Advanced Micro Devices (NASDAQ:AMD) Upgraded to “Hold” at DA Davidson

DA Davidson upgraded shares of Advanced Micro Devices (NASDAQ:AMD) to a hold rating in a research report report published on Friday,Zacks.com reports.

A number of other brokerages have also recently weighed in on AMD. Wedbush restated an “outperform” rating and set a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Barclays reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Melius Research set a $380.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Loop Capital set a $290.00 price target on shares of Advanced Micro Devices and gave the company a “buy” rating in a report on Wednesday, November 5th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $288.17.

Advanced Micro Devices Trading Up 0.7%

NASDAQ:AMD opened at $207.32 on Friday. The firm has a 50-day simple moving average of $221.32 and a 200-day simple moving average of $205.89. Advanced Micro Devices has a one year low of $76.48 and a one year high of $267.08. The firm has a market cap of $338.02 billion, a P/E ratio of 78.23, a P/E/G ratio of 0.78 and a beta of 1.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last issued 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. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.09 earnings per share. Equities analysts anticipate that Advanced Micro Devices will post 3.87 EPS for the current fiscal year.

Insider Buying and Selling

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 291,342 shares of company stock worth $62,938,155 in the last three months. Corporate insiders own 0.06% of the company’s stock.

Institutional Trading of Advanced Micro Devices

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Impax Asset Management Group plc increased its position in shares of Advanced Micro Devices by 326.5% during the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after purchasing an additional 39,861 shares in the last quarter. Waterfront Wealth Inc. purchased a new position in Advanced Micro Devices in the 2nd quarter valued at $1,145,000. Global Retirement Partners LLC acquired a new stake in Advanced Micro Devices during the 2nd quarter worth $4,519,000. Cornercap Investment Counsel Inc. grew its holdings in shares of Advanced Micro Devices by 43.3% during the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after buying an additional 3,702 shares in the last quarter. Finally, Swiss National Bank grew its holdings in shares of Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after buying an additional 341,000 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Arista Networks’ CEO said her firm is shifting workloads away from Nvidia toward AMD (now ~20–25% AMD vs. ~99% Nvidia a year ago), a near-term enterprise validation that likely helped demand expectations for AMD’s data-center chips. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Positive Sentiment: Analysts and coverage note AMD is gaining PC and server processor share from Intel, reinforcing revenue upside in CPUs which supports margins and data-center momentum. AMD Taking PC, Server Market Share From Intel
• Positive Sentiment: Leaked windows for AMD’s next‑gen GPU release lifted sentiment around product cadence and future AI/graphics revenue. Timelines can re-rate expectations for the GPU roadmap. AMD Stock Gains Alongside Leaked Next-Gen GPU Release Window
• Positive Sentiment: Reports flag AMD’s aggressive data-center growth targets (big expansion plans and revenue goals), which supports the investment case for continued server share gains and AI exposure. AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
• Neutral Sentiment: Aggregate analyst/forecast summaries show mixed views — momentum in 2025–26 is strong but valuation and AI competition create divergent price targets. Advanced Micro Devices Stock Forecast: Trending Views From Analysts
• Neutral Sentiment: Options-market commentary and short‑interest data items have produced noise; some derivatives flows suggest traders are pricing continued volatility around AI narratives. Options Markets Fires Warning Shot at Advanced Micro Devices Stock (AMD)
• Negative Sentiment: CEO Lisa Su sold 125,000 shares (~$26.8M) on Feb. 11, trimming her position by ~3.8% — insider selling can be viewed as a near-term headwind for sentiment. SEC filing — Lisa T. Su Form 4
• Negative Sentiment: EVP Forrest Norrod also sold shares (~19,450 shares, ~$4.2M) on Feb. 11, another insider sale that may weigh on sentiment when paired with the CEO sale. SEC filing — Forrest E. Norrod Form 4
• Negative Sentiment: Quiver/13F estimates show Wells Fargo’s fund materially trimmed AMD exposure in the most recent filing period, signaling some institutional repositioning away from the name. Fund Update: WELLS FARGO & COMPANY|MN Just Disclosed New Holdings
• Negative Sentiment: Some analysts warn AMD lags in networking and software stack areas, which could be a medium-term headwind if competitors strengthen integrated offerings. AMD is falling behind, warns this analyst who says other chip stocks are better bets

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.