AI Competition Concerns: Recent discussions on X about Advanced Micro Devices (AMD) have centered on a significant stock price drop, with some noting a decline of nearly 23% in November 2025. Fears of losing market share in the AI chip sector have emerged, sparked by reports of a major tech player potentially switching to a competitor’s products. This has fueled intense debates about AMD’s future in the AI race.
Data Center Optimism: On a more positive note, chatter on X highlights AMD’s growing strength in the data center segment, with users pointing to strong demand for EPYC processors and upcoming AI chip releases like the MI350. Many believe the company is well-positioned to capitalize on long-term AI and computing trends. This optimism contrasts with the recent stock slump, creating a mixed narrative.
Future Growth Potential: Some discussions on X also focus on AMD’s potential for revenue growth in 2025, driven by AI-powered products and strategic partnerships with key industry players. Projections and analyses shared by users suggest confidence in AMD’s ability to challenge competitors if it sustains innovation. The conversation remains dynamic as investors weigh short-term setbacks against long-term opportunities.
Note: This discussion summary was generated from an AI condensation of post data.
Advanced Micro Devices Insider Trading Activity
Advanced Micro Devices insiders have traded $AMD stock on the open market 50 times in the past 6 months. Of those trades, 0 have been purchases and 50 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 4 sales selling 225,000 shares for an estimated $36,893,351.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 26 sales selling 103,006 shares for an estimated $18,362,738.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 10 sales selling 38,900 shares for an estimated $7,600,589.
- JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 7 sales selling 14,506 shares for an estimated $3,045,740.
- PAUL DARREN GRASBY (EVP & CSO) sold 10,000 shares for an estimated $1,732,100
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 3,011 shares for an estimated $670,804.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Advanced Micro Devices Congressional Stock Trading
Members of Congress have traded $AMD stock 10 times in the past 6 months. Of those trades, 8 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $150,000 on 08/15, 08/01, 07/30 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/07.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,514 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,145 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 added 14,398,783 shares (+61.8%) to their portfolio in Q3 2025, for an estimated $2,329,579,101
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 6,868,568 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,111,265,616
- PRICE T ROWE ASSOCIATES INC /MD/ removed 6,000,374 shares (-22.8%) from their portfolio in Q3 2025, for an estimated $970,800,509
- FMR LLC removed 5,788,751 shares (-39.8%) from their portfolio in Q3 2025, for an estimated $936,562,024
- JENNISON ASSOCIATES LLC added 3,874,319 shares (+inf%) to their portfolio in Q3 2025, for an estimated $626,826,071
- WELLINGTON MANAGEMENT GROUP LLP added 3,735,807 shares (+335.9%) to their portfolio in Q3 2025, for an estimated $604,416,214
- WINSLOW CAPITAL MANAGEMENT, LLC added 3,448,089 shares (+inf%) to their portfolio in Q3 2025, for an estimated $557,866,319
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Advanced Micro Devices Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 18 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 11/12/2025
- 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
- Rosenblatt issued a "Buy" rating on 11/05/2025
To track analyst ratings and price targets for Advanced Micro Devices, check out Quiver Quantitative's $AMD forecast page.
Advanced Micro Devices Price Targets
Multiple analysts have issued price targets for $AMD recently. We have seen 29 analysts offer price targets for $AMD in the last 6 months, with a median target of $280.0.
Here are some recent targets:
- Aaron Rakers from Wells Fargo set a target price of $345.0 on 11/12/2025
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 11/12/2025
- Matt Bryson from Wedbush set a target price of $290.0 on 11/12/2025
- Suji Desilva from Roth Capital set a target price of $300.0 on 11/12/2025
- Harsh Kumar from Piper Sandler set a target price of $280.0 on 11/12/2025
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 11/12/2025
- Vivek Arya from B of A Securities set a target price of $300.0 on 11/12/2025
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.
