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

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) have been assigned a consensus rating of “Moderate Buy” from the forty research firms that are covering the firm, MarketBeat Ratings reports. Nine analysts have rated the stock with a hold recommendation, thirty have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $290.1944.

Several analysts have recently commented on the company. Morgan Stanley decreased their target price on 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. UBS Group set a $310.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. Evercore reaffirmed an “outperform” rating and issued a $358.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. The Goldman Sachs Group raised their target price on Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 25th. Finally, China Renaissance assumed coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price for the company.

Advanced Micro Devices Stock Performance

AMD opened at $220.18 on Tuesday. The firm has a market cap of $358.97 billion, a PE ratio of 83.09, a P/E/G ratio of 0.82 and a beta of 1.96. The business has a fifty day simple moving average of $209.24 and a 200-day simple moving average of $215.70. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. 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 earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. The business 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%.Advanced Micro Devices’s revenue was up 34.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.09 earnings per share. As a group, equities analysts predict that Advanced Micro Devices will post 3.87 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, 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 completion of the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices 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 sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is currently owned by corporate insiders.

Institutional Trading of Advanced Micro Devices

A number of institutional investors have recently bought and sold shares of the company. Old North State Trust LLC boosted its position in Advanced Micro Devices by 73.2% during the fourth quarter. Old North State Trust LLC now owns 5,260 shares of the semiconductor manufacturer’s stock valued at $1,126,000 after purchasing an additional 2,223 shares during the last quarter. J. Derek Lewis & Associates Inc. acquired a new stake in Advanced Micro Devices during the fourth quarter valued at $584,000. Purpose Unlimited Inc. acquired a new stake in Advanced Micro Devices during the fourth quarter valued at $18,251,000. Stance Capital LLC boosted its position in Advanced Micro Devices by 204.1% during the fourth quarter. Stance Capital LLC now owns 25,773 shares of the semiconductor manufacturer’s stock valued at $5,519,000 after purchasing an additional 17,299 shares during the last quarter. Finally, Cornerstone Planning LLC acquired a new stake in Advanced Micro Devices during the fourth quarter valued at $5,024,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Surge in AI/server demand — Reports say “agentic AI” and unexpectedly strong server CPU demand have bumped chip orders and helped AMD gain share versus peers, a clear fundamental driver for revenue and pricing power. Read More.
• Positive Sentiment: Citi puts AMD on a 30‑day positive catalyst watch — Citi flagged AMD as a near‑term opportunity tied to AI CPU demand and pricing trends, which tends to spur short‑term buying by funds watching catalyst lists. Read More.
• Positive Sentiment: Broader industry tailwinds — Coverage noting strong server CPU demand lifted both Intel and AMD shares today, suggesting sector momentum (data center spend) is helping AMD’s stock. Read More.
• Positive Sentiment: Broker upgrades and buy‑lists — Erste Group’s upgrade and inclusion in AI growth/buy lists (The Motley Fool, investment writeups) reinforce the narrative that AMD is a leader in chips for AI workloads. Read More.
• Neutral Sentiment: Technical consolidation/recovery — Coverage notes AMD is trying to recover after a large pullback and trading above a key technical level; useful for traders but uncertain for fundamentals. Read More.
• Neutral Sentiment: Long‑term buy theses remain despite macro risks — Contrarian pieces highlight AMD as a long‑term AI/semiconductor growth pick amid market pessimism; helpful for longer‑horizon investors but less relevant to near‑term moves. Read More.
• Negative Sentiment: Price‑target cut from Citigroup — Citi trimmed AMD’s target from $260 to $248 and assigned a “neutral” rating, which can cap upside and gives investors a more cautious near‑term outlook despite the catalyst watch. Read More.

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.