Advanced Micro Devices’ (AMD) Buy Rating Reaffirmed at Benchmark

Benchmark restated their buy rating on shares of Advanced Micro Devices (NASDAQ:AMD) in a report published on Wednesday, MarketBeat Ratings reports. The brokerage currently has a $325.00 price objective on the semiconductor manufacturer’s stock.

A number of other brokerages have also recently issued reports on AMD. Evercore ISI lifted their price objective on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. Mizuho lifted their price target on Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a research note on Wednesday, November 12th. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. Wedbush reaffirmed an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, UBS Group upped their price target on Advanced Micro Devices from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $286.50.

Advanced Micro Devices Trading Down 17.3%

Shares of Advanced Micro Devices stock opened at $200.19 on Wednesday. The stock has a market capitalization of $325.92 billion, a PE ratio of 75.54, a price-to-earnings-growth ratio of 1.01 and a beta of 1.94. Advanced Micro Devices has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a 50 day moving average price of $222.54 and a two-hundred day moving average price of $203.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results 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. The company had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.97% and a net margin of 12.52%.Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same period last year, the business earned $1.09 EPS. As a group, equities analysts anticipate that Advanced Micro Devices will post 3.87 earnings per share for the current fiscal year.

Insider Activity at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the sale, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction dated 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 owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 164,000 shares of company stock worth $36,034,173 over the last quarter. 0.06% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Advanced Micro Devices

Several institutional investors have recently bought and sold shares of the stock. Waterfront Wealth Inc. bought a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $1,145,000. Global Retirement Partners LLC purchased a new stake in Advanced Micro Devices during the second quarter worth $4,519,000. Cornercap Investment Counsel Inc. boosted its position in Advanced Micro Devices by 43.3% during the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock valued at $1,738,000 after acquiring an additional 3,702 shares in the last quarter. Swiss National Bank increased its holdings in shares of Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after acquiring an additional 341,000 shares during the period. Finally, New York State Common Retirement Fund raised its position in shares of Advanced Micro Devices by 8.4% in the 2nd quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock worth $317,748,000 after acquiring an additional 172,745 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong Q4 results — record revenue ($10.3B), robust data‑center growth and beat on adjusted EPS that show execution and healthy margins. Read More.
• Positive Sentiment: Management remains bullish on long‑term AI demand and product roadmap (MI450, Helios rack‑scale, new Ryzen AI/Instinct launches) — CEO Lisa Su reiterated that AI adoption accelerates and could drive material revenue in later years. Read More.
• Positive Sentiment: Several Wall Street firms reaffirmed or raised targets/ratings after the print (Evercore, KeyCorp, Benchmark), supporting a longer‑term bullish thesis. Read More.
• Neutral Sentiment: Some analysts and outlets frame the post‑earnings decline as a buying opportunity — view differs by time horizon (short‑term volatility vs. multi‑quarter AI ramp). Read More.
• Neutral Sentiment: Macro/sector pressure amplified the move: broader tech weakness and AI‑sector rotation contributed to heavier selling across semis, not just AMD. Read More.
• Negative Sentiment: Investors flagged guidance and China exposure: AMD disclosed roughly $390M of MI308 sales to China in Q4 but is capping China AI revenue at ~$100M in Q1 amid licensing/export uncertainty — raising doubts about how much of the AI upside is repeatable. Read More.
• Negative Sentiment: Q1 outlook disappointed some short‑term expectations — guidance midpoint implies sequential decline despite strong YoY growth, and whisper/“implied” numbers had been higher, prompting profit‑taking. Read More.
• Negative Sentiment: Traders took gains and pushed a large one‑day selloff (sector contagion, mixed analyst notes and some downgrades), turning a beat into a sharp drop and large market‑cap loss in the session. Read More.

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.