Advanced Micro Devices (AMD) Stock Falls on Q4 2025 Earnings

Advanced Micro Devices Inc. (AMD) reported fourth-quarter 2025 results. Revenue was $10.27 billion, up 34.11% year-over-year and above the consensus estimate of $9.76 billion.

Revenue: $10.27 billion (+34.11% YoY)

Gross profit: $5.58 billion (+43.66% YoY)

Operating profit: $1.75 billion (+101.15% YoY)

Net income attributable to common shareholders: $3.02 billion (+511.94% YoY)

Diluted EPS: $0.92 (+217.24% YoY), versus an estimate of $1.33

Cash flow and balance-sheet metrics showed strength, with operating cash flow improving materially and a healthy cash position.

Cash from operating activities: $5.20 billion (+300.31% YoY)

Purchases of property, plant and equipment (capital spending): $230 million (+10.58% YoY)

Cash and cash equivalents: $5.54 billion (+46.26% YoY)

Total liabilities: $11.58 billion (-0.68% YoY)

Cost of sales was reported at $4.69 billion, supporting the expanded gross margin implied by the gross profit gain.

Market reaction after the release showed the stock changing by -5.47% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Advanced Micro Devices Inc. Insider Trading Activity

Advanced Micro Devices Inc. insiders have traded $AMD stock on the open market 58 times in the past 6 months. Of those trades, 0 have been purchases and 58 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 16 sales selling 350,000 shares for an estimated $63,785,256.
MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 20 sales selling 67,508 shares for an estimated $13,542,555.
FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 10 sales selling 38,900 shares for an estimated $7,600,589.
PAUL DARREN GRASBY (EVP & CSO) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $3,919,800.
JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 7 sales selling 14,506 shares for an estimated $3,045,740.
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.

Advanced Micro Devices Inc. Hedge Fund Activity

We have seen 1,518 institutional investors add shares of Advanced Micro Devices Inc. stock to their portfolio, and 1,160 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
JENNISON ASSOCIATES LLC added 7,035,991 shares (+181.6%) to their portfolio in Q4 2025, for an estimated $1,506,827,832
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
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
GOLDMAN SACHS GROUP INC added 3,107,496 shares (+44.5%) to their portfolio in Q3 2025, for an estimated $502,761,777

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Advanced Micro Devices Inc. Congressional Stock Trading

Members of Congress have traded $AMD stock 8 times in the past 6 months. Of those trades, 5 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.
REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
REPRESENTATIVE CLEO FIELDS purchased up to $50,000 on 08/15.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/07.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Advanced Micro Devices Inc. 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
Rosenblatt issued a "Buy" rating on 11/05/2025

To track analyst ratings and price targets for Advanced Micro Devices Inc., check out Quiver Quantitative's $AMD forecast page.

Advanced Micro Devices Inc. Price Targets

Multiple analysts have issued price targets for $AMD recently. We have seen 26 analysts offer price targets for $AMD in the last 6 months, with a median target of $290.0.

Here are some recent targets:

Aaron Rakers from Wells Fargo set a target price of $345.0 on 01/30/2026
Timothy Arcuri from UBS set a target price of $330.0 on 01/26/2026
Harsh Kumar from Piper Sandler set a target price of $300.0 on 01/26/2026
Stacy Rasgon from Bernstein set a target price of $225.0 on 01/21/2026
Srini Pajjuri from RBC Capital set a target price of $230.0 on 01/15/2026
An analyst from China Renaissance set a target price of $291.0 on 01/13/2026
John Vinh from Keybanc set a target price of $270.0 on 01/13/2026