Advanced Micro Devices (NASDAQ:AMD) Trading 1.3% Higher – Time to Buy?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) were up 1.3% during mid-day trading on Tuesday . The stock traded as high as $206.43 and last traded at $205.37. Approximately 26,812,793 shares were traded during trading, a decline of 29% from the average daily volume of 37,806,852 shares. The stock had previously closed at $202.68.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD is in advanced talks to supply ~10,000 MI355 AI accelerators to Korean AI firm Upstage — a meaningful outside‑US win that would expand AMD’s AI accelerator footprint and validate its sales momentum. AMD AI Deal Talks With Upstage Highlight Valuation Gap And Growth Story
• Positive Sentiment: Data‑center revenue is accelerating: Zacks notes a 39% surge in AMD’s Data Center sales to $5.38B, driven by EPYC CPUs and Instinct GPUs — a direct revenue tailwind from cloud and AI spending. AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?
• Positive Sentiment: Near‑term product and institutional catalysts: MarketBeat highlights MI450/MI450‑class GPU expectations, institutional buying, and positioning ahead of Q1 earnings — all supportive of a sentiment-driven rebound if guidance and product roadmaps impress. Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings
• Positive Sentiment: Strategic standards and supply ties: AMD joined the OCI optical interconnect group and deepened ties with Samsung on HBM and foundry collaboration — moves that support longer‑term datacenter scaling and HBM supply resilience. AMD Joins OCI Group As Optical AI Standard Shapes Valuation Debate Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
• Neutral Sentiment: Ryzen price cuts and refresh rumors lifted short‑term PC demand sentiment but may pressure margins; impact depends on volume vs. pricing tradeoffs. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Positive narrative and macro tailwinds (AI spending, inclusion in investor roundups/Jim Cramer holdings) support demand for the stock, but these are sentiment drivers rather than guaranteed revenue catalysts. Is Advanced Micro Devices (AMD) The Best AI Semiconductor Stock to Buy For The Long Term?
• Negative Sentiment: Analyst caution: Bernstein and other outlets urge preference for Nvidia and Broadcom, warning AMD faces intense competition and market share challenges — a headwind for multiple analyst upgrades/flow. ‘Own Nvidia, Broadcom,’ But Avoid AMD Stock – Bernstein Weighs In on AI Chip Stocks Bernstein Upgrades Broadcom (AVGO) and Nvidia (NVDA) Amid Surging AI Chip Demand
• Negative Sentiment: Relative scale risk: Comparisons show Nvidia’s massive lead in hyperscale AI revenue and ecosystem, keeping investor caution about how quickly AMD can take meaningful inference/GPU share. Nvidia (NVDA) vs AMD: The 2026 AI Chip Showdown Reveals a Clear Leader

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on AMD. KeyCorp reiterated an “overweight” rating and set a $330.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Royal Bank Of Canada reissued a “sector perform” rating and set a $230.00 target price on shares of Advanced Micro Devices in a report on Monday, March 16th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Advanced Micro Devices Price Performance

The company has a fifty day simple moving average of $214.97 and a two-hundred day simple moving average of $212.00. The stock has a market capitalization of $334.84 billion, a price-to-earnings ratio of 77.50, a PEG ratio of 0.76 and a beta of 1.98. 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 released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.09 EPS. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Activity

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’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 value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 239,392 shares of company stock valued at $50,016,383 in the last 90 days. 0.06% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Advanced Micro Devices

Large investors have recently modified their holdings of the business. Joseph Group Capital Management acquired a new stake in Advanced Micro Devices in the fourth quarter valued at about $25,000. ORG Wealth Partners LLC raised its stake in 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 acquiring an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. raised its stake in Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 61 shares in the last quarter. Sarver Vrooman Wealth Advisors bought a new position in shares of Advanced Micro Devices in the fourth quarter worth about $27,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Advanced Micro Devices in the 4th quarter valued at approximately $27,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

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.