Seaport Res Ptn Has Pessimistic View of AMD Q3 Earnings

Advanced Micro Devices, Inc. (NASDAQ:AMD) – Equities research analysts at Seaport Res Ptn lowered their Q3 2025 earnings estimates for shares of Advanced Micro Devices in a research report issued to clients and investors on Thursday, September 4th. Seaport Res Ptn analyst J. Goldberg now forecasts that the semiconductor manufacturer will earn $0.87 per share for the quarter, down from their previous forecast of $0.95. Seaport Res Ptn currently has a “Hold” rating on the stock. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $3.87 per share. Seaport Res Ptn also issued estimates for Advanced Micro Devices’ FY2025 earnings at $2.91 EPS, Q1 2026 earnings at $0.82 EPS, Q3 2026 earnings at $1.34 EPS, Q4 2026 earnings at $1.54 EPS and FY2026 earnings at $4.64 EPS.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, August 5th. The semiconductor manufacturer reported $0.48 EPS for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.06). The business had revenue of $7.69 billion during the quarter, compared to analyst estimates of $7.41 billion. Advanced Micro Devices had a net margin of 9.57% and a return on equity of 7.54%. The firm’s revenue was up 31.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.69 EPS. Advanced Micro Devices has set its Q3 2025 guidance at EPS.

A number of other analysts also recently commented on AMD. TD Cowen increased their price objective on shares of Advanced Micro Devices from $165.00 to $195.00 and gave the company a “buy” rating in a report on Wednesday, August 6th. Citigroup increased their price objective on shares of Advanced Micro Devices from $145.00 to $165.00 and gave the company a “neutral” rating in a report on Friday, July 18th. Evercore ISI increased their price target on shares of Advanced Micro Devices from $144.00 to $188.00 and gave the company an “outperform” rating in a research note on Wednesday, August 6th. Hsbc Global Res raised shares of Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 10th. Finally, Wells Fargo & Company increased their price target on shares of Advanced Micro Devices from $120.00 to $185.00 and gave the company an “overweight” rating in a research note on Wednesday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $180.88.

Advanced Micro Devices Stock Up 2.9%

AMD stock opened at $155.82 on Monday. The company has a market cap of $252.87 billion, a price-to-earnings ratio of 89.55, a PEG ratio of 1.80 and a beta of 1.92. The company has a current ratio of 2.49, a quick ratio of 1.81 and a debt-to-equity ratio of 0.05. Advanced Micro Devices has a 12 month low of $76.48 and a 12 month high of $186.65. The firm has a 50-day moving average of $161.95 and a two-hundred day moving average of $126.19.

Hedge Funds Weigh In On Advanced Micro Devices

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Cornerstone Advisory LLC grew its position in shares of Advanced Micro Devices by 1.4% in the second quarter. Cornerstone Advisory LLC now owns 4,271 shares of the semiconductor manufacturer’s stock valued at $606,000 after purchasing an additional 57 shares during the last quarter. King Wealth Management Group lifted its stake in shares of Advanced Micro Devices by 2.1% in the second quarter. King Wealth Management Group now owns 3,017 shares of the semiconductor manufacturer’s stock valued at $428,000 after buying an additional 62 shares during the period. Synergy Financial Group LTD lifted its stake in shares of Advanced Micro Devices by 2.0% in the second quarter. Synergy Financial Group LTD now owns 3,309 shares of the semiconductor manufacturer’s stock valued at $470,000 after buying an additional 64 shares during the period. Tortoise Investment Management LLC lifted its stake in shares of Advanced Micro Devices by 14.8% in the second quarter. Tortoise Investment Management LLC now owns 503 shares of the semiconductor manufacturer’s stock valued at $71,000 after buying an additional 65 shares during the period. Finally, Tritonpoint Wealth LLC lifted its stake in shares of Advanced Micro Devices by 2.6% in the second quarter. Tritonpoint Wealth LLC now owns 2,857 shares of the semiconductor manufacturer’s stock valued at $405,000 after buying an additional 72 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Buying and Selling

In related news, EVP Mark D. Papermaster sold 17,998 shares of the stock in a transaction that occurred on Tuesday, July 15th. The shares were sold at an average price of $155.03, for a total transaction of $2,790,229.94. Following the completion of the transaction, the executive vice president owned 1,713,710 shares of the company’s stock, valued at approximately $265,676,461.30. This trade represents a 1.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Paul Darren Grasby sold 10,000 shares of the stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $173.21, for a total transaction of $1,732,100.00. Following the transaction, the executive vice president directly owned 125,505 shares of the company’s stock, valued at $21,738,721.05. The trade was a 7.38% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 252,998 shares of company stock valued at $41,415,580. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices announced that its board has authorized a stock buyback plan on Wednesday, May 14th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the semiconductor manufacturer to reacquire up to 3.1% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board believes its shares are undervalued.

About Advanced Micro Devices

Advanced Micro Devices, Inc operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products.