Meta AI Deal Fuels Rally: Social media buzz intensified after Advanced Micro Devices unveiled a landmark 6-gigawatt GPU agreement with Meta Platforms, complete with warrants for up to 160 million shares. Enthusiasts praised the deal as a pivotal step in AMD's AI dominance, sending shares surging 10.9% in premarket trading amid diversification from Nvidia reliance.
Earnings Beat Meets Skepticism: Earlier in February, AMD crushed Q4 expectations with EPS of $1.53 and revenue topping $10 billion, yet the stock tumbled 9% premarket. Posters dissected the 'low-quality' beat, citing heavy reliance on surprise China sales and uncertainties around OpenAI deals and MI450 timelines.
AI Momentum Builds: With Nvidia hikes spotlighting AMD's value, discussions highlighted CEO Lisa Su's $450 million incentive linked to a $600 share price by 2031. Sentiment tilts toward long-term gains in AI infrastructure, positioning AMD centrally in hyperscaler expansions.
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 74 times in the past 6 months. Of those trades, 0 have been purchases and 74 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 22 sales selling 250,000 shares for an estimated $53,686,780.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 14 sales selling 58,350 shares for an estimated $11,817,558.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 17 sales selling 50,708 shares for an estimated $10,550,310.
- JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 16 sales selling 34,462 shares for an estimated $7,069,321.
- PAUL DARREN GRASBY (EVP & CSO) sold 10,000 shares for an estimated $2,187,700
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 4 sales selling 5,739 shares for an estimated $1,300,072.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Advanced Micro Devices Revenue
Advanced Micro Devices had revenues of $10.3B in Q4 2025. This is an increase of 34.11% 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 6 times in the past 6 months. Of those trades, 3 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 $100,000 on 02/03.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $50,000 on 11/18 and 1 sale worth up to $50,000 on 12/19.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,547 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,369 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 removed 56,775,938 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $12,159,134,882
- BLACKROCK, INC. added 11,138,322 shares (+8.2%) to their portfolio in Q4 2025, for an estimated $2,385,383,039
- JPMORGAN CHASE & CO added 7,346,717 shares (+54.2%) to their portfolio in Q4 2025, for an estimated $1,573,372,912
- JENNISON ASSOCIATES LLC added 7,035,991 shares (+181.6%) to their portfolio in Q4 2025, for an estimated $1,506,827,832
- D. E. SHAW & CO., INC. added 6,777,265 shares (+1916.6%) to their portfolio in Q4 2025, for an estimated $1,451,419,072
- FMR LLC added 5,546,021 shares (+63.3%) to their portfolio in Q4 2025, for an estimated $1,187,735,857
- MORGAN STANLEY removed 5,019,930 shares (-16.7%) from their portfolio in Q4 2025, for an estimated $1,075,068,208
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 13 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 01/30/2026
- Keybanc issued a "Overweight" rating on 01/13/2026
- Mizuho issued a "Outperform" rating on 11/12/2025
- Evercore ISI Group 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
- Benchmark 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 $291.0.
Here are some recent targets:
- Srini Pajjuri from RBC Capital set a target price of $230.0 on 02/25/2026
- James Schneider from Goldman Sachs set a target price of $240.0 on 02/25/2026
- Vijay Rakesh from Mizuho set a target price of $280.0 on 02/25/2026
- Mark Lipacis from Evercore ISI Group set a target price of $358.0 on 02/25/2026
- Cody Acree from Benchmark set a target price of $325.0 on 02/25/2026
- Gil Luria from DA Davidson set a target price of $220.0 on 02/13/2026
- Joseph Moore from Morgan Stanley set a target price of $255.0 on 02/04/2026
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.
