Key Points
- SVP Ava Hahn sold 2,442 shares at an average price of $234.42 for a total of $572,453.64, trimming her stake by 12.99% to 16,359 shares, as disclosed in an SEC Form 4.
- AMD beat Q expectations with EPS $1.20 vs. $1.17 and revenue of $9.25B (up 35.6% YoY); analysts have raised targets with a consensus price objective around $276.16 and numerous Buy/Strong Buy ratings.
- Bullish catalysts include reported AI/data‑center wins (eg. Meta and a Riot Platforms lease) and a strengthened board, but risks remain from accelerated insider selling, a potential 25% tariff on certain chips, and valuation concerns if AI upside is already priced in.
Advanced Micro Devices, Inc. (NASDAQ:AMD - Get Free Report) SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred 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 $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.
Advanced Micro Devices Stock Performance
Advanced Micro Devices stock opened at $231.92 on Wednesday. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The stock has a market cap of $377.58 billion, a P/E ratio of 114.81, a price-to-earnings-growth ratio of 0.97 and a beta of 1.95. The stock has a 50 day moving average of $218.47 and a 200-day moving average of $196.82.
Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm had revenue of $9.25 billion for the quarter, compared to analysts' expectations of $8.76 billion. During the same period in the prior year, the company posted $0.92 earnings per share. The firm's quarterly revenue was up 35.6% on a year-over-year basis. On average, analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.
Analysts Set New Price Targets
Several brokerages have issued reports on AMD. KGI Securities set a $260.00 price objective on Advanced Micro Devices and gave the company an "outperform" rating in a research note on Monday, October 13th. Mizuho upped their price target on Advanced Micro Devices from $275.00 to $285.00 and gave the company an "outperform" rating in a research report on Wednesday, November 12th. TD Cowen raised their price objective on Advanced Micro Devices from $270.00 to $290.00 and gave the stock a "buy" rating in a research note on Wednesday, November 5th. Rosenblatt Securities reaffirmed a "buy" rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $276.16.
Get Our Latest Stock Report on Advanced Micro Devices
Advanced Micro Devices News Roundup
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Reports that Meta will buy more AI chips from AMD lifted bullish expectations for near-term data-center demand and revenue upside. AMD stock jumps on reports of an AI chip deal with Meta
- Positive Sentiment: Riot Platforms disclosed a multi‑year lease with AMD at its Rockdale, TX site (initial 25 MW, option to 200 MW), implying multi‑hundred‑million dollars in potential contract revenue and validating AMD’s need for dedicated data‑center capacity. This is read as tangible revenue/infra support for AMD’s data‑center roadmap. Riot Platforms: A $311M AMD Deal Changes the HPC Game
- Positive Sentiment: AMD added former Accenture CFO KC McClure to its board, strengthening financial oversight and signaling governance support as the company scales AI and data‑center investments. That appointment reduces execution/governance risk in investors’ view. AMD Appoints KC McClure to Board of Directors
- Positive Sentiment: Wall Street bullishness persists (notably Wells Fargo and several boutiques raising targets and reiterating Overweight/Outperform views), supporting upside expectations ahead of Q4 results and the MI450 GPU ramp. Why Wells Fargo Calls AMD a Top AI Pick for 2026
- Neutral Sentiment: Market commentary (Fool/MarketBeat/Forbes) frames 2026 as a potential turnaround year if MI450 execution and data‑center deals scale — bullish narrative but still dependent on execution and guidance in upcoming earnings. AMD's AI Comeback: Why 2026 Could Be the Turnaround Year
- Negative Sentiment: Insider selling has accelerated (recent Form 4 / Form 144 filings and a disclosed sale by SVP Ava Hahn), which can spook some investors ahead of earnings despite the company’s broader positive narrative. SEC Form 4 disclosure
- Negative Sentiment: Policy/headline risk: a reported 25% tariff on certain MI325x chip imports could pressure gross margins or order timing for some SKUs if enacted or broadened — a macro/regulatory downside to watch. Tariff coverage on MI325x chips
- Negative Sentiment: Some analysts remain cautious or have trimmed ratings, warning that valuation already reflects significant AI/data‑center upside — caution ahead of AMD’s Feb. earnings/guidance release. Analyst caution on AMD valuation
Institutional Inflows and Outflows
Institutional investors have recently added to or reduced their stakes in the business. Koesten Hirschmann & Crabtree INC. grew its position 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 buying an additional 61 shares in the last quarter. ORG Wealth Partners LLC boosted its holdings in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock valued at $26,000 after acquiring an additional 46 shares in the last quarter. Pinney & Scofield Inc. increased its stake in shares of Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock valued at $27,000 after acquiring an additional 85 shares during the period. PFS Partners LLC raised its holdings in Advanced Micro Devices by 269.2% during the fourth quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer's stock worth $41,000 after purchasing an additional 140 shares in the last quarter. Finally, Aviso Financial Inc. raised its holdings in Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after purchasing an additional 160 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.
Advanced Micro Devices Company Profile
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Get Free Report)
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.
Further Reading
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