CPU price hikes ignite demand talk: Social media buzz intensified after reports emerged of AMD planning 10-15% increases across its CPU lineup amid supply constraints and lead times extending to 8-12 weeks. Investors highlighted this as validation of surging demand, especially in AI workloads, propelling shares up over 7% in a session. The move outpaced rival Intel, underscoring competitive positioning.
AI chip orders fuel upside bets: Negotiations for a 10,000-unit order of MI355 accelerators from a Korean AI firm sparked optimism about data center growth. Coverage from UBS projected substantial gains from such megadeals, with robust revenue guidance of 34% year-over-year adding tailwinds. Chatter emphasized AMD's shift beyond mere challenger status in AI compute.
Geopolitical risks temper enthusiasm: Pullbacks tied to Iran tensions and risk-off sentiment have traders eyeing dip buys around $150-190 levels. While some warn of AI bubble pressures, others cite technical breakouts and institutional accumulation for a push toward $300. Discussion blends caution with conviction in long-term semis momentum.
Note: This discussion summary was generated from an AI condensation of post data.
AMD Insider Trading Activity
AMD insiders have traded $AMD stock on the open market 74 times in the past 6 months. Of those trades, 0 have been purchases and 74 have been sales.
Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months:
- LISA T SU (Chair, President & CEO) has made 0 purchases and 29 sales selling 335,000 shares for an estimated $70,581,937.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 8 sales selling 38,900 shares for an estimated $8,678,264.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 16 sales selling 36,942 shares for an estimated $8,482,597.
- JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 16 sales selling 34,462 shares for an estimated $7,069,321.
- PAUL DARREN GRASBY (EVP & CSO) has made 0 purchases and 2 sales selling 17,500 shares for an estimated $3,724,225.
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 3 sales selling 5,596 shares for an estimated $1,277,464.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AMD Revenue
AMD had revenues of $10.3B in Q4 2025. This is an increase of 34.11% from the same period in the prior year.
You can track AMD financials on Quiver Quantitative's AMD stock page.
AMD Congressional Stock Trading
Members of Congress have traded $AMD stock 9 times in the past 6 months. Of those trades, 5 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $15,000 on 02/18.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $65,000 on 02/10, 11/18 and 1 sale worth up to $50,000 on 12/19.
- REPRESENTATIVE CLEO FIELDS purchased up to $100,000 on 02/03.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AMD Hedge Fund Activity
We have seen 1,555 institutional investors add shares of AMD stock to their portfolio, and 1,370 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 56,775,938 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $12,159,134,882
- BLACKROCK, INC. added 11,138,322 shares (+8.2%) to their portfolio in Q4 2025, for an estimated $2,385,383,039
- JPMORGAN CHASE & CO added 7,346,717 shares (+54.2%) to their portfolio in Q4 2025, for an estimated $1,573,372,912
- JENNISON ASSOCIATES LLC added 7,035,991 shares (+181.6%) to their portfolio in Q4 2025, for an estimated $1,506,827,832
- D. E. SHAW & CO., INC. added 6,777,265 shares (+1916.6%) to their portfolio in Q4 2025, for an estimated $1,451,419,072
- FMR LLC added 5,546,021 shares (+63.3%) to their portfolio in Q4 2025, for an estimated $1,187,735,857
- MORGAN STANLEY removed 5,019,930 shares (-16.7%) from their portfolio in Q4 2025, for an estimated $1,075,068,208
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AMD Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Keybanc issued a "Overweight" rating on 01/13/2026
- Evercore ISI Group issued a "Outperform" rating on 11/12/2025
- Mizuho issued a "Outperform" rating on 11/12/2025
- Wedbush issued a "Outperform" rating on 11/10/2025
- CICC issued a "Outperform" rating on 11/07/2025
- UBS issued a "Buy" rating on 11/05/2025
To track analyst ratings and price targets for AMD, check out Quiver Quantitative's $AMD forecast page.
AMD Price Targets
Multiple analysts have issued price targets for $AMD recently. We have seen 27 analysts offer price targets for $AMD in the last 6 months, with a median target of $291.0.
Here are some recent targets:
- Srini Pajjuri from RBC Capital set a target price of $230.0 on 03/16/2026
- Cody Acree from Benchmark set a target price of $325.0 on 02/25/2026
- James Schneider from Goldman Sachs set a target price of $240.0 on 02/25/2026
- Mark Lipacis from Evercore ISI Group set a target price of $358.0 on 02/25/2026
- Vijay Rakesh from Mizuho set a target price of $280.0 on 02/25/2026
- Gil Luria from DA Davidson set a target price of $220.0 on 02/13/2026
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 02/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
