China Market Buzz: Recent discussions on social media about Advanced Micro Devices have centered on potential growth in the China market for 2026. Many users are excited about reports of a possible major order from a large Chinese tech firm for AMD's MI308 GPUs. This has sparked optimism about revenue potential despite ongoing geopolitical challenges.
AI Chip Competition: Another hot topic is AMD’s push to challenge Nvidia’s dominance in AI chips with upcoming releases like the MI350 and MI355X. Social media chatter highlights benchmarks showing competitive performance, with some arguing AMD could gain significant market share. The anticipation of partnerships with major AI players adds fuel to the conversation.
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 61 times in the past 6 months. Of those trades, 0 have been purchases and 61 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 24 sales selling 85,506 shares for an estimated $16,332,742.
- 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 2 sales selling 3,011 shares for an estimated $670,804.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Advanced Micro Devices Revenue
Advanced Micro Devices had revenues of $9.2B in Q3 2025. This is an increase of 35.59% from the same period in the prior year.
You can track AMD financials on Quiver Quantitative's AMD stock page.
Advanced Micro Devices Congressional Stock Trading
Members of Congress have traded $AMD stock 10 times in the past 6 months. Of those trades, 8 have been purchases and 2 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. purchased up to $50,000 on 11/18.
- 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,517 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,147 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
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 6,868,568 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,111,265,616
- 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
- JENNISON ASSOCIATES LLC added 3,874,319 shares (+inf%) to their portfolio in Q3 2025, for an estimated $626,826,071
- 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
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 16 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 11/12/2025
- 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
- UBS issued a "Buy" rating on 11/05/2025
- Rosenblatt issued a "Buy" rating on 11/05/2025
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 27 analysts offer price targets for $AMD in the last 6 months, with a median target of $283.0.
Here are some recent targets:
- William Stein from Truist Securities set a target price of $277.0 on 12/19/2025
- Suji Desilva from Roth Capital set a target price of $300.0 on 11/12/2025
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 11/12/2025
- Matt Bryson from Wedbush set a target price of $290.0 on 11/12/2025
- Vijay Rakesh from Mizuho set a target price of $285.0 on 11/12/2025
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 11/12/2025
- Mark Lipacis from Evercore ISI Group set a target price of $283.0 on 11/12/2025
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.
