Advanced Micro Devices (NASDAQ:AMD) Cut to “Hold” at Wall Street Zen

Wall Street Zen downgraded shares of Advanced Micro Devices (NASDAQ:AMD) from a buy rating to a hold rating in a report published on Saturday.

Several other equities research analysts have also issued reports on AMD. Mizuho raised their price objective on Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a research note on Wednesday, November 12th. TD Cowen raised their price target on Advanced Micro Devices from $270.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a research note on Thursday, November 20th. They set an “outperform” rating and a $377.00 price objective for the company. The Goldman Sachs Group increased their target price on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $277.06.

Advanced Micro Devices Stock Performance

Shares of NASDAQ:AMD opened at $215.61 on Friday. The firm has a fifty day simple moving average of $227.90 and a two-hundred day simple moving average of $187.28. Advanced Micro Devices has a 52 week low of $76.48 and a 52 week 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 stock has a market capitalization of $351.02 billion, a P/E ratio of 106.74, a PEG ratio of 1.59 and a beta of 1.93.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.03. The firm had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The business’s revenue was up 35.6% compared to the same quarter last year. During the same period in the prior year, the company earned $0.92 EPS. On average, analysts expect that Advanced Micro Devices will post 3.87 earnings per share for the current fiscal year.

Insider Activity at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the business’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 value of $4,107,972.96. Following the completion of the sale, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. The trade was 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 accessible 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 stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the transaction, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 181,226 shares of company stock worth $39,877,820. Insiders own 0.06% of the company’s stock.

Hedge Funds Weigh In On Advanced Micro Devices

Several institutional investors have recently made changes to their positions in the company. ORG Wealth Partners LLC raised its stake in Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. raised its position in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 61 shares during the last quarter. Pinney & Scofield Inc. raised its position in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares during the last quarter. Dogwood Wealth Management LLC boosted its stake in Advanced Micro Devices by 2,311.1% in the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 208 shares in the last quarter. Finally, Avion Wealth grew its position in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Analysts and outlets note AMD jumped ~78% in 2025 and some firms (e.g., Mizuho coverage noted in reporting) expect further upside into 2026, citing accelerating AI demand and share gains. AMD stock is up 78% in 2025. What to expect for shares in 2026 and beyond
• Positive Sentiment: MarketBeat and others highlight AMD’s upcoming MI450 GPU and the company’s first rack‑scale offering — a structural product catalyst that could make AMD a direct competitor to NVIDIA in hyperscale AI and materially boost data‑center revenue. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Positive Sentiment: MarketWatch and other pieces outline where AMD can gain ground vs. NVIDIA — upcoming AI accelerators and rack‑scale systems are being watched by Wall Street as the next proof points for sustainable data‑center growth. Here’s where AMD can gain ground in the AI chip race next year
• Positive Sentiment: Opinion pieces (24/7 Wall St., Seeking Alpha) argue AMD is well‑positioned to be the top semiconductor AI play in 2026, reinforcing investor sentiment and potential re‑rating if execution matches hype. Opinion: AMD Will Be the Semi Play to Beat in 2026
• Neutral Sentiment: Broader bullish backdrop: MarketBeat expects Q4 earnings season to be a market catalyst, with AI leaders (including AMD) benefiting from stronger guidance, buybacks and robust AI spending — a tailwind but dependent on AMD’s specific Q4 results and guidance. Why Q4 Earnings Season Could Be a Bullish Catalyst for S&P 500 Stocks
• Neutral Sentiment: Analyst notes (Zacks, Yahoo Finance coverage) show continued investor interest and “Moderate Buy”/positive commentary; these sustain sentiment but imply upside hinges on upcoming beats and China demand recovery. The Zacks Analyst Blog Highlights Advanced Micro Devices, Goldman Sachs, Lam Research, AstroNova and Blue Dolphin
• Negative Sentiment: Short‑term selling pressure appeared after reports/rumors of planned GPU price increases for early 2026, which sparked investor concern about demand elasticity and customer pushback; such rumors can cause volatility even if fundamentals remain intact. AMD & Nvidia (NVDA) Stocks Slip on 2026 GPU Price Hike Rumors

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.