Advanced Micro Devices, Inc. (NASDAQ:AMD) Receives Average Recommendation of "Moderate Buy" from Brokerages

Key Points

• Analyst consensus: 41 brokerages rate AMD an overall "Moderate Buy" (31 buys, 9 holds, 1 strong buy) with an average 1‑year price target of about $300.05.
• Recent results: AMD beat Q1 expectations with $1.53 EPS vs. $1.32 expected and revenue of $10.27B vs. $9.65B, a 34.1% year‑over‑year revenue increase.
• Insiders & valuation: CEO Lisa Su sold 85,000 shares (avg $198.77) and EVP Mark Papermaster sold 31,320 shares (avg $350); insiders sold ~304,672 shares worth $70.1M last quarter while the stock trades near $360 with a P/E around 136, highlighting potential valuation risk relative to the $300 analyst target.

Advanced Micro Devices, Inc. (NASDAQ:AMD - Get Free Report) has been given an average rating of "Moderate Buy" by the forty-one ratings firms that are covering the firm, Marketbeat reports. Nine research analysts have rated the stock with a hold recommendation, thirty-one have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $300.0541.

A number of research analysts recently weighed in on the stock. Wedbush restated an "outperform" rating and set a $290.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. The Goldman Sachs Group lifted their target price on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. Wall Street Zen upgraded shares of Advanced Micro Devices from a "hold" rating to a "buy" rating in a research note on Monday, January 26th. Northland Securities reiterated a "market perform" rating and issued a $260.00 price target on shares of Advanced Micro Devices in a research note on Monday, April 27th. Finally, Morgan Stanley decreased their price target on shares of Advanced Micro Devices from $260.00 to $255.00 and set an "equal weight" rating on the stock in a research note on Wednesday, February 4th.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of the business's stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the sale, the chief executive officer owned 3,146,006 shares in the company, valued at $625,331,612.62. The trade was a 2.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Mark D. Papermaster sold 31,320 shares of the business's stock in a transaction on Friday, April 24th. The stock was sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the completion of the sale, the executive vice president owned 1,236,037 shares in the company, valued at approximately $432,612,950. The trade was a 2.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 304,672 shares of company stock worth $70,135,070 in the last quarter. 0.50% of the stock is owned by company insiders.

Institutional Trading of Advanced Micro Devices

Several hedge funds have recently bought and sold shares of AMD. Joseph Group Capital Management bought a new stake in shares of Advanced Micro Devices in the 4th quarter worth about $25,000. ORG Wealth Partners LLC increased its holdings in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after buying an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. increased its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after buying an additional 61 shares during the last quarter. Sarver Vrooman Wealth Advisors bought a new stake in shares of Advanced Micro Devices in the 4th quarter worth about $27,000. Finally, Cornerstone Financial Management LLC bought a new stake in shares of Advanced Micro Devices in the 4th quarter worth about $27,000. 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: Riot Platforms expanded its AMD data‑center deal (adds ~25 MW / doubles contracted capacity), a visible commercial win that signals more data‑center GPU deployments for AMD and helped lift market enthusiasm. Riot jumps 10% as AMD signs additional 25 MW AI deployment: Q1 Earnings
• Positive Sentiment: Leaked timing for AMD’s Ryzen AI “halo” mini‑PC has driven retail and trader excitement around new product cadence and edge/desktop AI sales upside. AMD Stock Rallies as a Release Date for the Ryzen AI Halo PC Leaks
• Positive Sentiment: Coverage pieces (e.g., Forbes) argue AMD is breaking into Nvidia’s data‑center dominance, reinforcing a narrative of expanding GPU+CPU share in AI infrastructure. That narrative supports a higher long‑term multiple if AMD keeps winning design slots. AMD's AI Coup: Breaking The Nvidia Monopoly
• Positive Sentiment: Susquehanna and other bullish analyst notes ahead of earnings highlight growing data‑center demand and recommend buying before May 5, supporting short‑term momentum into AMD’s Q1 print. As Data Center Demand Grows, Susquehanna Says You Should Buy AMD Stock Before May 5
• Neutral Sentiment: Wall Street is split: several five‑star analysts are divided on valuation and near‑term upside even as the stock has rallied sharply, so guidance/metrics in AMD’s upcoming report will matter more than headlines. 5-Star Analysts Are Split on AMD as Stock Soars into Q1 Earnings
• Negative Sentiment: ARK Invest trimmed AMD from its ETF (Cathie Wood reallocated into Meta/Alphabet), signaling at least some active‑manager profit taking that can pressure the stock after a big run. Cathie Wood Loads Up on Meta, Alphabet Sells AMD
• Negative Sentiment: Schwab and other strategists warn the semiconductor group faces “overhead supply” risk after a near‑50% rally from March lows — a cautionary signal that a pullback or rotation is possible if earnings/guidance disappoint. Schwab Analyst: Chip Stocks Face ‘Overhead Supply’ Risk After 50% Rally Off March Lows
• Negative Sentiment: Royal Bank of Canada bumped its price target to $325 but kept a “sector perform” call; that TP sits below the current quote and can be read as a reminder of valuation risk if momentum fades. RBC Raises AMD Price Target to $325 (Benzinga)

Advanced Micro Devices Stock Up 1.7%

AMD opened at $360.54 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. Advanced Micro Devices has a fifty-two week low of $96.88 and a fifty-two week high of $362.79. The firm's fifty day moving average is $232.51 and its 200 day moving average is $228.24. The stock has a market cap of $587.80 billion, a price-to-earnings ratio of 136.05, a price-to-earnings-growth ratio of 1.28 and a beta of 2.40.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating analysts' consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company had revenue of $10.27 billion for the quarter, compared to analysts' expectations of $9.65 billion. During the same quarter in the previous year, the company earned $1.09 EPS. Advanced Micro Devices's revenue for the quarter was up 34.1% on a year-over-year basis. On average, sell-side analysts forecast that Advanced Micro Devices will post 5.82 earnings per share 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.

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