Advanced Micro Devices (NASDAQ:AMD) Stock Price Up 3.3% - Should You Buy?

Key Points

• AMD shares rose 3.3% to about $255 as reports of strong agentic AI-driven demand for EPYC server CPUs and GPU/CPU supply constraints lifted sentiment, and Wall Street shows bullishness with a consensus rating of "Moderate Buy" and an average target price of $290.19.
• The company posted a solid quarterly beat—EPS $1.53 vs. $1.32 est. and revenue $10.27 billion (up 34.1% YoY)—but trades at a premium multiple (P/E ~96), reflecting growth expectations.
• Offsetting some optimism, insiders (including CEO Lisa Su) sold shares recently and institutions have trimmed exposure (e.g., ARK), highlighting potential near‑term sentiment risk despite the bullish fundamentals.

Advanced Micro Devices, Inc. (NASDAQ:AMD - Get Free Report) rose 3.3% during trading on Tuesday . The stock traded as high as $255.46 and last traded at $255.06. Approximately 25,363,679 shares changed hands during mid-day trading, a decline of 32% from the average daily volume of 37,362,488 shares. The stock had previously closed at $246.83.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Reports say agentic AI growth is boosting demand for AMD’s EPYC server CPUs, supporting stronger data‑center revenue prospects and helping lift sentiment around AMD’s AI positioning. AMD Stock Jumps as Agentic AI Growth Fuels Increased EPYC CPU Demand
• Positive Sentiment: Coverage notes GPU and CPU supply constraints amid surging demand, and cites AMD’s ~41% server market share — a near‑term revenue tailwind ahead of AMD’s May quarter report and upside to pricing and sell‑through. Advanced Micro Devices (AMD) Stock: GPU and CPU Supply Constraints Signal Robust Demand Ahead of Q1 Report
• Positive Sentiment: KeyBanc and other brokers are highlighting CPU demand as a catalyst and naming AMD a top buy idea — analyst support can drive momentum and raise institutional interest. KeyBanc Taps INTC, AMD Stocks as Top Buys on CPU Demand. Should You Load Up Now?
• Positive Sentiment: Multiple outlets reiterate bullish price targets and buy views (e.g., $250+ coverage, $311 target in some writeups), reflecting confidence in AI/server sales and giving formal upside benchmarks for investors. Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?
• Neutral Sentiment: Macro pieces flag surging GPU prices and industrywide shortages that benefit GPU-as-a-Service and chip vendors broadly — a positive structural backdrop but not AMD‑specific guidance. GPU Prices Are Surging—3 Ways to Play the AI Chip Shortage (AMD)
• Neutral Sentiment: Roundups (e.g., “5 stocks to watch”) include AMD alongside peers; these pieces keep AMD in the headlines but typically don’t move fundamentals by themselves. 5 stocks to watch on Tuesday: AMD, JPM, AMZN, NVDA, WFC
• Negative Sentiment: Some institutional shifts have trimmed AMD exposure recently — ARK (Blockonomi coverage) rotated ~$10M from AMD into Palantir, which can weigh on sentiment if trend continues. ARK Invest Rotates $10M from AMD into Palantir (PLTR) Stock Amid Market Volatility
• Negative Sentiment: Reports note portfolio managers (e.g., Cathie Wood) trimming large chip positions, and product updates (an AMD AI app update) failed to move shares — reminders that active profit‑taking and valuation scrutiny can produce pullbacks even on good news. AMD Updates AI App as Stock Slips

Wall Street Analyst Weigh In

AMD has been the topic of several recent research reports. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Truist Financial set a $283.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Rosenblatt Securities reaffirmed a "buy" rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Piper Sandler reaffirmed an "overweight" rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, Phillip Securities raised Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research note on Sunday, February 8th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $290.19.

Advanced Micro Devices Trading Up 3.3%

The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The stock has a 50 day simple moving average of $208.08 and a 200-day simple moving average of $218.38. The firm has a market cap of $415.83 billion, a P/E ratio of 96.25, a P/E/G ratio of 0.91 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter in the previous year, the company posted $1.09 EPS. The company's revenue was up 34.1% compared to the same quarter last year. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insiders Place Their Bets

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, March 12th. The stock was 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 of the company's stock, valued at $625,331,612.62. The trade was a 2.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Mark D. Papermaster sold 3,293 shares of Advanced Micro Devices stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $225.00, for a total value of $740,925.00. Following the completion of the sale, the executive vice president directly owned 1,294,466 shares in the company, valued at approximately $291,254,850. The trade was a 0.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 242,685 shares of company stock worth $50,757,308. Insiders own 0.50% of the company's stock.

Institutional Trading of Advanced Micro Devices

A number of large investors have recently added to or reduced their stakes in the company. Joseph Group Capital Management bought a new position in shares of Advanced Micro Devices during the 4th quarter valued at approximately $25,000. ORG Wealth Partners LLC increased its position in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. increased its position in shares of Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 61 shares during the last quarter. Sarver Vrooman Wealth Advisors bought a new position in shares of Advanced Micro Devices during the 4th quarter valued at approximately $27,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Advanced Micro Devices during the 4th quarter valued at approximately $27,000. Institutional investors own 71.34% of the company's stock.

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.

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