Advanced Micro Devices (NASDAQ:AMD) Earns “Overweight” Rating from Wells Fargo & Company

Advanced Micro Devices (NASDAQ:AMD)‘s stock had its “overweight” rating restated by analysts at Wells Fargo & Company in a research report issued to clients and investors on Friday, Marketbeat.com reports. They presently have a $345.00 target price on the semiconductor manufacturer’s stock. Wells Fargo & Company‘s price objective points to a potential upside of 42.78% from the stock’s previous close.

AMD has been the subject of several other reports. China Renaissance started coverage on Advanced Micro Devices in a report on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price for the company. Deutsche Bank Aktiengesellschaft set a $235.00 price target on shares of Advanced Micro Devices and gave the company a “hold” rating in a report on Tuesday, October 14th. Cantor Fitzgerald set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, December 16th. DZ Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price target for the company in a research report on Wednesday, October 8th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $281.06.

Advanced Micro Devices Price Performance

Shares of AMD stock traded down $10.55 during trading hours on Friday, hitting $241.63. 15,208,906 shares of the company’s stock were exchanged, compared to its average volume of 36,649,801. The company has a market capitalization of $393.39 billion, a PE ratio of 119.73, a PEG ratio of 1.05 and a beta of 1.95. Advanced Micro Devices has a 12-month low of $76.48 and a 12-month high of $267.08. The business’s 50 day simple moving average is $220.82 and its 200-day simple moving average is $201.51. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The company had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm’s revenue was up 35.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.92 EPS. On average, equities research analysts anticipate that Advanced Micro Devices will post 3.87 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on 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 owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the sale, the executive vice president directly owned 300,348 shares in the company, valued at $68,890,820.76. This trade represents a 6.08% 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 164,000 shares of company stock valued at $36,034,173. 0.06% of the stock is owned by company insiders.

Institutional Trading of Advanced Micro Devices

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after acquiring an additional 2,970 shares during the period. Pure Financial Advisors LLC boosted its holdings in shares of Advanced Micro Devices by 9.1% during the 2nd quarter. Pure Financial Advisors LLC now owns 5,488 shares of the semiconductor manufacturer’s stock valued at $779,000 after acquiring an additional 459 shares during the last quarter. Finally, Vicus Capital raised its holdings in shares of Advanced Micro Devices by 4.6% during the second quarter. Vicus Capital now owns 2,624 shares of the semiconductor manufacturer’s stock valued at $372,000 after purchasing an additional 115 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Analyst buy reiteration and $300 price target from Susquehanna highlights growing confidence in AMD’s AI/data‑center momentum and multi‑segment growth outlook through 2026. AMD Buy Rating Reiterated
• Positive Sentiment: MarketBeat highlights AMD as one of five 2025 winners still positioned for further gains, citing the upcoming MI450 AI accelerator and expectation of a meaningful datacenter inflection. This supports upside thesis tied to new product launches. 5 Stocks to Buy in February
• Positive Sentiment: Microsoft says it will continue buying AI chips from Nvidia and AMD even as it rolls out its own chips — a demand‑supportive comment that reduces customer concentration risk and signals continued hyperscaler spending. Microsoft won’t stop buying AI chips
• Positive Sentiment: Coverage noting AMD’s EPYC CPUs and Instinct GPUs gaining traction in data centers reinforces the revenue/earnings upside ahead of Q4 results and helps justify premium multiples tied to AI demand. Can AMD’s Q4 Earnings Report Push the Stock to New Highs?
• Neutral Sentiment: Multiple analyst/preview pieces (Zacks, TipRanks) expect strong Q4 revenue growth (~25%) driven by data‑center; these set expectations that could amplify moves after the earnings print. AMD Gears Up to Report Q4 Earnings
• Neutral Sentiment: Coverage questions valuation — several pieces call AMD “expensive” despite strong secular demand; high multiples mean good results are needed to maintain momentum. Is Advanced Micro Devices a Good AI Stock to Buy Right Now?
• Neutral Sentiment: Options flow/“market whales” stories show elevated trading activity around AMD options — can amplify intraday moves but are not a definitive directional signal. Market Whales and Their Recent Bets on AMD Options
• Negative Sentiment: Short‑term price pressure surfaced around reports (SOCAMM2 memory) that briefly weighed on chip stocks, and high valuation makes AMD vulnerable to downside if earnings/macro news disappoints. AMD & Qualcomm Stocks Slip

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.