Earnings aftermath: Social media buzz centers on Advanced Micro Devices' recent quarterly results, where revenue topped estimates but guidance for the next period signals a sequential dip. Traders point to softer details beneath the headline beat, including reliance on China sales and inventory draws, fueling short-term caution. Yet, data center growth remains a bright spot amid AI fervor.
AI momentum builds: Enthusiasm persists for AMD's server CPU demand exceeding expectations and a landmark Meta deal for up to $60 billion in Instinct GPUs over five years. CEO comments on supply tightness and hyperscaler surprises add fuel, with analysts like Wolfe Research upholding outperform ratings and lofty price targets. Long-term revenue guidance of 35% CAGR draws comparisons to undervalued potential versus peers.
Chart battles rage: The stock hovers near $197, defending key supports like the 200-day moving average after a 26% pullback from highs. Discussions weigh downside risks from Nvidia dominance and market rotations, but bullish voices eye breakouts toward consensus targets above $280. Positioning data reflects mixed conviction, blending fear with strategic accumulation.
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 75 times in the past 6 months. Of those trades, 0 have been purchases and 75 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 29 sales selling 335,000 shares for an estimated $70,581,937.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 9 sales selling 41,150 shares for an estimated $9,049,537.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 16 sales selling 36,942 shares for an estimated $8,482,597.
- 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 3 sales selling 5,596 shares for an estimated $1,277,464.
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 9 times in the past 6 months. Of those trades, 5 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $15,000 on 02/18.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $65,000 on 02/10, 11/18 and 1 sale worth up to $50,000 on 12/19.
- REPRESENTATIVE CLEO FIELDS purchased up to $100,000 on 02/03.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- 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 1,553 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,370 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 12 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
- Stifel 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 03/16/2026
- James Schneider from Goldman Sachs set a target price of $240.0 on 02/25/2026
- Mark Lipacis from Evercore ISI Group set a target price of $358.0 on 02/25/2026
- Vijay Rakesh from Mizuho set a target price of $280.0 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
- John Vinh from Keybanc set a target price of $300.0 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.
