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: 28,000
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 27 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
9% more repeat investments, than reductions
Existing positions increased: 962 | Existing positions reduced: 884
3.23% less ownership
Funds ownership: 65.27% [Q4 2024] → 62.04% (-3.23%) [Q1 2025]
7% less funds holding
Funds holding: 2,440 [Q4 2024] → 2,269 (-171) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 70 [Q4 2024] → 63 (-7) [Q1 2025]
20% less capital invested
Capital invested by funds: $129B [Q4 2024] → $103B (-$25.3B) [Q1 2025]
26% less call options, than puts
Call options by funds: $12.8B | Put options by funds: $17.2B
36% less first-time investments, than exits
New positions opened: 204 | Existing positions closed: 320
Research analyst outlook
27 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$100
44%
downside
Avg. target
$157
13%
downside
High target
$210
17%
upside
27 analyst ratings
22 positive
81%
5 neutral
19%
0 negative
0%
Susquehanna Christopher Rolland | 17%upside $210 | Positive Maintained | 30 Jul 2025 |
Morgan Stanley Joseph Moore | 3%upside $185 | Equal-Weight Maintained | 30 Jul 2025 |
B of A Securities | 11%upside $200 | Buy Maintained | 29 Jul 2025 |
UBS Timothy Arcuri | 17%upside $210 | Buy Maintained | 28 Jul 2025 |
Bernstein Stacy Rasgon | 22%downside $140 | Market Perform Maintained | 21 Jul 2025 |
Financial journalist opinion
Based on 147 articles about AMD published over the past 30 days
Positive
Seeking Alpha
11 hours ago
AMD's Long-Term Edge Is Still Undervalued
AMD's recent price surge and higher valuation have reduced the margin of safety, warranting a more cautious buy rating. Key catalysts include the GPU price hike, growing competitiveness versus Nvidia, and continued market share gains from Intel. Resumed GPU exports to China and AMD's dominance in AI inference further support a constructive long-term outlook.
Positive
Seeking Alpha
15 hours ago
AMD: Being Second Best Is Plenty Good
Advanced Micro Devices, Inc.'s new MI350 GPUs match Nvidia's top offerings, marking a breakthrough in AI GPU competitiveness. Nvidia's first-mover advantage is real, but AMD is now positioned to capture meaningful AI GPU market share. The next 1-3 years look exceptionally strong for AMD as demand for AI hardware remains high and AMD gains recognition.
Neutral
Schwab Network
16 hours ago
QCOM "Discount" Compared to AMD & NVDA: Key Technicals & Options to Watch
Qualcomm (QCOM) trades a discount against peers like Nvidia (NVDA) and AMD Inc. (AMD) when it comes to valuation. However, Rick Ducat points out Wednesday's bearish engulfing candle, "not what you want to see" heading into the company's earnings.
Positive
Seeking Alpha
17 hours ago
AMD Just Flipped The Script On AI: A 70% Price Hike That Could Change Everything
AMD's rumored 70% price jump for its Instinct MI350 AI chips - from $15,000 to around $25,000 - is a real-time signal that AMD is evolving from being just a chip supplier to a full-scale AI compute platform player. The MI350 is getting close enough to Nvidia's performance that AMD can finally charge something closer to a premium. This chip isn't just a budget-friendly alternative anymore - it's being used in real-world, mission-critical AI workloads. Instead of chasing Nvidia (NVDA), AMD now looks like it's trying to lead on pricing and system-level execution. That's a major departure from its previous role as the cheaper alternative.
Positive
Seeking Alpha
18 hours ago
AMDL: A Leveraged Bet On An AMD Comeback
AMD's recent U.S. approval to resume MI308 chip shipments to China and a rumored 70% price hike for AI chips are major catalysts for AMD's growth. The AI boom and strong demand for AMD's AI accelerators make leveraged exposure via GraniteShares 2x Long AMD Daily ETF attractive. Leveraged ETFs like AMDL can magnify both gains and losses, with risks including volatility and potential performance decay over time.
Positive
Finbold
21 hours ago
Wall Street predicts Nvidia and AMD price for next 12 months
Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) have rallied in recent weeks following news that the U.S. is easing chip export restrictions to China.
Positive
The Motley Fool
21 hours ago
Should You Buy AMD Stock Before August 5?
AMD (AMD 0.75%) is steadily increasing sales in the data center segment, which is the most lucrative opportunity for investors.
Positive
The Motley Fool
22 hours ago
Should You Forget Intel and Buy These 2 Tech Stocks Instead?
Intel (INTC 0.07%) may be unrivaled in the tech sector in its underperformance in recent history. Over the last 10 years, the stock is down 26% even as many of its semiconductor peers and the "Magnificent Seven" have delivered monster returns.
Positive
Seeking Alpha
1 day ago
Investor Sentiment Shifting From Nvidia To AMD?
From a candlestick perspective, AMD's recent price action shows clear signs of steady accumulation. Buyers are in control. The recent breakout in the stock suggests that momentum is building, but it remains fundamentally discounted. Taking a look at what could be fueling this sentiment shift beneath the surface - factors like ROCm traction, steady GPU traction with products like the MI300 and MI325X, hyperscaler relationships, and AMD's multi-year roadmap.
Positive
Seeking Alpha
1 day ago
AMDY: Turn AMD's AI Boom Into Monthly Income
YieldMax AMD Option Income Strategy ETF offers an exceptionally high yield, appealing to investors bullish on AMD's AI growth potential. Recent positive catalysts for AMD include resumed China AI chip exports and a rumoured, significant price increase for its MI350 AI accelerator. AMDY's aggressive covered call strategy generates high income but may underperform AMD shares in strong bull markets; best for income-focused investors.
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