AI Growth Buzz: Recent chatter on X about Advanced Micro Devices (AMD) has been electric, focusing heavily on the company’s strides in AI and data center technologies. Many are thrilled about the performance of AMD’s EPYC processors and MI series accelerators, seeing them as potential game-changers against industry giants. There’s also anticipation for upcoming partnerships and Analyst Day updates that could fuel further excitement.
Q3 Results Reaction: Posts on X highlight AMD’s strong Q3 performance, with record revenue of $9.25 billion and significant growth in PC and data center segments. However, the stock’s muted response after the report has sparked debate, as some feel the Q4 outlook didn’t meet the lofty expectations tied to the AI supercycle. Disappointment lingers among those who anticipated a bigger market reaction.
Competitive Concerns: Despite the optimism, caution permeates some X discussions around AMD’s ability to sustain momentum amid fierce competition and macroeconomic risks. Concerns about geopolitical factors, like export restrictions, and the challenge of maintaining growth are frequently mentioned. The dialogue reflects a tension between high hopes and real-world hurdles.
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 34 times in the past 6 months. Of those trades, 1 have been purchases and 33 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 20 sales selling 103,398 shares for an estimated $16,295,078.
- 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 Congressional Stock Trading
Members of Congress have traded $AMD stock 10 times in the past 6 months. Of those trades, 9 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 purchased up to $15,000 on 05/14.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Advanced Micro Devices Hedge Fund Activity
We have seen 1,439 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,105 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 removed 6,868,568 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,111,265,616
- 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 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- CICC issued a "Outperform" rating on 11/07/2025
- Rosenblatt issued a "Buy" rating on 11/05/2025
- Benchmark issued a "Buy" rating on 11/05/2025
- Evercore ISI Group issued a "Outperform" rating on 11/05/2025
- Stifel issued a "Buy" rating on 11/05/2025
- UBS issued a "Buy" rating on 11/05/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
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 29 analysts offer price targets for $AMD in the last 6 months, with a median target of $279.0.
Here are some recent targets:
- An analyst from CICC set a target price of $265.0 on 11/07/2025
- Harlan Sur from JP Morgan set a target price of $270.0 on 11/05/2025
- Harsh Kumar from Piper Sandler set a target price of $280.0 on 11/05/2025
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 11/05/2025
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 11/05/2025
- Joshua Buchalter from TD Cowen set a target price of $290.0 on 11/05/2025
- Matt Bryson from Wedbush set a target price of $290.0 on 11/05/2025
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.
