Advanced Micro DevicesAMD
About: Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers, industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox. In 2022, the firm acquired field-programmable gate array leader Xilinx to diversify its business and augment its opportunities in key end markets such as data center and automotive.
Employees: 28,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
5% less repeat investments, than reductions
Existing positions increased: 914 | Existing positions reduced: 960
10% less first-time investments, than exits
New positions opened: 309 | Existing positions closed: 343
2.44% less ownership
Funds ownership: 67.56% [Q3] → 65.12% (-2.44%) [Q4]
4% less funds holding
Funds holding: 2,494 [Q3] → 2,405 (-89) [Q4]
28% less capital invested
Capital invested by funds: $178B [Q3] → $128B (-$49.8B) [Q4]
33% less call options, than puts
Call options by funds: $14.6B | Put options by funds: $21.6B
47% less funds holding in top 10
Funds holding in top 10: 133 [Q3] → 70 (-63) [Q4]
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
16 analyst ratings
Mizuho Vijay Rakesh 27% 1-year accuracy 18 / 66 met price target | 16%upside $120 | Outperform Maintained | 14 Mar 2025 |
Benchmark Cody Acree 20% 1-year accuracy 9 / 46 met price target | 64%upside $170 | Buy Reiterated | 18 Feb 2025 |
Stifel Ruben Roy 33% 1-year accuracy 10 / 30 met price target | 57%upside $162 | Buy Maintained | 5 Feb 2025 |
Susquehanna Christopher Rolland 24% 1-year accuracy 34 / 144 met price target | 45%upside $150 | Positive Maintained | 5 Feb 2025 |
Piper Sandler Harsh Kumar 23% 1-year accuracy 9 / 39 met price target | 35%upside $140 | Overweight Maintained | 5 Feb 2025 |
Financial journalist opinion
Based on 109 articles about AMD published over the past 30 days
