Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) – Equities researchers at KeyCorp issued their Q1 2026 EPS estimates for shares of Advanced Micro Devices in a research report issued to clients and investors on Monday, January 12th. KeyCorp analyst J. Vinh anticipates that the semiconductor manufacturer will earn $1.15 per share for the quarter. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $3.87 per share.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter in the prior year, the business posted $0.92 earnings per share. Advanced Micro Devices’s revenue was up 35.6% compared to the same quarter last year.
Check Out Our Latest Stock Report on Advanced Micro Devices
Advanced Micro Devices Stock Up 1.2%
AMD opened at $223.60 on Thursday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The company has a market cap of $364.03 billion, a price-to-earnings ratio of 110.69, a PEG ratio of 0.94 and a beta of 1.95. Advanced Micro Devices has a one year low of $76.48 and a one year high of $267.08. The business’s fifty day moving average is $219.06 and its two-hundred day moving average is $193.82.
Institutional Investors Weigh In On Advanced Micro Devices
A number of hedge funds have recently added to or reduced their stakes in AMD. ORG Wealth Partners LLC raised 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 valued at $26,000 after buying an additional 46 shares during the last quarter. 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 valued at $26,000 after acquiring an additional 61 shares during the period. Pinney & Scofield Inc. increased its position in 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 acquiring an additional 85 shares during the period. Dogwood Wealth Management LLC raised its stake in Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 208 shares in the last quarter. Finally, Avion Wealth boosted 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 acquiring an additional 72 shares during the period. 71.34% of the stock is currently owned by institutional investors.
Insider Activity at Advanced Micro Devices
In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 300,348 shares of the company’s stock, valued at $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on 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 owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 161,558 shares of company stock valued at $35,461,719. Insiders own 0.06% of the company’s stock.
More Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: KeyBanc upgraded AMD to Overweight and raised its 12‑month price target to $270, citing near‑sold‑out 2026 server CPU shipments and meaningful AI-server revenue upside — a direct catalyst for buying interest. New Analyst Forecast: $AMD Given $270 Price Target
- Positive Sentiment: AMD announced a strategic collaboration with Tata Consultancy Services (TCS) to co-develop industry‑specific AI and GenAI solutions and accelerate enterprise cloud/edge deployments — strengthens go‑to‑market for AMD EPYC/Instinct hardware in enterprise accounts. TCS and AMD Announce Strategic Collaboration to Drive AI Adoption at Scale
- Positive Sentiment: China Renaissance initiated coverage on AMD with a Buy and a $291 target, adding to the string of bullish price targets that support investor momentum. Advanced Micro Devices (NASDAQ:AMD) Coverage Initiated at China Renaissance
- Neutral Sentiment: TSMC’s strong Q4 results are lifting the whole chip supply chain — broad sector tailwind benefiting AMD demand expectations even as geopolitics complicate the outlook. NVDA, AMD, AVGO – Chip Stocks Jump on TSMC Earnings despite Trump’s 25% Tariff
- Neutral Sentiment: RBC and other analyst notes comparing AMD vs. peers keep the stock in focus; these thematic analyst pieces maintain debate on share gains vs. Nvidia but are mixed in near‑term impact. NVDA vs. AMD vs. AVGO: RBC’s Top Analyst Picks the Best Chip Stock
- Negative Sentiment: President Trump imposed a 25% tariff on select high‑end AI chips (naming Nvidia and AMD), introducing policy uncertainty that could affect margins, pricing and China market access if broadly enforced. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
- Negative Sentiment: Short‑term GPU/CPU benchmark reports (Ryzen AI MAX+ 392 data) caused a modest pullback in sentiment, showing that product‑level performance perceptions still move the stock. AMD Stock Slips Despite New Ryzen AI MAX+ 392 Benchmark Data
- Negative Sentiment: Minor selling by a member of Congress (Rep. Gilbert Ray Cisneros Jr.) was reported; isolated trades can spook retail flows but are not long‑term fundamentals. Rep. Gilbert Ray Cisneros, Jr. Sells Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares
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.
Recommended Stories
- Five stocks we like better than Advanced Micro Devices
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- How a Family Trust May Be Able To Help Preserve Your Wealth
- A U.S. “birthright” claim worth trillions – activated quietly
- Executive Order 14330: Trump’s Biggest Yet
- First Time Since 2007: All Warnings Active
Receive News & Ratings for Advanced Micro Devices Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Advanced Micro Devices and related companies with MarketBeat.com's FREE daily email newsletter.
