Advanced Micro Devices (NASDAQ:AMD) Stock Price Up 1.9% – Still a Buy?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) shot up 1.9% during trading on Thursday . The stock traded as high as $238.35 and last traded at $227.92. 54,715,329 shares traded hands during mid-day trading, an increase of 48% from the average session volume of 36,913,266 shares. The stock had previously closed at $223.60.

More Advanced Micro Devices News

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

• Positive Sentiment: TSMC’s blowout results lifted the whole chip complex, increasing confidence in AI-driven silicon demand that benefits AMD (EPYC/Instinct sales and partner build plans). Chip stocks pop after TSMC’s earnings beat boosts confidence
• Positive Sentiment: Wells Fargo’s bullish call and other analyst upgrades (some projecting large upside) pushed optimism on AMD’s share of the AI/server market and supported the stock. AMD stock soaring over 6% today: why analyst sees over 40% upside ahead
• Positive Sentiment: Analysts and market notes point to very tight server CPU supply for 2026 (hyperscaler bookings), and KeyBanc’s upgrade/price-target lift reinforced expectations for stronger server revenue. That supply/demand story is a direct revenue catalyst. AMD Is Almost Sold Out of CPUs for 2026. Does That Make AMD Stock a Buy Now?
• Positive Sentiment: AMD announced a strategic collaboration with Tata Consultancy Services (TCS) to accelerate enterprise AI adoption — a commercial channel that can expand enterprise bookings for AMD’s CPUs/GPUs and strengthen long-term enterprise positioning. TCS and AMD Announce Strategic Collaboration to Drive AI Adoption at Scale
• Neutral Sentiment: AMD’s CES keynote and some product announcements received mixed investor reactions; the messaging may be long-term positive for edge and inference but didn’t remove short-term expectations variability. Is AMD Stock a Buy After Its CES Keynote?
• Neutral Sentiment: New x86/AI-capable chip family launches and earnings beat history keep the long-term narrative intact, but near-term execution and competition remain watchpoints. Advanced Micro Devices (AMD) Launches a New Family of x86 Chips
• Negative Sentiment: President Trump’s proclamation imposing a 25% tariff on select high-end AI chips (including some AMD processors) raises near-term pricing, margin and China-market risk for AMD’s AI product lines. Markets priced in policy uncertainty. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
• Negative Sentiment: Notable insider selling activity in recent months is being monitored by investors; heavy executive sales can be viewed as a cautionary signal even if for non-fundamental reasons. Rep. Gilbert Ray Cisneros, Jr. Sells Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Raymond James Financial initiated coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They set an “outperform” rating and a $377.00 price target on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Roth Capital reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Royal Bank Of Canada assumed coverage on shares of Advanced Micro Devices in a research note on Wednesday. They set a “sector perform” rating and a $230.00 target price on the stock. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $276.16.

Advanced Micro Devices Stock Performance

The stock’s 50-day simple moving average is $219.06 and its 200 day simple moving average is $193.82. The company has a market capitalization of $371.06 billion, a PE ratio of 112.83, a P/E/G ratio of 0.94 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31.

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

Insider Transactions at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 161,558 shares of company stock valued at $35,461,719. Corporate insiders own 0.06% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of AMD. HHM Wealth Advisors LLC grew its holdings in shares of Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after purchasing an additional 40 shares during the last quarter. HBK Sorce Advisory LLC grew its stake in Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after buying an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB increased its position in Advanced Micro Devices by 0.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after buying an additional 43 shares during the period. Moseley Investment Management Inc. lifted its stake in Advanced Micro Devices by 0.5% in the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after buying an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC lifted its stake in Advanced Micro Devices by 2.6% in the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock valued at $284,000 after buying an additional 44 shares during the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

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.