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 competitive edge of its MI series accelerators as key growth drivers. There’s particular anticipation around upcoming earnings reports and strategic partnerships that could shape the company’s trajectory in 2025.
However, the conversation isn’t without its reservations, as some on X have raised concerns about the intense competition in the semiconductor space and the challenges of sustaining recent stock price momentum. Geopolitical factors, such as potential export developments for AI chips, have also sparked debate about future market opportunities. This blend of optimism and caution creates a dynamic dialogue around AMD’s prospects.
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 12 times in the past 6 months. Of those trades, 8 have been purchases and 4 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 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 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 15 times in the past 6 months. Of those trades, 2 have been purchases and 13 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 13 sales selling 87,998 shares for an estimated $10,285,820.
- 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 1,229 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,214 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
- 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
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 6,870,480 shares (+inf%) to their portfolio in Q2 2025, for an estimated $974,921,112
- 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 21 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Wells Fargo issued a "Overweight" rating on 07/16/2025
- Mizuho issued a "Outperform" rating on 07/03/2025
- Melius Research issued a "Buy" rating on 06/24/2025
- Piper Sandler issued a "Overweight" rating on 06/16/2025
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 33 analysts offer price targets for $AMD in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $185.0 on 07/30/2025
- Christopher Rolland from Susquehanna set a target price of $210.0 on 07/30/2025
- An analyst from B of A Securities set a target price of $200.0 on 07/29/2025
- Timothy Arcuri from UBS set a target price of $210.0 on 07/28/2025
- Stacy Rasgon from Bernstein set a target price of $140.0 on 07/21/2025
- Christopher Danely from Citigroup set a target price of $165.0 on 07/18/2025
- Aaron Rakers from Wells Fargo set a target price of $185.0 on 07/16/2025
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.
