Recent discussions on X about Advanced Micro Devices (AMD) have been buzzing with excitement over the company’s advancements in AI and data center technologies. Many users are pointing to the strong performance of AMD’s EPYC processors in the server market and the potential of its MI series accelerators to challenge industry leaders. There’s particular interest in strategic collaborations and upcoming earnings reports that could signal robust growth into 2025.
However, the conversation isn’t without its concerns, as some on X highlight the intense competitive landscape and geopolitical factors like export restrictions that could impact future gains. Despite a notable year-to-date stock surge, there’s a mix of caution about sustaining momentum amid these challenges. This dynamic dialogue keeps the focus on AMD sharp and multifaceted as investors weigh both opportunity and risk.
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 15 times in the past 6 months. Of those trades, 12 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 CLEO FIELDS purchased up to $50,000 on 07/30.
- 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 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 ASHLEY MOODY purchased up to $250,000 on 02/24.
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 18 times in the past 6 months. Of those trades, 1 have been purchases and 17 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 16 sales selling 104,798 shares for an estimated $13,278,065.
- 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
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,361 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,266 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
- BAILLIE GIFFORD & CO removed 6,350,514 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $652,451,808
- FMR LLC added 5,312,149 shares (+57.5%) to their portfolio in Q2 2025, for an estimated $753,793,943
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 19 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 08/14/2025
- Barclays issued a "Overweight" rating on 08/06/2025
- Piper Sandler issued a "Overweight" rating on 08/06/2025
- Wedbush issued a "Outperform" rating on 08/06/2025
- Susquehanna issued a "Positive" rating on 07/30/2025
- B of A Securities issued a "Buy" rating on 07/29/2025
- UBS issued a "Buy" rating on 07/28/2025
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 31 analysts offer price targets for $AMD in the last 6 months, with a median target of $185.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $205.0 on 08/14/2025
- Tom O'Malley from Barclays set a target price of $200.0 on 08/06/2025
- 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
- Joseph Moore from Morgan Stanley set a target price of $168.0 on 08/06/2025
- Ruben Roy from Stifel set a target price of $190.0 on 08/06/2025
- Srini Pajjuri from Raymond James set a target price of $200.0 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.
