Advanced Micro Devices, Inc. (NASDAQ:AMD) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) have been given an average rating of “Moderate Buy” by the forty ratings firms that are presently covering the stock, Marketbeat reports. Ten analysts have rated the stock with a hold recommendation, twenty-nine have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is $288.1667.

Several equities research analysts recently commented on AMD shares. Evercore boosted their price objective on shares of Advanced Micro Devices from $283.00 to $328.00 and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Mizuho lifted their price target on Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a research note on Wednesday, November 12th. Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Finally, CICC Research upgraded Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a research note on Friday, November 7th.

Advanced Micro Devices Trading Up 0.7%

NASDAQ:AMD opened at $207.32 on Monday. Advanced Micro Devices has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The stock has a market capitalization of $338.02 billion, a PE ratio of 78.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.94. The business’s 50-day simple moving average is $221.32 and its 200-day simple moving average is $206.28.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping 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 business 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 business earned $1.09 EPS. Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. Sell-side analysts expect 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, SVP Ava Hahn sold 2,442 shares of the firm’s 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 transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 291,342 shares of company stock valued at $62,938,155 over the last 90 days. 0.06% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. HHM Wealth Advisors LLC raised its stake in Advanced Micro Devices by 2.4% in the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after buying an additional 40 shares during the period. James J. Burns & Company LLC increased its holdings in shares of Advanced Micro Devices by 2.3% during the 4th quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer’s stock worth $389,000 after acquiring an additional 40 shares during the last quarter. HBK Sorce Advisory LLC raised its stake in Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after acquiring an additional 43 shares during the period. Wilmington Savings Fund Society FSB lifted its holdings in Advanced Micro Devices by 0.5% during 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. Finally, Cassaday & Co Wealth Management LLC boosted its position in Advanced Micro Devices by 0.9% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 4,912 shares of the semiconductor manufacturer’s stock worth $1,052,000 after purchasing an additional 43 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Arista Networks’ CEO said her firm is shifting workloads away from Nvidia toward AMD (now ~20–25% AMD vs. ~99% Nvidia a year ago), a near-term enterprise validation that likely helped demand expectations for AMD’s data-center chips. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Positive Sentiment: Analysts and coverage note AMD is gaining PC and server processor share from Intel, reinforcing revenue upside in CPUs which supports margins and data-center momentum. AMD Taking PC, Server Market Share From Intel
• Positive Sentiment: Leaked windows for AMD’s next‑gen GPU release lifted sentiment around product cadence and future AI/graphics revenue. Timelines can re-rate expectations for the GPU roadmap. AMD Stock Gains Alongside Leaked Next-Gen GPU Release Window
• Positive Sentiment: Reports flag AMD’s aggressive data-center growth targets (big expansion plans and revenue goals), which supports the investment case for continued server share gains and AI exposure. AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
• Neutral Sentiment: Aggregate analyst/forecast summaries show mixed views — momentum in 2025–26 is strong but valuation and AI competition create divergent price targets. Advanced Micro Devices Stock Forecast: Trending Views From Analysts
• Neutral Sentiment: Options-market commentary and short‑interest data items have produced noise; some derivatives flows suggest traders are pricing continued volatility around AI narratives. Options Markets Fires Warning Shot at Advanced Micro Devices Stock (AMD)
• Negative Sentiment: CEO Lisa Su sold 125,000 shares (~$26.8M) on Feb. 11, trimming her position by ~3.8% — insider selling can be viewed as a near-term headwind for sentiment. SEC filing — Lisa T. Su Form 4
• Negative Sentiment: EVP Forrest Norrod also sold shares (~19,450 shares, ~$4.2M) on Feb. 11, another insider sale that may weigh on sentiment when paired with the CEO sale. SEC filing — Forrest E. Norrod Form 4
• Negative Sentiment: Quiver/13F estimates show Wells Fargo’s fund materially trimmed AMD exposure in the most recent filing period, signaling some institutional repositioning away from the name. Fund Update: WELLS FARGO & COMPANY|MN Just Disclosed New Holdings
• Negative Sentiment: Some analysts warn AMD lags in networking and software stack areas, which could be a medium-term headwind if competitors strengthen integrated offerings. AMD is falling behind, warns this analyst who says other chip stocks are better bets

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.