Advanced Micro Devices
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
154% more first-time investments, than exits
New positions opened: 407 | Existing positions closed: 160
44% more capital invested
Capital invested by funds: $103B [Q1] → $149B (+$45.9B) [Q2]
44% more funds holding in top 10
Funds holding in top 10: 63 [Q1] → 91 (+28) [Q2]
11% more repeat investments, than reductions
Existing positions increased: 971 | Existing positions reduced: 873
9% more funds holding
Funds holding: 2,286 [Q1] → 2,493 (+207) [Q2]
2.64% more ownership
Funds ownership: 62.05% [Q1] → 64.69% (+2.64%) [Q2]
15% less call options, than puts
Call options by funds: $19.2B | Put options by funds: $22.5B
Research analyst outlook
21 Wall Street Analysts provided 1 year price targets over the past 3 months
21 analyst ratings
HSBC
Frank Lee
|
$185
|
Buy
Maintained
|
9 Sep 2025 |
Truist Securities
William Stein
|
$213
|
Buy
Upgraded
|
26 Aug 2025 |
Mizuho
Vijay Rakesh
|
$205
|
Outperform
Maintained
|
14 Aug 2025 |
JP Morgan
Harlan Sur
|
$180
|
Neutral
Maintained
|
6 Aug 2025 |
Barclays
Tom O'Malley
|
$200
|
Overweight
Maintained
|
6 Aug 2025 |
Wedbush
Matt Bryson
|
$190
|
Outperform
Maintained
|
6 Aug 2025 |
Piper Sandler
Harsh Kumar
|
$190
|
Overweight
Maintained
|
6 Aug 2025 |
Cantor Fitzgerald
C.J. Muse
|
$200
|
Overweight
Reiterated
|
6 Aug 2025 |
Evercore ISI Group
Mark Lipacis
|
$188
|
Outperform
Maintained
|
6 Aug 2025 |
Benchmark
Cody Acree
|
$210
|
Buy
Maintained
|
6 Aug 2025 |
Morgan Stanley
Joseph Moore
|
$168
|
Equal-Weight
Maintained
|
6 Aug 2025 |
Stifel
Ruben Roy
|
$190
|
Buy
Maintained
|
6 Aug 2025 |
Raymond James
Srini Pajjuri
|
$200
|
Outperform
Maintained
|
6 Aug 2025 |
Susquehanna
Christopher Rolland
|
$210
|
Positive
Maintained
|
30 Jul 2025 |
B of A Securities
Vivek Arya
|
$200
|
Buy
Maintained
|
29 Jul 2025 |
UBS
Timothy Arcuri
|
$210
|
Buy
Maintained
|
28 Jul 2025 |
Bernstein
Stacy Rasgon
|
$140
|
Market Perform
Maintained
|
21 Jul 2025 |
Citigroup
Christopher Danely
|
$165
|
Neutral
Maintained
|
18 Jul 2025 |
Wells Fargo
Aaron Rakers
|
$185
|
Overweight
Maintained
|
16 Jul 2025 |
Goldman Sachs
James Schneider
|
$140
|
Neutral
Initiated
|
10 Jul 2025 |
Melius Research
Ben Reitzes
|
$175
|
Buy
Upgraded
|
24 Jun 2025 |
Financial journalist opinion
Based on 139 articles about AMD published over the past 30 days