Advanced Micro DevicesAMD
AMD
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: 26,000
0
Funds holding %
of 6,817 funds
0
Analysts bullish %
of 17 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
61% more repeat investments, than reductions
Existing positions increased: 1,222 | Existing positions reduced: 760
43% more first-time investments, than exits
New positions opened: 237 | Existing positions closed: 166
2% more funds holding
Funds holding: 2,437 [Q2] → 2,481 (+44) [Q3]
3% more capital invested
Capital invested by funds: $193B [Q2] → $198B (+$5.37B) [Q3]
1% less funds holding in top 10
Funds holding in top 10: 134 [Q2] → 132 (-2) [Q3]
4.55% less ownership
Funds ownership: 72.31% [Q2] → 67.76% (-4.55%) [Q3]
27% less call options, than puts
Call options by funds: $16B | Put options by funds: $21.8B
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
8%
downside
Avg. target
$175
46%
upside
High target
$250
108%
upside
17 analyst ratings
13 positive
76%
3 neutral
18%
1 negative
6%
Keybanc John Vinh 38% 1-year accuracy 20 / 53 met price target | 25%upside $150 | Overweight Maintained | 14 Jan 2025 |
Loop Capital Gary Mobley 36% 1-year accuracy 8 / 22 met price target | 46%upside $175 | Buy Initiated | 14 Jan 2025 |
Wells Fargo Aaron Rakers 62% 1-year accuracy 21 / 34 met price target | 38%upside $165 | Overweight Maintained | 13 Jan 2025 |
Mizuho Vijay Rakesh 37% 1-year accuracy 28 / 76 met price target | 33%upside $160 | Outperform Maintained | 10 Jan 2025 |
Goldman Sachs Toshiya Hari 52% 1-year accuracy 59 / 113 met price target | 8%upside $129 | Neutral Downgraded | 10 Jan 2025 |
Financial journalist opinion
Based on 154 articles about AMD published over the past 30 days
Positive
Seeking Alpha
4 hours ago
AMD Q4 Preview: Be Greedy When Others Are Fearful (Rating Upgrade)
AMD's Data Center segment, driven by AI demand, is forecasted to achieve robust revenue growth, contributing to a projected 35% stock CAGR over the next three years. With a 35% margin of safety, an FY2027 price target of $280, and a discounted intrinsic value of $175, AMD's current $115 price represents a strong buying opportunity. Geopolitical tensions (e.g., Taiwan) and recession risks pose challenges, but AMD's AI positioning and my cash strategy offer resilience and support a bullish outlook.
Positive
Benzinga
20 hours ago
AMD Shares Hint At A Reversal As Charts Show Bullish Stick Sandwich Following A Double Downgrade From HSBC
Shares of chipmaker Advanced Micro Devices Inc. AMD are most likely poised for a reversal as its candlesticks show a rare pattern despite a double downgrade from HSBC on Jan. 8.
Neutral
GlobeNewsWire
1 day ago
AMD to Report Fiscal Fourth Quarter and Full Year 2024 Financial Results
SANTA CLARA, Calif., Jan. 14, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal fourth quarter and full year 2024 financial results on Tuesday, Feb. 4, 2025, after the close of market. Management will conduct a conference call to discuss these results at 5:00 p.m. EST / 2:00 p.m. PST. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com.
Positive
Schwab Network
1 day ago
AMD's New Bull, KBH Leads Homebuilder Rally, MA Downgrade & V Upgrade
KB Home (KBH) got a much needed rally after posting an earnings beat and better-than-expected outlook. In the credit card space, Seaport Research downgrades Mastercard (MA) but upgrades Visa (V).
Negative
The Motley Fool
1 day ago
Why Advanced Micro Devices Fell 18.1% in 2024
Shares of Advanced Micro Devices (AMD 1.10%) fell 18.1% in 2024, according to data from S&P Global Market Intelligence.
Positive
The Motley Fool
1 day ago
Got $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows.
A $5,000 investment can go a long way, especially if you're loading up on fairly cheap stocks that may possess a lot of upside in the long run. By investing $5,000, you can ensure that if you pick a great stock, your profits could be significant.
Positive
The Motley Fool
1 day ago
A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist and Hold for the Next 10 Years (Hint: It's Not Nvidia)
When it comes to semiconductor stocks, it seems like all anyone can talk about is Nvidia. With the launch of the company's new Blackwell graphic processing unit (GPU) architecture underway, I'm not particularly surprised that Wall Street remains largely bullish on Nvidia.
Negative
The Motley Fool
1 day ago
1 Artificial Intelligence (AI) Stock With 115% Upside, and Another That Can Plummet 84% in 2025, According to Select Wall Street Analysts
The bulls have been in firm control on Wall Street since the bear market bottomed out in October 2022. Last year, the ageless Dow Jones Industrial Average, benchmark S&P 500, and growth-driven Nasdaq Composite all galloped to numerous record-closing highs.
Neutral
Seeking Alpha
2 days ago
AMD: Painful Start To Big 2025
Advanced Micro Devices, Inc. got hit with several major analyst downgrades, leading to the stock trading at new recent lows, providing a great opportunity. The chip company will report Q424 results in a few weeks with 2025 AI GPU guidance crucial with targets between $8 to $10 billion likely leading to a relief rally. The stock trades at just 23x '25 EPS targets of $5+, but the current consensus estimates appear base case targets with potential upside.
Neutral
Zacks Investment Research
2 days ago
Advanced Micro Devices (AMD) Rises Higher Than Market: Key Facts
The latest trading day saw Advanced Micro Devices (AMD) settling at $117.32, representing a +1.1% change from its previous close.
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