Mizuho Issues Positive Forecast for Advanced Micro Devices (NASDAQ:AMD) Stock Price

Advanced Micro Devices (NASDAQ:AMD) had its price target boosted by equities researchers at Mizuho from $275.00 to $280.00 in a note issued to investors on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the semiconductor manufacturer’s stock. Mizuho’s price target suggests a potential upside of 30.94% from the company’s previous close.

Other equities analysts also recently issued research reports about the stock. Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 5th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday. JPMorgan Chase & Co. upped their price target on Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $289.69.

Advanced Micro Devices Stock Performance

NASDAQ AMD 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 P/E ratio of 80.69, a P/E/G ratio of 0.74 and a beta of 1.94. The stock has a 50-day moving average of $219.55 and a two-hundred day 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 posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. The business 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 business’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.09 earnings per share. As a group, analysts anticipate that Advanced Micro Devices will post 3.87 EPS for the current year.

Insider Activity at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 271,892 shares of company stock valued at $58,476,908 over the last ninety days. Insiders own 0.06% of the company’s stock.

Institutional Investors Weigh In On Advanced Micro Devices

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AMD. MidFirst Bank acquired a new stake in shares of Advanced Micro Devices in the fourth quarter valued at approximately $14,593,000. Barnes Wealth Management Group Inc purchased a new stake in Advanced Micro Devices in the 4th quarter valued at $211,000. SG Trading Solutions LLC acquired a new stake in Advanced Micro Devices during the 4th quarter worth $1,613,000. Pacer Advisors Inc. boosted its stake in 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 purchased a new position in Advanced Micro Devices during the 4th quarter worth $269,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

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)

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.