Recent discussions on X about Advanced Micro Devices (AMD) have been ignited by the company’s reported partnership with OpenAI, driving a wave of interest among investors. Many are touting this collaboration as a potential game-changer for AMD’s standing in the AI chip market, with some pointing to a significant stock rally in recent days as evidence of market enthusiasm. The buzz is palpable as users speculate on how this could fuel long-term growth in the semiconductor space.
However, not all chatter is purely optimistic, as some voices on X raise concerns about potential challenges, including export restrictions and competitive pressures in the AI and data center sectors. Despite the excitement, there’s a cautious undercurrent about whether AMD can sustain its momentum amidst these broader industry risks. This dynamic conversation keeps the spotlight on AMD as a key player to watch in the tech landscape.
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, 11 have been purchases and 1 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 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.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $50,000 on 05/15.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $100,000 on 05/12.
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 30 times in the past 6 months. Of those trades, 1 have been purchases and 29 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 4 sales selling 225,000 shares for an estimated $36,893,351.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 16 sales selling 104,098 shares for an estimated $14,197,903.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 6 sales selling 19,450 shares for an estimated $3,139,293.
- 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
- 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 Hedge Fund Activity
We have seen 1,346 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,054 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
- FMR LLC added 5,312,149 shares (+57.5%) to their portfolio in Q2 2025, for an estimated $753,793,943
- BNP PARIBAS FINANCIAL MARKETS removed 3,993,194 shares (-36.5%) from their portfolio in Q2 2025, for an estimated $566,634,228
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:
- Jefferies issued a "Buy" rating on 10/07/2025
- Wells Fargo issued a "Overweight" rating on 10/07/2025
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
- UBS issued a "Buy" rating on 10/07/2025
- HSBC issued a "Buy" rating on 09/09/2025
- Truist Securities issued a "Buy" rating on 08/26/2025
- Mizuho issued a "Outperform" rating on 08/14/2025
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 $200.0.
Here are some recent targets:
- James Schneider from Goldman Sachs set a target price of $210.0 on 10/08/2025
- William Stein from Truist Securities set a target price of $273.0 on 10/07/2025
- Christopher Danely from Citigroup set a target price of $215.0 on 10/07/2025
- Aaron Rakers from Wells Fargo set a target price of $275.0 on 10/07/2025
- Mark Lipacis from Evercore ISI Group set a target price of $240.0 on 10/07/2025
- Timothy Arcuri from UBS set a target price of $265.0 on 10/07/2025
- Kevin Cassidy from Rosenblatt set a target price of $250.0 on 10/07/2025
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.
