Advanced Micro Devices (NASDAQ:AMD) Announces Quarterly Earnings Results

Advanced Micro Devices (NASDAQ:AMD) issued its quarterly earnings data on Tuesday. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.31 by $0.22, FiscalAI reports. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion.

Advanced Micro Devices Stock Performance

Shares of NASDAQ AMD traded down $4.16 during midday trading on Tuesday, hitting $242.11. The company’s stock had a trading volume of 49,867,077 shares, compared to its average volume of 38,264,148. Advanced Micro Devices has a 1-year low of $76.48 and a 1-year high of $267.08. The firm’s fifty day moving average price is $222.10 and its 200-day moving average price is $203.37. 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 firm has a market cap of $394.16 billion, a P/E ratio of 119.86, a P/E/G ratio of 0.99 and a beta of 1.94.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, November 19th. The shares were 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 owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 164,000 shares of company stock worth $36,034,173 in the last ninety days. Insiders own 0.06% of the company’s stock.

Institutional Investors Weigh In On Advanced Micro Devices

Large investors have recently added to or reduced their stakes in the stock. Wealth Watch Advisors INC bought a new stake in Advanced Micro Devices in the third quarter valued at $41,000. FSA Wealth Management LLC increased its holdings in shares of Advanced Micro Devices by 32.3% in the 3rd quarter. FSA Wealth Management LLC now owns 287 shares of the semiconductor manufacturer’s stock worth $46,000 after acquiring an additional 70 shares during the period. Binnacle Investments Inc lifted its position in Advanced Micro Devices by 128.1% in the 2nd quarter. Binnacle Investments Inc now owns 349 shares of the semiconductor manufacturer’s stock valued at $50,000 after purchasing an additional 196 shares during the last quarter. Semmax Financial Advisors Inc. boosted its stake in Advanced Micro Devices by 36.5% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 505 shares of the semiconductor manufacturer’s stock valued at $72,000 after purchasing an additional 135 shares during the period. Finally, Measured Wealth Private Client Group LLC acquired a new stake in shares of Advanced Micro Devices in the third quarter valued at approximately $105,000. 71.34% of the stock is owned by institutional investors and hedge funds.

More Advanced Micro Devices News

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

• Positive Sentiment: Analysts broadly expect a beat-and-raise Q4 with consensus revenue near $9.6B and EPS around $1.32, keeping Wall Street bullish into the report. AMD Likely To Report Higher Q4 Earnings
• Positive Sentiment: Reports that OpenAI and hyperscalers are exploring non‑Nvidia solutions (including AMD) and recent analyst upgrades (e.g., HSBC) have supported upside expectations for AMD’s AI/server cycle. Why OpenAI is Looking Beyond Nvidia
• Positive Sentiment: Options markets are pricing a large post‑earnings swing (roughly 7–9%), signaling traders expect a material reaction to the print — both an upside catalyst or downside risk. AMD Stock Set for Major Price Swing
• Neutral Sentiment: Pre‑market/pop intraday moves show AMD outperforming larger peers amid a broader tech pullback, reflecting rotation-driven volatility rather than company‑specific news. Live: Will AMD Beat Q4 Earnings Tonight?
• Neutral Sentiment: Multiple earnings previews and analyst notes (Investing.com, Investopedia, Wedbush) highlight data‑center/EPYC and MI350/Instinct ramps as the key drivers to watch on the call. AMD earnings on deck as AI chip ramp faces scrutiny
• Negative Sentiment: Reports flag AI spending uncertainty and scrutiny of AMD’s AI‑chip ramp; any soft guidance or commentary on customer timing could trigger a sharp sell‑off. AMD to report Q4 earnings amid AI spending concerns
• Negative Sentiment: Rumors of MI450/MI‑series delays and cautionary commentary from commentators (e.g., Jim Cramer) underscore sell‑the‑news risk given stretched valuation and high expectations. Jim Cramer Highlights His “Fear” Around Advanced Micro Earnings

Analyst Ratings Changes

A number of research firms recently weighed in on AMD. Bank of America reaffirmed a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Morgan Stanley reaffirmed an “equal weight” rating and set a $260.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Roth Mkm reissued a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $281.06.

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.