Advanced Micro Devices (NASDAQ:AMD) Price Target Raised to $280.00 at Mizuho

Advanced Micro Devices (NASDAQ:AMD) had its price objective hoisted by Mizuho from $275.00 to $280.00 in a research note published on Wednesday,Benzinga reports. The firm currently has an outperform rating on the semiconductor manufacturer’s stock.

A number of other equities research analysts have also recently issued reports on AMD. KeyCorp restated an “overweight” rating and set a $330.00 price objective on shares of Advanced Micro Devices in a report on Tuesday. Morgan Stanley dropped their target price on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. Loop Capital set a $290.00 target price on Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Evercore reaffirmed an “outperform” rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $210.86 on Wednesday. Advanced Micro Devices has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The business has a 50 day simple moving average of $219.80 and a 200 day simple moving average of $207.83. The stock has a market cap of $343.79 billion, a price-to-earnings ratio of 79.57, a PEG ratio of 0.81 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue was up 34.1% compared to the same quarter last year. During the same period last year, the company earned $1.09 earnings per share. Analysts anticipate 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, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The transaction 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 Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is owned by company insiders.

Hedge Funds Weigh In On Advanced Micro Devices

A number of hedge funds have recently modified their holdings of the company. Tempo Wealth LLC bought a new position in Advanced Micro Devices in the 4th quarter worth $7,102,000. MidFirst Bank purchased a new stake in Advanced Micro Devices during the 4th quarter valued at about $14,593,000. Barnes Wealth Management Group Inc bought a new stake in shares of Advanced Micro Devices during the fourth quarter valued at approximately $211,000. SG Trading Solutions LLC purchased a new stake in shares of Advanced Micro Devices during the fourth quarter valued at $1,613,000. Finally, Pacer Advisors Inc. raised its holdings in shares of Advanced Micro Devices by 27.1% during the fourth quarter. Pacer Advisors Inc. now owns 393,942 shares of the semiconductor manufacturer’s stock valued at $84,367,000 after purchasing an additional 84,077 shares during the last quarter. Hedge funds and other institutional investors 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: Large, multi‑year Meta contract validates AMD as a hyperscaler AI supplier and supports long‑term data‑center revenue growth; shipments for the first 1GW start H2 2026. AMD shares jump as Meta agrees to deploy up to 6 gigawatts of its AI chips
• Positive Sentiment: Multiple sell‑side firms raised targets or reiterated buys after the announcement, citing meaningful EPS upside from sustained data‑center demand. Analyst bullish note
• Positive Sentiment: Partnerships and ecosystem moves (e.g., Nutanix tying into AMD platforms) broaden customer options and help win hyperscaler and enterprise deployments. Nutanix partnership article
• Neutral Sentiment: Market mechanics: the Meta announcement already caused a strong rally earlier (investors priced in future revenue), so some profit‑taking and rotation are normal after the initial surge. Barchart coverage of market reaction
• Negative Sentiment: Deal structure includes performance‑based warrants that could allow Meta to acquire up to ~10% of AMD, creating dilution risk and a “circular” financing concern that some investors and analysts flagged. Fortune on warrants and potential stake
• Negative Sentiment: Execution and competition risk remain: scaling multi‑GW deployments, meeting hyperscaler specs, and ongoing rivalry with Nvidia (and its upcoming systems) keep downside risk if AMD stumbles on delivery, margin or performance. Zacks analysis on competition & execution
• Negative Sentiment: Retail/income products tied to AMD (e.g., an AMD options‑income ETF) can attract yield‑seeking flows but carry strategy and tracking‑risk that could amplify volatility for the stock. 24/7 Wall St. on AMDY ETF risks

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.