AI Growth Buzz: Recent chatter on X about Advanced Micro Devices (AMD) has been intense, with a focus on the company’s advancements in AI and data center technologies. Many are excited about the performance of AMD’s EPYC processors and MI series accelerators, viewing them as strong contenders against industry leaders. There’s also anticipation for upcoming partnerships that could drive further growth.
Stock Surge Reaction: Posts on X have highlighted a significant jump in AMD’s stock price, up around 9% recently, following positive analyst upgrades and a promising Analyst Day. Discussions point to renewed optimism around AMD’s AI revenue trajectory and margin growth as key drivers. However, some caution that market volatility could still pose risks.
Earnings Impact: AMD’s latest quarterly results, showing record revenue, have also fueled conversations on X, though reactions to the AI outlook remain mixed. While many praise the company’s strong data center growth, others note disappointment over certain forward-looking projections. The debate keeps the stock in sharp focus among investors.
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 31 times in the past 6 months. Of those trades, 1 have been purchases and 30 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 17 sales selling 85,898 shares for an estimated $14,254,803.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 6 sales selling 19,450 shares for an estimated $3,139,293.
- PAUL DARREN GRASBY (EVP & CSO) sold 10,000 shares for an estimated $1,732,100
- PHILIP GUIDO (EVP & Chief Commercial Officer) purchased 8,800 shares for an estimated $999,328
- 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 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,488 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,125 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 13,526,953 shares (+106.2%) to their portfolio in Q2 2025, for an estimated $1,919,474,630
- INFINITUM ASSET MANAGEMENT, LLC removed 7,121,800 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $1,010,583,420
- 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
- AMUNDI removed 6,355,648 shares (-35.6%) from their portfolio in Q2 2025, for an estimated $901,866,451
- 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
- JANE STREET GROUP, LLC removed 3,807,979 shares (-43.4%) from their portfolio in Q2 2025, for an estimated $540,352,220
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
- Rosenblatt issued a "Buy" rating on 11/05/2025
- Benchmark 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:
- 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
- Mark Lipacis from Evercore ISI Group set a target price of $283.0 on 11/12/2025
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 11/12/2025
- Vijay Rakesh from Mizuho set a target price of $285.0 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.
