Advanced Micro Devices (NASDAQ:AMD) Trading 1.6% Higher – Still a Buy?

Advanced Micro Devices, Inc. (NASDAQ:AMD) rose 1.6% on Thursday . The stock traded as high as $204.10 and last traded at $203.37. Approximately 25,686,443 shares traded hands during trading, a decline of 36% from the average daily volume of 40,114,164 shares. The stock had previously closed at $200.12.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AMD will backstop a $300 million loan enabling startup Crusoe to buy AMD AI chips and deploy them in an Ohio data center — a near‑term demand commitment and channel of deployment for AMD’s AI silicon. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: Analysts and traders are pointing to new “design wins” and India’s fast‑growing AI infrastructure as fresh, long‑term demand drivers for AMD’s server CPU and accelerator roadmap. That narrative supports upside to data‑center revenue forecasts. What Is Going On With AMD Stock On Thursday?
• Positive Sentiment: Deals and partnerships in India (including large Tata projects and OpenAI/Tata activity) increase TAM for hyperscale AI infrastructure — a regional growth runway where AMD is actively competing for share. After AMD, OpenAI Partners With Tata To Build Massive 1GW AI Data Center In India
• Positive Sentiment: Market chatter and product‑rumor flow about upcoming AMD processors (Olympic Ridge / Medusa Point) has bumped sentiment, feeding short‑term buying from traders positioning for new‑product catalysts. AMD Stock Jumps on New Olympic Ridge and Medusa Point Rumors
• Neutral Sentiment: Wall Street price targets and coverage remain mixed but generally bullish on the medium term; updates from analysts provide context but are not an immediate catalyst. Wall Street sets AMD stock price target for next 12 months
• Neutral Sentiment: Broader industry notes on U.S. chipmakers racing into India explain competitive dynamics — useful framing for investors but not an immediate positive/negative on AMD alone. NVDA, QCOM, AMD: U.S. Chipmakers Race to Tap India’s Fastest-Growing AI Market
• Negative Sentiment: Nvidia’s expanded deals with large cloud customers (e.g., Meta) highlight intensifying competition and the risk of wallet‑share loss in hyperscale AI deployments, which can pressure AMD’s near‑term share gains. Nvidia pushes into Intel and AMD’s turf with a ‘multigenerational’ Meta deal
• Negative Sentiment: Investor backlash to conservative forward guidance after AMD’s recent quarter triggered a sharp selloff earlier this month; lingering sentiment risk and heavy insider selling highlighted by some data providers can amplify volatility. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Near‑term divergence with Nvidia (shares have recently moved in opposite directions) has weighed on sentiment and caused short‑term trading rotations away from AMD. AMD Stock Slides While Nvidia Gains: What’s Driving the Divergence Today

Wall Street Analysts Forecast Growth

A number of research firms recently commented on AMD. Truist Financial set a $283.00 price target on Advanced Micro Devices in a research report on Wednesday, February 4th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Robert W. Baird set a $300.00 target price on Advanced Micro Devices in a research note on Wednesday, November 5th. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Finally, Loop Capital set a $290.00 price objective on shares of Advanced Micro Devices and gave the stock a “buy” rating in a report on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average target price of $288.17.

Advanced Micro Devices Trading Up 1.6%

The company has a market capitalization of $331.58 billion, a price-to-earnings ratio of 76.74, a P/E/G ratio of 0.77 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. The business’s 50-day simple moving average is $220.25 and its 200-day simple moving average is $206.67.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the previous year, the firm posted $1.09 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was 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 approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 271,892 shares of company stock worth $58,476,908 in the last three months. Insiders own 0.06% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Joseph Group Capital Management bought a new stake in shares of Advanced Micro Devices in the 4th quarter valued at $25,000. Cornerstone Financial Management LLC acquired a new position in Advanced Micro Devices in the fourth quarter valued at about $27,000. Sarver Vrooman Wealth Advisors bought a new stake in shares of Advanced Micro Devices in the fourth quarter worth about $27,000. Basepoint Wealth LLC acquired a new stake in shares of Advanced Micro Devices during the fourth quarter worth about $30,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in shares of Advanced Micro Devices during the fourth quarter worth about $33,000. Institutional investors and hedge funds 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.