Analysts Issue Forecasts for AMD Q1 Earnings

Advanced Micro Devices, Inc. (NASDAQ:AMD) – Stock analysts at Northland Capmk issued their Q1 2026 EPS estimates for shares of Advanced Micro Devices in a note issued to investors on Wednesday, February 5th. Northland Capmk analyst G. Richard expects that the semiconductor manufacturer will post earnings of $1.22 per share for the quarter. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $2.54 per share. Northland Capmk also issued estimates for Advanced Micro Devices’ Q2 2026 earnings at $1.36 EPS.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, February 4th. The semiconductor manufacturer reported $0.88 EPS for the quarter, missing analysts’ consensus estimates of $1.07 by ($0.19). Advanced Micro Devices had a return on equity of 6.62% and a net margin of 7.52%.

A number of other analysts have also issued reports on the stock. Piper Sandler dropped their price objective on shares of Advanced Micro Devices from $180.00 to $140.00 and set an “overweight” rating on the stock in a research note on Wednesday. Summit Insights raised shares of Advanced Micro Devices to a “hold” rating in a research note on Tuesday. Wolfe Research lowered shares of Advanced Micro Devices from an “outperform” rating to a “peer perform” rating in a report on Thursday, January 16th. Morgan Stanley lowered their target price on Advanced Micro Devices from $158.00 to $147.00 and set an “equal weight” rating for the company in a research note on Tuesday. Finally, Bank of America cut their price target on Advanced Micro Devices from $155.00 to $135.00 and set a “neutral” rating on the stock in a research note on Wednesday. Two research analysts have rated the stock with a sell rating, eight have given a hold rating, twenty have issued a buy rating and two have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $161.30.

Advanced Micro Devices Stock Performance

Shares of NASDAQ:AMD opened at $110.16 on Friday. The company has a market cap of $178.77 billion, a P/E ratio of 99.24, a PEG ratio of 1.03 and a beta of 1.65. Advanced Micro Devices has a one year low of $106.50 and a one year high of $227.30. The business’s 50-day simple moving average is $124.53 and its 200 day simple moving average is $140.39. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.78 and a current ratio of 2.50.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 76,496 shares of the company’s stock in a transaction dated Wednesday, December 4th. The shares were sold at an average price of $142.66, for a total value of $10,912,919.36. Following the completion of the transaction, the chief executive officer now owns 3,566,762 shares in the company, valued at approximately $508,834,266.92. This represents a 2.10 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.73% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Advanced Micro Devices

Several hedge funds and other institutional investors have recently made changes to their positions in the business. International Assets Investment Management LLC raised its holdings in Advanced Micro Devices by 17,137.3% during the third quarter. International Assets Investment Management LLC now owns 7,860,909 shares of the semiconductor manufacturer’s stock worth $1,289,818,000 after purchasing an additional 7,815,305 shares in the last quarter. Assenagon Asset Management S.A. increased its position in shares of Advanced Micro Devices by 42.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 8,420,766 shares of the semiconductor manufacturer’s stock valued at $1,381,679,000 after purchasing an additional 2,497,056 shares during the period. Van ECK Associates Corp raised its stake in shares of Advanced Micro Devices by 23.3% in the 4th quarter. Van ECK Associates Corp now owns 11,859,744 shares of the semiconductor manufacturer’s stock worth $1,432,538,000 after buying an additional 2,238,866 shares in the last quarter. State Street Corp lifted its holdings in shares of Advanced Micro Devices by 2.3% in the third quarter. State Street Corp now owns 70,170,271 shares of the semiconductor manufacturer’s stock valued at $11,513,538,000 after buying an additional 1,580,035 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Advanced Micro Devices by 8.7% during the third quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 19,472,211 shares of the semiconductor manufacturer’s stock valued at $3,195,000,000 after buying an additional 1,565,083 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Company Profile

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.