of 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 worth $317,748,000 after purchasing an additional 172,745 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

More Advanced Micro Devices News

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.