Advanced Micro Devices (NASDAQ:AMD) Trading Up 1.8% – Time to Buy?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) were up 1.8% during mid-day trading on Monday . The stock traded as high as $490.95 and last traded at $484.64. Approximately 24,033,412 shares changed hands during mid-day trading, a decline of 34% from the average session volume of 36,150,703 shares. The stock had previously closed at $476.15.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Analysts expect continued momentum from EPYC server CPUs, Instinct AI accelerators and cloud demand. Data-center revenue is now the key growth driver, with some estimates calling for more than $6.5 billion in quarterly revenue. Can Strong Data Center Revenues Boost AMD’s Top Line in Q2 Earnings?
• Positive Sentiment: AMD’s Helios rack-scale AI platform could allow the company to compete with Nvidia across complete AI infrastructure systems rather than only individual GPUs. Analysts also see server CPUs and a potential rack-scale product ramp as two major growth engines. AMD’s Helios Is Coming for Nvidia’s Rack, Not Just Its GPU
• Positive Sentiment: Bernstein raised its AI-server outlook ahead of results, reinforcing investor confidence that accelerating AI infrastructure spending can support AMD’s revenue and earnings growth. AMD Stock: Bernstein Raises AI Server Forecast Ahead of Q2 Results
• Neutral Sentiment: Options markets imply roughly an 8.5%–9% post-earnings move, signaling unusually high volatility. Prediction-market activity is focused on whether data-center revenue clears key thresholds, making that segment and management’s outlook the main catalysts. AMD Options Price A 9% Swing On Earnings
• Negative Sentiment: AMD’s stock has more than doubled during the year and trades at demanding earnings multiples. Analysts warn that an earnings beat may already be reflected in the price, leaving little tolerance for weaker guidance, slowing AI demand or execution problems. AMD Earnings: Sky-High Expectations Leave Little Room for Missteps
• Negative Sentiment: Semiconductor shares remain sensitive to broader concerns about AI profitability and overseas chip-market weakness. Competitive pressure from Nvidia, including its tighter integration of internally designed chips, is another risk to AMD’s long-term margin and market-share narrative. AMD, NVDA, and INTC Forecasts – AI Profitability Worries Pull Tech Lower

Analyst Upgrades and Downgrades

AMD has been the subject of a number of research analyst reports. Evercore reissued an “outperform” rating and issued a $579.00 target price on shares of Advanced Micro Devices in a report on Tuesday, May 19th. Loop Capital raised Advanced Micro Devices to a “strong-buy” rating in a report on Tuesday, June 16th. Mizuho increased their price objective on Advanced Micro Devices from $615.00 to $625.00 and gave the company an “outperform” rating in a research report on Monday, July 27th. Benchmark lifted their price objective on Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Finally, Jefferies Financial Group boosted their target price on Advanced Micro Devices from $515.00 to $640.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $529.46.

Advanced Micro Devices Price Performance

The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The stock has a market cap of $790.25 billion, a P/E ratio of 158.90 and a beta of 2.48. The firm has a 50 day moving average price of $515.42 and a 200 day moving average price of $350.69.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. The company had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm’s revenue was up 37.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.96 EPS. On average, analysts forecast that Advanced Micro Devices, Inc. will post 6.27 EPS for the current fiscal year.

Insider Activity

In related news, EVP Mark D. Papermaster sold 6,000 shares of Advanced Micro Devices stock in a transaction on Monday, June 15th. The shares were sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the transaction, the executive vice president owned 1,233,687 shares in the company, valued at approximately $661,663,348.71. The trade was a 0.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the transaction, the director directly owned 87,173 shares of the company’s stock, valued at $45,504,306. This represents a 9.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 310,310 shares of company stock worth $141,185,456. 0.50% of the stock is currently owned by insiders.

Institutional Trading of Advanced Micro Devices

Several institutional investors have recently made changes to their positions in the business. Brighton Jones LLC lifted its holdings in shares of Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after buying an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after acquiring an additional 2,970 shares during the last quarter. United Bank increased its holdings in Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after acquiring an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after purchasing an additional 7,228 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

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.