Q1 Earnings Estimate for AMD Issued By Northland Securities

Advanced Micro Devices, Inc. (NASDAQ:AMD) – Analysts at Northland Securities raised their Q1 2026 earnings per share (EPS) estimates for Advanced Micro Devices in a report issued on Wednesday, February 4th. Northland Securities analyst G. Richard now expects that the semiconductor manufacturer will post earnings of $1.07 per share for the quarter, up from their previous estimate of $1.01. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $3.87 per share. Northland Securities also issued estimates for Advanced Micro Devices’ FY2026 earnings at $5.65 EPS and Q3 2027 earnings at $1.64 EPS.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same period last year, the company posted $1.09 EPS. The business’s quarterly revenue was up 34.1% compared to the same quarter last year.

Other research analysts have also issued research reports about the stock. Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Evercore upped their price target on shares of Advanced Micro Devices from $283.00 to $328.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. Robert W. Baird set a $300.00 price objective on Advanced Micro Devices in a report on Wednesday, November 5th. Benchmark restated a “buy” rating and issued a $325.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Mizuho upped their target price on Advanced Micro Devices from $275.00 to $285.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. Twenty-nine equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average target price of $290.11.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $216.00 on Monday. 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 firm has a market capitalization of $352.17 billion, a price-to-earnings ratio of 81.51, a price-to-earnings-growth ratio of 0.79 and a beta of 1.94. The company has a 50 day simple moving average of $221.85 and a 200-day simple moving average of $205.27. Advanced Micro Devices has a 52-week low of $76.48 and a 52-week high of $267.08.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This represents a 0.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the transaction, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 164,000 shares of company stock worth $36,034,173. Insiders own 0.06% of the company’s stock.

Institutional Trading of Advanced Micro Devices

Several large investors have recently modified their holdings of the company. Joseph Group Capital Management bought a new position in shares of Advanced Micro Devices in the fourth quarter worth about $25,000. Koesten Hirschmann & Crabtree INC. increased 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 worth $26,000 after buying an additional 61 shares during the period. ORG Wealth Partners LLC lifted its holdings in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the last quarter. Key Capital Management INC acquired a new position in shares of Advanced Micro Devices during the fourth quarter worth approximately $38,000. Finally, Pinney & Scofield Inc. boosted its position in shares of Advanced Micro Devices by 81.0% in 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. 71.34% of the stock is owned by institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Investor bullishness after the strong quarterly report and post‑earnings commentary — some market participants say they’re buying on the pullback, citing AMD’s beat and revenue upside. AMD: Why I’m Buying Post-Earnings
• Positive Sentiment: Analyst sentiment and price‑target optimism: coverage from TipRanks and Northland highlights upside potential and strong Q1/Q2 estimates, supporting the rally. AMD Stock Has Strong Potential In 2026 Despite an Early Setback Northland Securities Has Strong Forecast for AMD Q1 Earnings
• Positive Sentiment: Commercial demand signal: OVHcloud’s new Bare Metal 2026 servers use AMD’s latest processors — a concrete cloud customer win that supports data‑center demand for EPYC/Milan‑generation CPUs. OVHcloud unveils Bare Metal 2026 line-up powered by the latest AMD processors
• Positive Sentiment: Management hire: AMD appointed Ariel Kelman as Senior VP & Chief Marketing Officer, strengthening go‑to‑market, brand and developer relations ahead of product ramps. AMD Hires Ariel Kelman as Chief Marketing Officer
• Neutral Sentiment: Broad market attention: Zacks and other outlets note AMD is a focus stock this week — increased attention can amplify moves but is directionally neutral until earnings/guidance confirm trends. Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention
• Negative Sentiment: Valuation & growth concerns: coverage from The Motley Fool and others flags a slowing growth rate and high valuation versus expectations — a core reason for recent volatility and a cap on multiple expansion. AMD’s Growth Rate is Declining. Should Investors Be Worried?
• Negative Sentiment: Competitive risk: Intel’s renewed AI GPU push and hires of ex‑AMD talent highlight intensifying competition in AI/data‑center chips — a potential headwind for AMD’s market share in inference/infrastructure. Intel Stock Is Priced for Ruin, But the AI Offensive Is Here (AMD)

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.