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

Advanced Micro Devices, Inc. (NASDAQ:AMD) has been given a consensus rating of “Moderate Buy” by the forty ratings firms that are covering the firm, MarketBeat.com reports. Ten analysts have rated the stock with a hold rating, twenty-nine have given a buy rating and one has assigned a strong buy rating to the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $290.5278.

A number of brokerages recently issued reports on AMD. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a research report on Wednesday, February 4th. Mizuho boosted their price target on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. Royal Bank Of Canada restated a “sector perform” rating and issued a $230.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 25th. UBS Group set a $310.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Raymond James Financial initiated coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price on the stock.

Insiders Place Their Bets

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 146,892 shares of company stock worth $31,584,408 over the last 90 days. Corporate insiders own 0.06% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Farmers National Bank purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at about $431,000. Nalls Sherbakoff Group LLC acquired a new position in Advanced Micro Devices in the 4th quarter valued at about $86,000. Meadowbrook Advisors Group LLC purchased a new stake in Advanced Micro Devices during the 4th quarter valued at approximately $619,000. DUTCH ASSET Corp acquired a new stake in Advanced Micro Devices during the 4th quarter worth approximately $9,307,000. Finally, Green Ridge Wealth Planning LLC acquired a new stake in Advanced Micro Devices during the 4th quarter worth approximately $2,278,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD struck a multi‑year patent/licensing agreement with Adeia, resolving litigation and giving AMD access to hybrid‑bonding and packaging IP that should strengthen its advanced packaging roadmap and edge AI product positioning. AMD Patent Truce And AI Push Reframe Long Term Growth Story
• Positive Sentiment: CEO Lisa Su’s trip to South Korea to meet Samsung (and other partners) is aimed at securing high‑bandwidth memory supply and deeper collaboration — a tactical move to protect AI chip production capacity. AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips
• Neutral Sentiment: Analyst/commentary pieces continue to rate AMD as a top growth/AI play and present bullish option strategies for investors, reflecting sustained interest but also divergent views on valuation and timing. AMD is a Top-Ranked Growth Stock
• Negative Sentiment: Meta announced plans to deploy multiple in‑house AI chips by 2027, an effort to reduce reliance on external suppliers like AMD for certain data‑center workloads — a potential longer‑term headwind for server GPU/AI compute demand. Meta plans new in-house AI chips
• Negative Sentiment: Near‑term share weakness was amplified by broader market risk‑off (rising oil and geopolitical tensions in the Persian Gulf), which pushed semiconductor and AI stocks down and drew attention away from CEO trips and long‑term catalysts. Why is AMD stock falling ahead of Lisa Su’s trip?

Advanced Micro Devices Trading Down 3.5%

AMD opened at $197.74 on Friday. The firm has a market capitalization of $322.40 billion, a price-to-earnings ratio of 74.62, a price-to-earnings-growth ratio of 0.77 and a beta of 1.98. The company’s 50 day simple moving average is $216.76 and its two-hundred day simple moving average is $209.62. Advanced Micro Devices has a 1-year low of $76.48 and a 1-year 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.

Advanced Micro Devices (NASDAQ:AMD) last posted 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. The firm had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.09 earnings per share. Analysts expect that Advanced Micro Devices will post 3.87 EPS for the current fiscal year.

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.