AI Infrastructure Focus: Market observers are noting AMD's strengthening position in data center segments, driven by rising adoption of its processors for artificial intelligence workloads alongside graphics accelerators. Recent commentary points to potential revenue acceleration from hyperscale deployments by key technology firms.
Sector Rotation Dynamics: Traders are discussing short-term pressure on the stock amid broader chip industry shifts, with some highlighting competitive intensity in the artificial intelligence chip market. Views on valuation multiples relative to peers are prompting selective positioning adjustments.
Integrated Platform Strategy: Discussions center on AMD's efforts to bundle central processors, accelerators, and networking components into comprehensive solutions, appealing to clients seeking alternatives in high-performance computing setups.
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 99 times in the past 6 months. Of those trades, 0 have been purchases and 99 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 66 sales selling 460,000 shares for an estimated $156,964,106.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 7 sales selling 82,756 shares for an estimated $27,854,500.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 13 sales selling 38,937 shares for an estimated $12,623,752.
- NORA DENZEL has made 0 purchases and 2 sales selling 10,447 shares for an estimated $5,453,334.
- JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 9 sales selling 19,956 shares for an estimated $4,023,580.
- PAUL DARREN GRASBY (EVP & CSO) sold 7,500 shares for an estimated $1,536,525
- AVA HAHN (SVP, GC & Corporate Secretary) sold 286 shares for an estimated $56,813
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Advanced Micro Devices Revenue
Advanced Micro Devices had revenues of $10.3B in Q1 2026. This is an increase of 37.85% from the same period in the prior year.
You can track AMD financials on Quiver Quantitative's AMD stock page.
You can access data on AMD stock through the Quiver Quantitative API.
Advanced Micro Devices Congressional Stock Trading
Members of Congress have traded $AMD stock 14 times in the past 6 months. Of those trades, 11 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 sold up to $15,000 on 07/10.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 6 times. They made 5 purchases worth up to $110,000 on 06/05, 05/15, 05/14, 04/14, 02/10 and 1 sale worth up to $15,000 on 03/13.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/05, 04/27, 04/23 and 0 sales.
- SENATOR ALAN ARMSTRONG purchased up to $50,000 on 03/27.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $15,000 on 02/18.
- REPRESENTATIVE CLEO FIELDS purchased up to $100,000 on 02/03.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,738 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,348 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 8,521,182 shares (+41.9%) to their portfolio in Q1 2026, for an estimated $1,691,667,656
- VIKING GLOBAL INVESTORS LP removed 3,742,191 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $742,918,468
- GOLDMAN SACHS GROUP INC added 3,138,991 shares (+34.3%) to their portfolio in Q1 2026, for an estimated $623,168,188
- NATIONAL BANK OF CANADA /FI/ added 2,645,339 shares (+141.3%) to their portfolio in Q1 2026, for an estimated $525,165,924
- BANK OF AMERICA CORP /DE/ removed 2,489,248 shares (-19.7%) from their portfolio in Q1 2026, for an estimated $494,177,959
- GEODE CAPITAL MANAGEMENT, LLC added 2,206,241 shares (+5.9%) to their portfolio in Q1 2026, for an estimated $437,993,994
- AMUNDI removed 2,147,939 shares (-13.6%) from their portfolio in Q1 2026, for an estimated $426,419,589
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Advanced Micro Devices Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 05/06/2026
- Wells Fargo issued a "Overweight" rating on 01/30/2026
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 27 analysts offer price targets for $AMD in the last 6 months, with a median target of $490.0.
Here are some recent targets:
- James Schneider from Goldman Sachs set a target price of $640.0 on 07/06/2026
- Aaron Rakers from Wells Fargo set a target price of $615.0 on 06/30/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $700.0 on 06/29/2026
- Timothy Arcuri from UBS set a target price of $670.0 on 06/24/2026
- Atif Malik from Citigroup set a target price of $575.0 on 06/12/2026
- Vivek Arya from B of A Securities set a target price of $560.0 on 06/11/2026
- Tom O'Malley from Barclays set a target price of $665.0 on 06/01/2026
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.
