Earnings reaction: Social media erupted following AMD's recent quarterly results, which showed 34% revenue growth to $10.3 billion fueled by data center strength. Conservative guidance for 32% year-over-year growth next quarter drew criticism, prompting a sharp 21% selloff in shares. Observers highlighted CEO Lisa Su's history of underpromising as a potential setup for future beats.
Technical pullback: Traders debated a deeper correction toward $180-$200 support levels amid Fibonacci retracement targets. Some positioned for bounces from volume profile zones, viewing the dip as a discount. Long-term forecasts pointed to substantial upside, with projections reaching $888 to $1,110 by 2029.
AI partnerships: Optimism persisted around AI momentum, including a new deal with Tata Consultancy to deploy data center tech in India. Data center revenue surged 39%, reinforcing competitive gains in EPYC and Instinct products. Discussions balanced short-term volatility with enduring bullishness on inference dominance.
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 77 times in the past 6 months. Of those trades, 0 have been purchases and 77 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 26 sales selling 475,000 shares for an estimated $90,580,131.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 14 sales selling 58,350 shares for an estimated $11,817,558.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 17 sales selling 50,708 shares for an estimated $10,550,310.
- 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) sold 10,000 shares for an estimated $2,187,700
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 3 sales selling 5,453 shares for an estimated $1,243,258.
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 5 times in the past 6 months. Of those trades, 2 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 2 times. They made 1 purchase worth up to $50,000 on 11/18 and 1 sale worth up to $50,000 on 12/19.
- 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 1,546 institutional investors add shares of AMD stock to their portfolio, and 1,366 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 14 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
- Stifel 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:
- Gil Luria from DA Davidson set a target price of $220.0 on 02/13/2026
- Joseph Moore from Morgan Stanley set a target price of $255.0 on 02/04/2026
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 02/04/2026
- Mark Lipacis from Evercore ISI Group set a target price of $328.0 on 02/04/2026
- Matt Bryson from Wedbush set a target price of $290.0 on 02/04/2026
- Cody Acree from Benchmark set a target price of $325.0 on 02/04/2026
- John Vinh from Keybanc 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.
