Q1 Earnings Beat Sparks Rally: AMD delivered first-quarter results that exceeded expectations, posting earnings per share of $1.37 against $1.29 anticipated and revenue of $10.25 billion surpassing $9.92 billion forecasts. Data center revenue reached a record $5.8 billion, up 57% year-over-year, driven by robust AI chip demand. The shares surged more than 20% the next day, pushing the market cap past $690 billion.
Analyst Views Mixed but Upbeat: Bernstein upgraded AMD to outperform with a $525 price target, projecting over $14 in 2027 earnings amid sustained AI growth. While HSBC had cautioned on valuations and capacity limits pre-earnings, CEO Lisa Su emphasized server CPU market expansion beyond 35% annually to $120 billion by 2030. Social media conversations highlight AMD's edge in inference workloads and partnerships like OpenAI's networking protocol.
AI Infrastructure Tailwinds: Discussions praise new products such as the Instinct MI350P for enabling enterprise AI without data center rebuilds. Investors note AMD's gains in China market share and U.S. inference demand versus Nvidia dominance. Momentum persists as hyperscalers scale AI deployments.
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 71 times in the past 6 months. Of those trades, 0 have been purchases and 71 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.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 14 sales selling 87,864 shares for an estimated $25,405,875.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 8 sales selling 38,900 shares for an estimated $8,678,264.
- 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 2 sales selling 2,728 shares for an estimated $629,267.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
AMD Revenue
AMD had revenues of $10.3B in Q1 2026. This is an increase of 37.85% from the same period in the prior year.
You can track AMD financials on Quiver Quantitative's AMD stock page.
You can access data on AMD stock through the Quiver Quantitative API.
AMD Congressional Stock Trading
Members of Congress have traded $AMD stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $115,000 on 04/14, 02/10, 11/18 and 2 sales worth up to $65,000 on 03/13, 12/19.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $15,000 on 02/18.
- REPRESENTATIVE CLEO FIELDS purchased up to $100,000 on 02/03.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
AMD Hedge Fund Activity
We have seen 1,601 institutional investors add shares of AMD stock to their portfolio, and 1,305 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
- 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
- CARDANO RISK MANAGEMENT B.V. removed 4,193,413 shares (-89.7%) from their portfolio in Q1 2026, for an estimated $832,497,315
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
AMD Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 05/06/2026
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Keybanc issued a "Overweight" rating on 01/13/2026
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 28 analysts offer price targets for $AMD in the last 6 months, with a median target of $420.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $358.0 on 05/07/2026
- Gil Luria from DA Davidson set a target price of $425.0 on 05/06/2026
- James Schneider from Goldman Sachs set a target price of $450.0 on 05/06/2026
- Ruben Roy from Stifel set a target price of $450.0 on 05/06/2026
- Joseph Moore from Morgan Stanley set a target price of $410.0 on 05/06/2026
- Christopher Rolland from Susquehanna set a target price of $450.0 on 05/06/2026
- Cody Acree from Benchmark set a target price of $485.0 on 05/06/2026
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.
