Earnings Anticipation Rises: Social media platforms are lighting up with discussions around AMD's upcoming earnings report, set for release after Tuesday's market close. Investors highlight the stock's position in a packed week of big tech reports, fueling talk of heightened volatility and trading opportunities. Many are preparing strategies like selling puts to capitalize on potential swings.
Options and Volatility in Focus: Chatter centers on the juicy premiums available amid earnings uncertainty, with AMD frequently grouped alongside peers like Palantir and Shopify. Traders express interest in acquiring shares at lower prices if dips occur post-report. The conversation underscores the event's potential to drive short-term price action.
AI Hardware Momentum: Amid the earnings hype, developers are showcasing advances with AMD's MI300X chips, including successful migrations and bug fixes in ROCm software. This technical buzz adds a layer of positivity to broader stock talks. Overall, sentiment reflects eager anticipation blended with tactical trading mindsets.
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.
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 7 times in the past 6 months. Of those trades, 4 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 4 times. They made 2 purchases worth up to $65,000 on 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.
AMD Hedge Fund Activity
We have seen 1,565 institutional investors add shares of AMD stock to their portfolio, and 1,293 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
AMD Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 10 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
- Mizuho issued a "Outperform" rating on 11/12/2025
- Evercore ISI Group 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
- Benchmark 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 25 analysts offer price targets for $AMD in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Srini Pajjuri from RBC Capital set a target price of $325.0 on 05/01/2026
- Christopher Rolland from Susquehanna set a target price of $375.0 on 04/29/2026
- Gus Richard from Northland Capital Markets set a target price of $260.0 on 04/27/2026
- Gil Luria from DA Davidson set a target price of $375.0 on 04/24/2026
- Ruben Roy from Stifel set a target price of $320.0 on 04/20/2026
- Stacy Rasgon from Bernstein set a target price of $265.0 on 04/16/2026
- Christopher Danely from Citigroup set a target price of $248.0 on 04/06/2026
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.
