Brokerages Set Advanced Micro Devices, Inc. (NASDAQ:AMD) Target Price at $279.67

Advanced Micro Devices, Inc. (NASDAQ:AMD) has been assigned a consensus recommendation of “Moderate Buy” from the forty-one ratings firms that are presently covering the company, Marketbeat.com reports. Ten equities research analysts have rated the stock with a hold rating, twenty-nine have issued a buy rating and two have assigned a strong buy rating to the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $281.0556.

Several research firms have issued reports on AMD. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday. The Goldman Sachs Group upped their price target on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. CICC Research upgraded Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a research note on Friday, November 7th. Finally, TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, December 2nd.

Trending Headlines about Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: OpenAI selected AMD chips for infrastructure deployments, a material validation of AMD’s AI roadmap that should boost near? and medium?term datacenter revenue expectations. AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
• Positive Sentiment: Piper Sandler raised its price target to $300 and flagged Helios (data?center product) ramp and the OpenAI deal as upside drivers — a bullish analyst signal that can lift sentiment and flows. Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside
• Positive Sentiment: Positive reviews of the Ryzen 7 9850X3D are supporting AMD’s consumer CPU narrative and helped push shares higher as retail/PC demand signals improve. AMD Stock Jumps Alongside Positive Ryzen 7 9850X3D Reviews
• Positive Sentiment: Bernstein bumped its price target to $225 and coverage from firms like Goldman Sachs and BofA highlight AMD as a top semiconductor pick — increased sell?side attention is supporting valuation momentum. How Advanced Micro Devices, Inc. (AMD) Is Positioning Itself for AI Growth and Server Demand
• Positive Sentiment: Macro demand cue — Meta said it will significantly lift 2026 capex, signaling higher cloud/datacenter spend that should benefit AMD as customers scale AI infrastructure. AMD, Broadcom, and Nvidia Stock Investors Just Got Fantastic News from CEO Mark Zuckerberg
• Positive Sentiment: Analyst and market narratives (Seeking Alpha, MarketBeat) point to 2026 as an “EPYC year” with product launches (MI450x) as major revenue tailwinds — supports higher medium?term earnings estimates. AMD’s 2026 An EPYC Year – MI450x Not The Only Tailwind
• Neutral Sentiment: Reports China may allow domestic firms to buy Nvidia AI chips — market?wide for AI hardware, this is ambiguous for AMD: it could expand total demand but also increase competition for NVIDIA?optimized workloads. AMD and Nvidia Stock Investors Got Amazing News from China
• Neutral Sentiment: Short?interest data in the feeds is effectively meaningless (reported as 0 shares / 0.0 days) and shouldn’t be read as a real positioning signal. (internal data feed)
• Neutral Sentiment: Multiple media pieces predicting a sharp move around the Feb. 3 earnings/updates are speculative — they add volatility risk around the report but are not new fundamental news. Prediction: AMD Stock Will Soar on Feb. 3

Insider Transactions at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the transaction, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 164,000 shares of company stock valued at $36,034,173 in the last 90 days. 0.06% of the stock is owned by company insiders.

Institutional Trading of Advanced Micro Devices

Several large investors have recently bought and sold shares of the business. Koesten Hirschmann & Crabtree INC. increased its holdings in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 61 shares during the last quarter. ORG Wealth Partners LLC boosted its stake in Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the last quarter. Key Capital Management INC purchased a new stake in Advanced Micro Devices in the 4th quarter valued at $38,000. Pinney & Scofield Inc. increased its stake in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares during the last quarter. Finally, PFS Partners LLC raised its holdings in shares of Advanced Micro Devices by 269.2% during the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer’s stock worth $41,000 after acquiring an additional 140 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $252.74 on Thursday. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. Advanced Micro Devices has a 12-month low of $76.48 and a 12-month high of $267.08. The business’s 50 day moving average is $219.90 and its two-hundred day moving average is $201.16. The company has a market capitalization of $411.47 billion, a P/E ratio of 125.12, a P/E/G ratio of 1.05 and a beta of 1.95.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The business had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same period in the previous year, the business earned $0.92 earnings per share. The business’s revenue was up 35.6% compared to the same quarter last year. Analysts expect that Advanced Micro Devices will post 3.87 EPS for the current fiscal year.

About Advanced Micro Devices

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.