Earnings Momentum Builds: Advanced Micro Devices delivered a strong first-quarter report that exceeded expectations across revenue, profits, and cash flow. Social media observers noted the data-center segment reaching a record $5.8 billion, up 57 percent year over year. The results triggered an immediate market reaction as the stock climbed sharply in the following sessions.
Growth Outlook Revised Higher: The company raised its long-term forecast for server-CPU expansion to 35 percent from 18 percent. Participants on social media highlighted this adjustment as evidence of broader AI-driven demand beyond graphics processors. The move positioned Advanced Micro Devices as a credible alternative in high-performance computing markets.
Rapid Gains Prompt Caution: The share price has more than doubled in recent weeks, prompting some social-media commentary to question whether momentum can be sustained. Others pointed to fully booked high-bandwidth memory supply through 2026 as a structural tailwind. Overall discussion remains focused on the firm’s competitive stance against larger rivals in the semiconductor sector.
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 84 times in the past 6 months. Of those trades, 0 have been purchases and 84 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 51 sales selling 460,000 shares for an estimated $126,270,296.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 5 sales selling 70,756 shares for an estimated $21,297,940.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 8 sales selling 38,900 shares for an estimated $8,678,264.
- 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) has made 0 purchases and 2 sales selling 17,500 shares for an estimated $3,724,225.
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 2,728 shares for an estimated $629,267.
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 8 times in the past 6 months. Of those trades, 5 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 GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $115,000 on 04/14, 02/10, 11/18 and 2 sales worth up to $65,000 on 03/13, 12/19.
- 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 1,697 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,363 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
- JPMORGAN CHASE & CO added 7,346,717 shares (+54.2%) to their portfolio in Q4 2025, for an estimated $1,573,372,912
- 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
- CARDANO RISK MANAGEMENT B.V. removed 4,193,413 shares (-89.7%) from their portfolio in Q1 2026, for an estimated $832,497,315
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 4,159,336 shares (-41.0%) from their portfolio in Q4 2025, for an estimated $890,763,397
- 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
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 3 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
- Keybanc issued a "Overweight" rating on 01/13/2026
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 29 analysts offer price targets for $AMD in the last 6 months, with a median target of $430.0.
Here are some recent targets:
- Louis Miscioscia from Daiwa Capital set a target price of $500.0 on 05/13/2026
- Vijay Rakesh from Mizuho set a target price of $515.0 on 05/12/2026
- Atif Malik from Citigroup set a target price of $358.0 on 05/07/2026
- Matt Bryson from Wedbush set a target price of $450.0 on 05/06/2026
- James Schneider from Goldman Sachs set a target price of $450.0 on 05/06/2026
- Ruben Roy from Stifel set a target price of $450.0 on 05/06/2026
- Joseph Moore from Morgan Stanley set a target price of $410.0 on 05/06/2026
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.
