Advanced Micro Devices (NASDAQ:AMD) Stock Price Expected to Rise, Mizuho Analyst Says

Advanced Micro Devices (NASDAQ:AMD) had its target price upped by research analysts at Mizuho from $275.00 to $280.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the semiconductor manufacturer’s stock. Mizuho’s price objective would suggest a potential upside of 30.94% from the stock’s current price.

Other research analysts also recently issued research reports about the stock. Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Melius Research set a $380.00 target price on Advanced Micro Devices in a research report on Wednesday, November 12th. Susquehanna reaffirmed a “positive” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research note on Friday, October 31st. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, December 2nd. Finally, UBS Group set a $310.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $289.69.

Advanced Micro Devices Trading Up 8.8%

Shares of AMD stock opened at $213.84 on Wednesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The company has a market cap of $348.65 billion, a price-to-earnings ratio of 80.69, a PEG ratio of 0.74 and a beta of 1.94. The stock has a 50 day simple moving average of $219.55 and a 200-day simple moving average of $207.81. Advanced Micro Devices has a 1-year low of $76.48 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.09 EPS. On average, equities research analysts expect that Advanced Micro Devices will post 3.87 EPS for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 271,892 shares of company stock worth $58,476,908 in the last 90 days. Insiders own 0.06% of the company’s stock.

Institutional Trading of Advanced Micro Devices

Hedge funds and other institutional investors have recently modified their holdings of the business. MidFirst Bank acquired a new position in Advanced Micro Devices in the fourth quarter valued at about $14,593,000. Barnes Wealth Management Group Inc purchased a new stake in shares of Advanced Micro Devices in the 4th quarter valued at approximately $211,000. SG Trading Solutions LLC acquired a new position in shares of Advanced Micro Devices in the 4th quarter worth approximately $1,613,000. Pacer Advisors Inc. boosted its position in shares of Advanced Micro Devices by 27.1% during the 4th quarter. Pacer Advisors Inc. now owns 393,942 shares of the semiconductor manufacturer’s stock worth $84,367,000 after purchasing an additional 84,077 shares during the period. Finally, Nolet Wealth Management LLC acquired a new stake in Advanced Micro Devices in the 4th quarter valued at approximately $269,000. 71.34% of the stock is owned by institutional investors and hedge funds.

More Advanced Micro Devices News

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

• Positive Sentiment: Large Meta deal validates AMD’s AI strategy and creates a multi‑year revenue stream — Meta agreed to deploy up to 6GW of AMD Instinct GPUs (deal value reported in the tens of billions, with some outlets describing upside to ~$100B) and may take an equity stake, giving AMD clear hyperscaler credibility and forward bookings that support growth expectations. VIEW: AMD secures Meta as next big AI chip customer (Reuters)
• Positive Sentiment: Wall Street bullishness and price‑target lift — Several analysts reiterated or maintained Buy/Outperform ratings and higher targets after the announcement (example: Robert W. Baird kept a Buy and $300 PT), which supports further upside from investor flows. AMD: Meta partnership underpins multi‑year data‑center growth (TipRanks)
• Neutral Sentiment: Deal mechanics include stock/warrant component that aligns Meta to scale deployments — Meta may acquire up to ~10% via performance‑linked warrants that vest on deployment and price milestones; that both strengthens customer incentives and makes future capital flows contingent on execution. Revenue visibility is high, but timing is back‑loaded (initial shipments expected H2 2026). Meta signs AI chips deal that could go up to $100 billion (Fortune)
• Neutral Sentiment: Macro market relief also helping tech — A recovery in risk sentiment and a softer dollar lifted broad technology names, amplifying AMD’s headline‑driven move. This is supportive but may fade if macro risk returns. Dollar Falls as Risk Sentiment Recovers (Yahoo Finance)
• Negative Sentiment: Dilution and “circular commerce” concerns — Some analysts caution the warrant/stock mechanics create dilution risk and a circular financing dynamic that could be costly to AMD shareholders if exercised; critical voices are weighing the long‑term economics for AMD versus the immediate revenue headline. Meta Deal ‘Wildly Concerning’ For AMD Stock (TalkMarkets)
• Negative Sentiment: Competitive context: Meta is also buying Nvidia — Meta’s simultaneous commitments to Nvidia limit the extent to which AMD can displace the incumbent; AMD still needs to convert validation into sustained share gains vs. Nvidia at scale. Meta also committed to Nvidia chips (CNBC)

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.