Advanced Micro Devices, Inc. (NASDAQ:AMD) Receives $546.87 Consensus PT from Analysts

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) have earned an average recommendation of “Moderate Buy” from the forty-five analysts that are currently covering the firm, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, ten have issued a hold recommendation, thirty-one have given a buy recommendation and three have issued a strong buy recommendation on the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $546.8684.

A number of research firms have recently commented on AMD. Wedbush reaffirmed an “outperform” rating and set a $600.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. BTIG Research raised Advanced Micro Devices to a “buy” rating in a research note on Wednesday, May 6th. Benchmark raised their target price on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. UBS Group reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Finally, Rosenblatt Securities upped their price target on shares of Advanced Micro Devices from $665.00 to $700.00 and gave the company a “buy” rating in a report on Thursday, August 6th.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong Q2 results and data-center momentum: AMD reported earnings and revenue above analyst expectations, with revenue rising 50% year over year. Data-center revenue more than doubled, driving record profitability and higher guidance. AMD Q2 2026 Earnings Call Transcript
• Positive Sentiment: AI infrastructure demand is improving the sector outlook: AMD rallied alongside Nvidia and Intel after strong earnings from companies in the server and AI-infrastructure supply chain. Reports also highlighted a major Anthropic data-center buildout as a potential signal of broader demand for AMD accelerators. AMD, Intel, and NVIDIA Rally After AI Earnings Anthropic AI Buildout
• Positive Sentiment: New collaboration expands AMD’s technology narrative: AMD announced a memorandum of understanding with the University of Oxford’s BOLD initiative, helping support investor interest in the company’s AI and advanced-computing strategy. AMD Oxford BOLD Collaboration
• Positive Sentiment: Analyst remains bullish on long-term growth: Phillip Securities reiterated a Buy rating and set a $755 price target, arguing that agentic AI demand could justify AMD’s premium valuation. Northland Securities also raised its FY2027 EPS forecast to $8.55 from $6.95. Phillip Securities AMD Rating
• Neutral Sentiment: Institutional activity is mixed: Bessemer Group disclosed a sizable new AMD position, while Optiver, ProShare Advisors and Amundi reported reductions. Because these are delayed 13F disclosures covering June 30, they may have limited immediate trading significance.
• Negative Sentiment: Valuation concerns could limit further gains: Commentary noted that AMD trades at a substantially higher forward earnings multiple than Nvidia. Critics argue that AMD is smaller and growing more slowly, leaving the stock vulnerable if AI spending or margins disappoint. AMD Versus Nvidia Valuation

Advanced Micro Devices Price Performance

AMD opened at $482.93 on Monday. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. Advanced Micro Devices has a 12 month low of $149.22 and a 12 month high of $584.73. The company has a fifty day simple moving average of $511.61 and a 200 day simple moving average of $364.87. The stock has a market cap of $788.37 billion, a P/E ratio of 124.15 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. During the same period in the previous year, the company posted $0.48 earnings per share. The company’s revenue for the quarter was up 50.1% on a year-over-year basis. On average, research analysts expect that Advanced Micro Devices will post 6.44 EPS for the current year.

Insider Activity at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 6,000 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $536.33, for a total value of $3,217,980.00. Following the sale, the executive vice president directly owned 1,233,687 shares of the company’s stock, valued at approximately $661,663,348.71. The trade was a 0.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the completion of the transaction, the executive vice president directly owned 324,527 shares of the company’s stock, valued at approximately $140,000,947.80. The trade was a 5.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 160,934 shares of company stock valued at $74,664,256. 0.50% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the company. LM Advisors LLC grew its holdings in shares of Advanced Micro Devices by 84.5% during the second quarter. LM Advisors LLC now owns 4,100 shares of the semiconductor manufacturer’s stock worth $2,291,000 after buying an additional 1,878 shares in the last quarter. Berry Wealth Group LP acquired a new position in Advanced Micro Devices during the 2nd quarter worth approximately $1,073,000. First Nebraska Trust Co acquired a new position in Advanced Micro Devices during the 2nd quarter worth approximately $299,000. Compass Financial Management LLC bought a new position in shares of Advanced Micro Devices during the 2nd quarter worth approximately $4,568,000. Finally, Elevation Point Wealth Partners LLC grew its stake in shares of Advanced Micro Devices by 8.1% during the 2nd quarter. Elevation Point Wealth Partners LLC now owns 24,086 shares of the semiconductor manufacturer’s stock worth $13,992,000 after acquiring an additional 1,812 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Company Profile

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.