Advanced Micro Devices (NASDAQ:AMD) Earns “Buy” Rating from Rosenblatt Securities

Advanced Micro Devices (NASDAQ:AMD)‘s stock had its “buy” rating reissued by research analysts at Rosenblatt Securities in a research report issued on Tuesday, Benzinga reports. They currently have a $700.00 price target on the semiconductor manufacturer’s stock. Rosenblatt Securities’ target price points to a potential upside of 15.21% from the stock’s previous close.

A number of other brokerages have also weighed in on AMD. Sanford C. Bernstein restated an “outperform” rating and set a $650.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. William Blair reaffirmed a “market perform” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $700.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Melius Research set a $660.00 target price on Advanced Micro Devices in a report on Friday, July 24th. Finally, The Goldman Sachs Group lifted their target price on Advanced Micro Devices from $450.00 to $640.00 and gave the stock a “buy” rating in a report on Monday, July 6th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $567.63.

Advanced Micro Devices Stock Down 0.0%

Shares of AMD stock traded down $0.30 during trading hours on Tuesday, reaching $607.57. 16,348,122 shares of the company’s stock were exchanged, compared to its average volume of 33,109,793. Advanced Micro Devices has a 1 year low of $159.33 and a 1 year high of $639.00. The stock has a market cap of $991.84 billion, a PE ratio of 156.19, a PEG ratio of 6.54 and a beta of 2.48. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The stock’s fifty day moving average price is $507.70 and its two-hundred day moving average price is $437.13.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The business had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. During the same quarter in the previous year, the firm earned $0.48 earnings per share. The company’s revenue was up 50.1% on a year-over-year basis. Research analysts predict that Advanced Micro Devices will post 6.43 EPS for the current year.

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa Su sold 70,000 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $506.80, for a total value of $35,476,000.00. Following the completion of the transaction, the chief executive officer directly owned 3,032,156 shares of the company’s stock, valued at approximately $1,536,696,660.80. The trade was a 2.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Grasby sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $514.91, for a total value of $7,723,650.00. Following the completion of the transaction, the executive vice president directly owned 117,687 shares of the company’s stock, valued at $60,598,213.17. The trade was a 11.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 213,838 shares of company stock valued at $105,533,836 in the last three months. 0.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. JNBA Financial Advisors raised its stake in shares of Advanced Micro Devices by 142.9% during the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock worth $30,000 after buying an additional 30 shares during the period. Bullseye Investment Management LLC acquired a new position in shares of Advanced Micro Devices during the 2nd quarter worth approximately $44,000. Luminist Capital LLC acquired a new position in shares of Advanced Micro Devices during the 2nd quarter worth approximately $46,000. BOK Financial Private Wealth Inc. acquired a new position in shares of Advanced Micro Devices during the 2nd quarter worth approximately $53,000. Finally, Toews Corp ADV acquired a new position in shares of Advanced Micro Devices during the 2nd quarter worth approximately $66,000. 71.34% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: AMD agreed to acquire World Labs for approximately $8.2 billion in an all-stock transaction. The AI startup develops spatial-intelligence and 3D “world models” for robotics, simulation and physical AI. Founder Fei-Fei Li will join AMD as executive vice president and chief scientist, strengthening the company’s research talent and its effort to compete with Nvidia beyond conventional GPUs. Reuters article
• Positive Sentiment: Wall Street largely viewed the acquisition favorably, arguing that World Labs could help AMD integrate hardware, software and AI systems for emerging agentic and physical-AI workloads. Rosenblatt reaffirmed a Buy rating with a $700 price target, while other commentary highlighted AMD’s rising CPU demand as AI inference expands. Invezz article
• Neutral Sentiment: The deal reinforces AMD’s broader AI growth narrative after a powerful rally that briefly pushed the company into the $1 trillion market-capitalization group. However, investors are now focused on whether World Labs’ technology can translate into commercially meaningful demand for AMD’s chips, networking products and software. MarketWatch article
• Negative Sentiment: Valuation is a significant risk. AMD trades near record levels and at a very high earnings multiple, leaving the shares vulnerable to profit-taking if AI spending slows or the acquisition fails to produce results. Because the purchase is all-stock, it also creates potential dilution for existing shareholders. Barron’s article
• Negative Sentiment: Broader semiconductor risks remain, including elevated Treasury yields, high oil prices, concerns about the pace of AI infrastructure spending and possible U.S. restrictions on chip exports to China. AMD’s substantial recent insider selling may also temper sentiment, although such sales can reflect compensation and diversification rather than a change in business outlook. Benzinga article

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.