Recent discussions on X about Advanced Micro Devices (AMD) have centered around the company's strategic positioning in the AI and semiconductor markets. Many users are highlighting AMD's advancements with its MI series chips, with some expressing optimism about potential market share gains against competitors. There's also buzz about partnerships and performance benchmarks that could signal strong growth as we move through 2025.
Additionally, posts on X reflect excitement over AMD's revenue forecasts and product pricing strategies, particularly with chips like the MI350, which some believe could challenge industry leaders. Conversations often mention the stock's potential for significant rallies, driven by AI demand and data center growth. However, a few voices caution about macroeconomic risks and volatility in the sector that could impact future performance.
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 16 times in the past 6 months. Of those trades, 13 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 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.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/15 and 1 sale worth up to $50,000 on 04/08.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/14, 05/05, 04/09, 04/08 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 05/08 and 2 sales worth up to $200,000 on 05/12, 04/07.
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 29 times in the past 6 months. Of those trades, 1 have been purchases and 28 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 16 sales selling 104,098 shares for an estimated $14,197,903.
- 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) sold 143 shares for an estimated $22,608
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,335 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,046 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
- VICTORY CAPITAL MANAGEMENT INC added 7,886,163 shares (+651.5%) to their portfolio in Q2 2025, for an estimated $1,119,046,529
- 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 added 6,870,480 shares (+inf%) to their portfolio in Q2 2025, for an estimated $974,921,112
- AMUNDI removed 6,355,648 shares (-35.6%) from their portfolio in Q2 2025, for an estimated $901,866,451
- FMR LLC added 5,312,149 shares (+57.5%) to their portfolio in Q2 2025, for an estimated $753,793,943
- BNP PARIBAS FINANCIAL MARKETS removed 3,993,194 shares (-36.5%) from their portfolio in Q2 2025, for an estimated $566,634,228
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 20 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HSBC issued a "Buy" rating on 09/09/2025
- Truist Securities issued a "Buy" rating on 08/26/2025
- Mizuho issued a "Outperform" rating on 08/14/2025
- Piper Sandler issued a "Overweight" rating on 08/06/2025
- Wedbush issued a "Outperform" rating on 08/06/2025
- Barclays issued a "Overweight" rating on 08/06/2025
- Susquehanna issued a "Positive" rating on 07/30/2025
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 30 analysts offer price targets for $AMD in the last 6 months, with a median target of $186.5.
Here are some recent targets:
- Frank Lee from HSBC set a target price of $185.0 on 09/09/2025
- William Stein from Truist Securities set a target price of $213.0 on 08/26/2025
- Vijay Rakesh from Mizuho set a target price of $205.0 on 08/14/2025
- Harlan Sur from JP Morgan set a target price of $180.0 on 08/06/2025
- Cody Acree from Benchmark set a target price of $210.0 on 08/06/2025
- Tom O'Malley from Barclays set a target price of $200.0 on 08/06/2025
- Mark Lipacis from Evercore ISI Group set a target price of $188.0 on 08/06/2025
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.
