Recent discussions on X about Advanced Micro Devices (AMD) have centered around the company's strong positioning in the AI and data center markets, especially as it competes with industry giants. Many users have highlighted AMD's EPYC processors gaining significant market share in servers and the promising performance of its MI series accelerators, with some pointing to collaborations with major tech firms as a key growth driver for 2025. There’s a palpable excitement about potential revenue growth, with several noting the company's strategic moves in AI-powered laptops and enterprise solutions.
However, not all chatter is unequivocally positive, as some on X express concerns about the competitive pressure from rivals and the sustainability of recent stock gains, especially after a notable jump in price earlier this year. Posts often mention the challenge of maintaining momentum amidst a rapidly evolving semiconductor landscape, with debates on whether AMD can carve out a larger niche against dominant players. This mix of optimism and caution keeps the conversation dynamic and closely watched by investors.
Note: This discussion summary was generated from an AI condensation of post data.
Advanced Micro Devices Congressional Stock Trading
Members of Congress have traded $AMD stock 18 times in the past 6 months. Of those trades, 13 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $50,000 on 05/15 and 2 sales worth up to $65,000 on 04/08, 01/13.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 9 times. They made 9 purchases worth up to $135,000 on 05/14, 05/05, 04/09, 04/08, 01/21, 01/08 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 5 times. They made 3 purchases worth up to $200,000 on 05/08, 03/31, 03/05 and 2 sales worth up to $200,000 on 05/12, 04/07.
- SENATOR MARKWAYNE MULLIN sold up to $100,000 on 02/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Advanced Micro Devices Insider Trading Activity
Advanced Micro Devices insiders have traded $AMD stock on the open market 11 times in the past 6 months. Of those trades, 2 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months:
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 9 sales selling 70,000 shares for an estimated $7,495,633.
- PHILIP GUIDO (EVP & Chief Commercial Officer) has made 2 purchases buying 13,445 shares for an estimated $1,498,944 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,134 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,191 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FISHER ASSET MANAGEMENT, LLC removed 22,735,111 shares (-94.4%) from their portfolio in Q1 2025, for an estimated $2,335,805,304
- JENNISON ASSOCIATES LLC removed 9,096,394 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $934,563,519
- INFINITUM ASSET MANAGEMENT, LLC added 7,191,800 shares (+inf%) to their portfolio in Q1 2025, for an estimated $738,885,532
- MARSHALL WACE, LLP added 6,944,358 shares (+327.1%) to their portfolio in Q1 2025, for an estimated $713,463,340
- BAILLIE GIFFORD & CO removed 6,350,514 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $652,451,808
- JANE STREET GROUP, LLC added 6,187,535 shares (+238.4%) to their portfolio in Q1 2025, for an estimated $635,707,345
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 5,915,185 shares (+131.5%) to their portfolio in Q1 2025, for an estimated $607,726,106
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 10 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Reduce" rating on 07/01/2025
- Piper Sandler issued a "Overweight" rating on 06/20/2025
- Roth Capital issued a "Buy" rating on 06/13/2025
- Evercore ISI issued a "Outperform" rating on 06/13/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/09/2025
- Barclays issued a "Overweight" rating on 05/16/2025
- Wedbush issued a "Outperform" rating on 05/07/2025
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 18 analysts offer price targets for $AMD in the last 6 months, with a median target of $145.5.
Here are some recent targets:
- Suji Desilva from Roth Capital set a target price of $150.0 on 06/13/2025
- Mark Lipacis from Evercore ISI set a target price of $144.0 on 06/13/2025
- Tom O'Malley from Barclays set a target price of $130.0 on 05/16/2025
- Timothy Arcuri from UBS set a target price of $150.0 on 05/07/2025
- Ben Reitzes from Melius Research set a target price of $110.0 on 05/07/2025
- Ruben Roy from Stifel Nicolaus set a target price of $132.0 on 04/28/2025
- Vivek Arya from Loop Capital Markets set a target price of $160.0 on 04/16/2025
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.
