Advanced Micro Devices (NASDAQ:AMD) Stock Rating Lowered by Wall Street Zen

Advanced Micro Devices (NASDAQ:AMD) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Sunday.

AMD has been the topic of a number of other research reports. Wells Fargo & Company lifted their price target on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, November 12th. Cantor Fitzgerald set a $300.00 target price on Advanced Micro Devices in a research report on Tuesday, December 16th. HSBC lifted their target price on Advanced Micro Devices from $185.00 to $310.00 and gave the company a “buy” rating in a report on Wednesday, October 15th. Melius Research set a $380.00 price objective on Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Roth Capital reaffirmed a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average target price of $276.16.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $231.83 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The stock has a market cap of $377.43 billion, a price-to-earnings ratio of 114.77, a price-to-earnings-growth ratio of 0.97 and a beta of 1.95. Advanced Micro Devices has a 1-year low of $76.48 and a 1-year high of $267.08. The firm has a 50 day simple moving average of $218.58 and a 200-day simple moving average of $196.15.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping analysts’ consensus estimates 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 business had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter in the previous year, the firm earned $0.92 earnings per share. The business’s revenue was up 35.6% compared to the same quarter last year. On average, analysts expect that Advanced Micro Devices will post 3.87 EPS for the current year.

Insiders Place Their Bets

In other 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 transaction, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. The trade was a 0.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president directly owned 300,348 shares in the company, valued at $68,890,820.76. This trade represents a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 161,558 shares of company stock worth $35,461,719. 0.06% of the stock is currently owned by company insiders.

Institutional Trading of Advanced Micro Devices

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in Advanced Micro Devices by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock valued at $25,238,876,000 after buying an additional 1,348,892 shares in the last quarter. State Street Corp grew its stake in shares of Advanced Micro Devices by 2.4% in the third quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after purchasing an additional 1,755,182 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Advanced Micro Devices by 1.4% in the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock valued at $5,181,556,000 after acquiring an additional 514,445 shares in the last quarter. Norges Bank purchased a new stake in Advanced Micro Devices in the second quarter worth about $3,094,662,000. Finally, Amundi boosted its position in shares of Advanced Micro Devices by 17.5% during the third quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock valued at $2,181,937,000 after purchasing an additional 2,012,865 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Wells Fargo reiterated an Overweight and named AMD a Top AI pick for 2026, assigning a $345 price target — a large upside signal that supports a higher valuation for AMD’s data‑center roadmap and helps lift investor sentiment. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Strong analyst sentiment around CES AI processor launches and multiple raised price targets (consensus PTs rising toward the $280–$300+ area) is reinforcing demand expectations for AMD’s MI3xx/MI3 platform and boosting momentum into data‑center exposure. Strong Analyst Sentiment on Advanced Micro Devices (AMD) Amid CES AI Processor Launches Despite Nvidia Competition
• Positive Sentiment: Riot Platforms announced a large data‑center lease/AMD partnership (reported as a $1B‑scale deal), signaling real customer demand and potential revenue/capacity commitments for AMD’s AI compute customers — tangible validation of data‑center demand. Riot Platforms stock jumps after $1B AMD AI deal
• Positive Sentiment: Cathie Wood/ARK Invest added to AMD, a high‑profile institutional buy that often amplifies retail/investor interest and signals conviction in AMD’s long‑term AI/data‑center thesis. Cathie Wood Invests $1.1M in AMD Stock. Should You Buy too?
• Neutral Sentiment: Citi maintained a Neutral rating with a $260 target, acknowledging AI growth but warning muted margin leverage — this suggests upside exists but may be capped until clearer margin expansion arrives. Citi Maintains Neutral on AMD With $260 PT as Muted Margin Leverage Tempers AI Growth
• Neutral Sentiment: Macro/sector pieces (quantum‑enabler themes, long‑term forecasts) highlight upside to 2026–2030 if data‑center expansion and post‑quantum demand accelerate, but these are multi‑year catalysts rather than immediate drivers. Quantum Enablers Set for 2026 Breakout: AMD, AVGO, TER in Focus
• Negative Sentiment: U.S. tariff action: reports that certain AMD AI chips face a 25% import tariff add a near‑term margin and pricing risk for some product flows and introduce geopolitical trade uncertainty. As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?
• Negative Sentiment: AMD filed a Form 144 (insider sale notice) ahead of Q4 earnings — insider sales can spook short‑term traders even if routine or pre‑planned. AMD Files Insider Stock Sale Notice Ahead of Q4 Earnings. What Investors Should Know
• Negative Sentiment: Some analysts remain cautious or downgraded (Wall Street Zen to Hold; select analysts arguing “not a buy”), which can limit further multiple expansion until AMD demonstrates consistent margin leverage on AI revenue. Advanced Micro Devices (NASDAQ:AMD) Lowered to “Hold” by Wall Street Zen “Despite Strong Fundamentals, AMD Stock Isn’t a Buy,” Says Top Analyst

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.