Benchmark Reaffirms “Buy” Rating for Advanced Micro Devices (NASDAQ:AMD)

Advanced Micro Devices (NASDAQ:AMD)‘s stock had its “buy” rating restated by stock analysts at Benchmark in a note issued to investors on Wednesday,Benzinga reports. They currently have a $325.00 price target on the semiconductor manufacturer’s stock. Benchmark’s price target suggests a potential upside of 34.24% from the stock’s previous close.

Several other analysts also recently commented on AMD. Wells Fargo & Company restated an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a report on Friday, January 30th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Wolfe Research set a $300.00 price objective on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research report on Tuesday, October 14th. Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. Finally, Sanford C. Bernstein lifted their price target on Advanced Micro Devices from $200.00 to $225.00 and gave the company a “market perform” rating in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $281.33.

Advanced Micro Devices Price Performance

AMD opened at $242.11 on Wednesday. The stock has a market cap of $394.16 billion, a P/E ratio of 119.86, a P/E/G ratio of 1.03 and a beta of 1.94. Advanced Micro Devices has a 12 month low of $76.48 and a 12 month high of $267.08. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The company has a fifty day simple moving average of $222.82 and a 200 day simple moving average of $203.97.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company’s revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.09 earnings per share. On average, research analysts expect that Advanced Micro Devices will post 3.87 EPS for the current year.

Insider Buying and Selling

In related news, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 164,000 shares of company stock worth $36,034,173 in the last three months. Insiders own 0.06% of the company’s stock.

Institutional Trading of Advanced Micro Devices

Large investors have recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after buying an additional 2,970 shares during the last quarter. DAVENPORT & Co LLC boosted its stake in shares of Advanced Micro Devices by 4.5% during the 2nd quarter. DAVENPORT & Co LLC now owns 17,001 shares of the semiconductor manufacturer’s stock worth $2,412,000 after acquiring an additional 736 shares during the period. Finally, Tyche Wealth Partners LLC acquired a new position in shares of Advanced Micro Devices during the 2nd quarter worth approximately $374,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Record Q4 results — AMD beat Wall Street on revenue and adjusted EPS, delivered record operating income and free cash flow, and highlighted broad-based growth across segments. These results support the company’s long‑term AI/data‑center story. AMD Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Data‑center strength — Data Center revenue was a record and grew strongly year‑over‑year (driven by EPYC CPUs and Instinct GPUs), reinforcing AMD’s position as a meaningful Nvidia competitor for AI workloads. This is the core growth narrative investors care about. AMD Sales Climb on Help From Data-Center Business
• Positive Sentiment: Analyst conviction remains — Several Wall Street firms reiterated bullish theses and some raised price targets on AMD’s secular AI ramp, leaving a constructive medium‑term outlook despite the near‑term volatility. AMD’s Secular AI Ramp Drives Confident Buy Case Toward $290 Target
• Neutral Sentiment: Quarterly guidance vs. expectations — AMD guided to roughly $9.8B for Q1 (+/‑ $300M), which is above consensus averages but below some investor “whisper” expectations for a bigger AI acceleration. The midpoint implies strong year‑over‑year growth but a slight sequential decline. AMD forecasts first-quarter revenue above estimates
• Neutral Sentiment: Mixed analyst updates — Wall Street reactions are varied: some firms reaffirm or raise targets based on AI traction, others temper expectations—this creates short‑term dispersion in sell‑side views. Wall Street analysts update AMD’s stock price target after Q4 2025 earnings
• Negative Sentiment: China licensing uncertainty — CEO Lisa Su said AMD is capping expected China AI‑chip revenue at about $100M for Q1 because of export‑licensing uncertainty (notably on Instinct MI308). That comment increased investor concern about near‑term China exposure and regulatory risk. AMD CEO Lisa Su Says Company Is Not Forecasting Any China AI Chip Revenue Beyond $100 Million In Q1 Amid Licensing Uncertainty
• Negative Sentiment: Immediate market reaction — The cautious tone on China and the perception that guidance fell short of the most aggressive expectations prompted a sharp sell‑off in U.S. premarket/after‑hours trading and weakness in European listings. That selling pressure is driving the intraday decline. AMD is down 9% after reporting earnings. Here’s why
• Negative Sentiment: European market weakness — AMD’s Frankfurt‑listed shares also fell after the outlook and China comments, signaling cross‑market selling rather than a U.S.-only technical pullback. AMD’s Frankfurt-listed shares fall after weaker sales

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.