Recent discussions on X about Advanced Micro Devices (AMD) have been fueled by the company's reported partnership with OpenAI, sparking significant interest among investors. Many are highlighting this collaboration as a potential turning point for AMD in the AI chip market, with some pointing to the recent stock surge as a sign of market confidence. The buzz centers on how this deal could bolster AMD’s position against competitors in a rapidly evolving sector.
Additionally, there’s considerable chatter about AMD’s advancements with its MI series chips and data center growth, with some users expressing optimism about forecasted revenue increases for 2025. However, cautionary voices on X also note potential challenges, including macroeconomic concerns and intense industry competition that could temper gains. This mix of excitement and wariness keeps the conversation around AMD dynamic and closely watched.
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 28 times in the past 6 months. Of those trades, 1 have been purchases and 27 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 14 sales selling 86,598 shares for an estimated $12,527,216.
- 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 1,351 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,060 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 21 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 10/17/2025
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
- Wells Fargo issued a "Overweight" rating on 10/07/2025
- UBS issued a "Buy" rating on 10/07/2025
- Jefferies 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
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 32 analysts offer price targets for $AMD in the last 6 months, with a median target of $210.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $300.0 on 10/17/2025
- Matt Bryson from Wedbush set a target price of $270.0 on 10/15/2025
- Frank Lee from HSBC set a target price of $310.0 on 10/15/2025
- Chris Caso from Wolfe Research set a target price of $300.0 on 10/14/2025
- Vijay Rakesh from Mizuho set a target price of $275.0 on 10/13/2025
- James Schneider from Goldman Sachs set a target price of $210.0 on 10/08/2025
- Christopher Danely from Citigroup set a target price of $215.0 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.