Advanced Micro Devices’ (AMD) “Buy” Rating Reaffirmed at Rosenblatt Securities

Rosenblatt Securities reissued their buy rating on shares of Advanced Micro Devices (NASDAQ:AMD) in a report published on Wednesday morning,Benzinga reports. The firm currently has a $300.00 price target on the semiconductor manufacturer’s stock.

A number of other equities analysts also recently weighed in on the company. Wedbush reaffirmed an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Sanford C. Bernstein boosted their price objective on shares of Advanced Micro Devices from $200.00 to $225.00 and gave the stock a “market perform” rating in a research report on Wednesday, January 21st. CICC Research upgraded shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a report on Friday, November 7th. Deutsche Bank Aktiengesellschaft set a $235.00 price target on shares of Advanced Micro Devices and gave the company a “hold” rating in a research note on Tuesday, October 14th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $286.50.

Advanced Micro Devices Trading Down 17.3%

AMD opened at $200.19 on Wednesday. The stock has a market capitalization of $325.92 billion, a P/E ratio of 75.54, a P/E/G ratio of 1.01 and a beta of 1.94. 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 firm’s fifty day simple moving average is $222.54 and its 200 day simple moving average is $203.94.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.97% and a net margin of 12.52%.The company’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter last year, the business posted $1.09 EPS. As a group, research analysts anticipate that Advanced Micro Devices will post 3.87 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following 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 trade represents a 0.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 164,000 shares of company stock worth $36,034,173 in the last three months. 0.06% of the stock is owned by corporate insiders.

Institutional Trading of Advanced Micro Devices

Hedge funds have recently modified their holdings of the stock. Joseph Group Capital Management bought a new stake in shares of Advanced Micro Devices during the fourth quarter worth approximately $25,000. ORG Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. boosted its stake in Advanced Micro Devices by 61.0% in the 3rd 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 period. Pinney & Scofield Inc. grew its holdings in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 85 shares in the last quarter. Finally, Avion Wealth lifted its holdings in shares of Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after buying an additional 72 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong Q4 results — record revenue ($10.3B), robust data‑center growth and beat on adjusted EPS that show execution and healthy margins. Read More.
• Positive Sentiment: Management remains bullish on long‑term AI demand and product roadmap (MI450, Helios rack‑scale, new Ryzen AI/Instinct launches) — CEO Lisa Su reiterated that AI adoption accelerates and could drive material revenue in later years. Read More.
• Positive Sentiment: Several Wall Street firms reaffirmed or raised targets/ratings after the print (Evercore, KeyCorp, Benchmark), supporting a longer‑term bullish thesis. Read More.
• Neutral Sentiment: Some analysts and outlets frame the post‑earnings decline as a buying opportunity — view differs by time horizon (short‑term volatility vs. multi‑quarter AI ramp). Read More.
• Neutral Sentiment: Macro/sector pressure amplified the move: broader tech weakness and AI‑sector rotation contributed to heavier selling across semis, not just AMD. Read More.
• Negative Sentiment: Investors flagged guidance and China exposure: AMD disclosed roughly $390M of MI308 sales to China in Q4 but is capping China AI revenue at ~$100M in Q1 amid licensing/export uncertainty — raising doubts about how much of the AI upside is repeatable. Read More.
• Negative Sentiment: Q1 outlook disappointed some short‑term expectations — guidance midpoint implies sequential decline despite strong YoY growth, and whisper/“implied” numbers had been higher, prompting profit‑taking. Read More.
• Negative Sentiment: Traders took gains and pushed a large one‑day selloff (sector contagion, mixed analyst notes and some downgrades), turning a beat into a sharp drop and large market‑cap loss in the session. Read More.

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.