Market Cap
$991.8B
AMD
ADVANCED MICRO DEVICES INC
$615.73 ▲ +0.65%
Prev close $611.76Market cap$991.8B
ConsensusStrong Buy
12-mo target$619.51 (+0.6%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional ExitsCongressional Activity (4) Artificial IntelligenceSemiconductors
Snapshot
The big-picture read on AMD right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$575.1B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $69.4M sell
Insider Net $
-$69.4M
Social Sentiment
62° Warm
SEC Reports
20
Press Releases
2
Congressional
15 trades
Price chart 30d +34.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: AMD — 55.9% short (4.5M / 8.0M)
Short: 4,494,742 | Exempt: 9,428 | TRF Vol: 8,039,212 | Short Ratio: 55.9% | Off-exchange volume (da
Sep 15, 2026 Insider
Norrod Forrest Eugene sold 757 shares
EVP & GM DSG @ $498.30 ($377.2K)
Sep 15, 2026 Insider
Norrod Forrest Eugene acquired via exercise 7,261 shares
EVP & GM DSG @ $84.85 ($616.1K)
Sep 15, 2026 Insider
Aug 21, 2026 SEC Norrod Forrest Eugene sold 1,017 shares
EVP & GM DSG @ $500.67 ($509.2K)
BMO Capital initiates AMD at Outperform — PT $550 (+17%)
ANALYST-UPGRADE — Impact 2/10
Aug 18, 2026 Congress
Jul 23, 2026 Press Gilbert Cisneros sell
$1,001 - $15,000 — House
AMD announced a technical partnership with Cerebras Systems to combine AMD Helios rackscale solutions with the Cerebras
Impact 4/10
Jul 20, 2026 Event
Meloxicam
WARNING: RISK OF SERIOUS CARDIOVASCULAR AND GASTROINTESTINAL EVENTS Cardiovascular Thrombotic Events
Analyst ratings buy % +10.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 59 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | StoneX | REITERATE | Buy | — |
| Sep 29, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 25, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Aug 25, 2026 | Raymond James | UPGRADE | Strong Buy | 54% |
| Aug 21, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 6, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 5, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 17 | 32 | 10 | 0 | 0 | 83% | |
| Aug 1, 2026 | 16 | 32 | 10 | 0 | 0 | 83% | |
| Jul 1, 2026 | 15 | 33 | 9 | 0 | 0 | 84% | |
| Jun 1, 2026 | 14 | 32 | 11 | 0 | 0 | 81% | |
| May 1, 2026 | 15 | 30 | 13 | 0 | 1 | 76% | |
| Apr 1, 2026 | 15 | 30 | 13 | 0 | 1 | 76% | |
| Mar 1, 2026 | 15 | 32 | 13 | 0 | 1 | 77% | |
| Feb 1, 2026 | 15 | 31 | 13 | 0 | 1 | 77% |
Price targets
Where 50 covering analysts think AMD trades over the next 12 months.
$619.51 +0.6% upside Hold
Current$615.73 Low$365.00 Median$616.00 High$1,250.00 50 analysts
$365.00$1,250.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood -12.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
62°
Warm
BearishNeutralBullish
Recent posts
Forgotten AMD Holdings
▲ 1 · 💬 0· ⚡ 0.5
Am I being a bad person by investing in the stock market?
▲ 1 · 💬 8· ⚡ 0.5
Not financial advice; I'm looking for financial and outside opinons. DELL, INTC, and AMD have had incredible 9-12 month runs. If an investor either didn't have the funds until now or just got left behind over the last year, I'm curious on what you'd chose to do if faced with this choice today?
▲ 1 · 💬 1· ⚡ 0.5
I think AMD just became a LEGIT long term BUY
▲ 1 · 💬 9· ⚡ 0.5
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
▲ 1 · 💬 3· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 6 bullish, 4 bearish, 2 mixed, 8 neutral · avg impact 4.1/10.Plus 2 press releases.
BULLISHANALYST-UPGRADE7/10
Goldman Sachs double upgrades stock to Buy — PT $450 (+27%), a massive 88% increase from prior target
May 6, 2026
MIXEDANALYST-UPGRADE2/10
BMO Capital initiates AMD at Outperform — PT $550 (+17%)
Aug 21, 2026
BULLISHANALYST-UPGRADE4/10
Citigroup upgrades AMD to Buy — PT $575 (+17.7%)
Jun 12, 2026
BULLISHANALYST-DOWNGRADE7/10
Daiwa Capital downgrades stock to Outperform from Buy, but doubles PT to $500 (+12%) — a bullish signal masked as a downgrade
May 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: AMD — 55.9% short (4.5M / 8.0M)
Short: 4,494,742 | Exempt: 9,428 | TRF Vol: 8,039,212 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
options_unusual
Unusual Call: AMD $1150 2029-01-19 — $16.5M premium
Vol: 1,500 vs OI: 16 (93.8x). Price: $111.45, IV: 57%, Delta: 0.44. Direction: OPENING
Sep 30, 2026
options_unusual
Unusual Call: AMD $1120 2028-12-15 — $16.6M premium
Vol: 1,500 vs OI: 4,144 (0.4x). Price: $111.55, IV: 58%, Delta: 0.44. Direction: UNKNOWN
Sep 30, 2026
short_volume
Short Volume: AMD — 59.1% short (4.2M / 7.1M)
Short: 4,214,837 | Exempt: 6,631 | TRF Vol: 7,126,340 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
options_unusual
Unusual Call: AMD $620 2026-09-30 — $9.7M premium
Vol: 9,835 vs OI: 1,767 (5.6x). Price: $9.75, IV: 57%, Delta: 0.56. Direction: OPENING
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.93 | $1.72–$2.03 | 60.8% | +0.2% | 25↑ 3↓ | $13.1B | 39 |
| Next Q | $2.65 | $1.93–$3.22 | 73.1% | -0.1% | 23↑ 10↓ | $16.1B | 39 |
| Current FY | $7.58 | $7.00–$8.20 | 81.7% | +0.1% | 28↑ 9↓ | $50.9B | 49 |
| Next FY | $15.58 | $9.60–$20.25 | 105.7% | +1.7% | 33↑ 3↓ | $88.2B | 50 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.929 | — |
| 7d ago | $1.926 | +0.004 |
| 30d ago | $1.925 | +0.004 |
| 60d ago | $1.856 | +0.074 |
| 90d ago | $1.810 | +0.119 |
Institutional ownership
Which big funds own AMD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $575.1B total value (964,443,010 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 150,301,510 | $87.3B | 15.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 106,500,177 | $61.9B | 10.8% | — |
| STATE STREET CORP | 74,361,687 | $43.2B | 7.5% | — |
| Invesco Ltd. | 53,171,203 | $30.9B | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 39,568,601 | $22.9B | 4.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 37,929,920 | $22.0B | 3.8% | — |
| JPMORGAN CHASE & CO | 40,309,233 | $21.7B | 3.8% | ADD +66.2% |
| JANE STREET GROUP, LLC | 34,157,600 | $19.8B | 3.5% | DOUBLED +354.7% |
| FMR LLC | 25,558,552 | $14.8B | 2.6% | ADD +67.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,308,000 | $14.7B | 2.6% | TRIM -54.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 24,248,547 | 40,309,233 | +66.2% | $21.7B |
| FMR LLC | ADD | 15,288,771 | 25,558,552 | +67.2% | $14.8B |
| NORGES BANK | NEW | — | 23,361,170 | — | $13.6B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 6,968,977 | 9,334,396 | +33.9% | $5.4B |
| BARCLAYS PLC | TRIM | 11,465,537 | 8,297,385 | -27.6% | $4.8B |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 4,285,782 | 5,861,293 | +36.8% | $3.4B |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 3,438,286 | 4,405,819 | +28.1% | $2.6B |
| Swedbank AB | ADD | 3,346,527 | 4,243,802 | +26.8% | $2.5B |
| Clear Street Group Inc. | TRIM | 5,501,140 | 3,462,632 | -37.1% | $2.0B |
| NORDEA INVESTMENT MANAGEMENT AB | TRIM | 4,302,573 | 3,200,884 | -25.6% | $1.8B |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
3 insiders, 50 transactions. Net -$69.4M — $0.00 bought, $69.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 757 | $498.30 | $377.2K |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | EXERCISE | 7,261 | $84.85 | $616.1K |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 1,017 | $500.67 | $509.2K |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 4,604 | $504.00 | $2.3M |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 5,878 | $502.45 | $3.0M |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 726 | $505.90 | $367.3K |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 100 | $498.98 | $49.9K |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 1,655 | $501.70 | $830.3K |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 2,225 | $505.12 | $1.1M |
| Sep 15, 2026 | Norrod Forrest Eugene | EVP & GM DSG | SELL | 299 | $506.88 | $151.6K |
Congressional trades
AMD trades disclosed by members of Congress, with disclosure delay.
8 members · 10 buys / 5 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Advanced Micro Devices Inc | Sep 11, 2026(25d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Advanced Micro Devices Inc | Sep 7, 2026(53d) |
| Jul 14, 2026 | Rick Allen | R | HOUSE | BUY | $1,001 - $15,000 | Advanced Micro Devices Inc | Aug 19, 2026(37d) |
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | Advanced Micro Devices Inc | Jul 20, 2026(11d) |
| Jun 9, 2026 | Tony Wied | R | HOUSE | SELL | $100,001 - $250,000 | Advanced Micro Devices Inc | Aug 10, 2026(63d) |
| Jun 5, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Advanced Micro Devices Inc | Jul 3, 2026(29d) |
| May 5, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Advanced Micro Devices Inc | Jun 4, 2026(31d) |
| Apr 27, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Advanced Micro Devices Inc | May 20, 2026(24d) |
| Apr 23, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Advanced Micro Devices Inc | May 20, 2026(28d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $15,001 - $50,000 | Advanced Micro Devices Inc | May 11, 2026(28d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AMD.
Shares short
39,975,696
Settlement Sep 15, 2026
Change vs prior
-4.2%
Semi-monthly cycle
Days to cover
2.1
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All AMD filing & press-release reports (32)
- Goldman Sachs double upgrades stock to Buy — PT $450 (+27%), a massive 88% increase from prior targetMay 6, 2026
- BMO Capital initiates AMD at Outperform — PT $550 (+17%)Aug 21, 2026
- Citigroup upgrades AMD to Buy — PT $575 (+17.7%)Jun 12, 2026
- Daiwa Capital downgrades stock to Outperform from Buy, but doubles PT to $500 (+12%) — a bullish signal masked as a downgradeMay 13, 2026
- Bernstein double upgrades stock to Outperform — PT $525 (+48%)May 6, 2026
- Seaport Global double upgrades this stock to Buy — PT $430 (+21%)May 6, 2026
- DA Davidson double upgrades to Buy with $375 PT — 22.7% upside, highest target in consensusApr 24, 2026
- Northland Capital Markets downgrades stock to Market Perform — PT $260 (-25%)Apr 27, 2026
- HSBC double downgrades [Ticker] to Hold from Buy — PT $340, stock at $360.54 implies 5.7% downsideMay 4, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 18, 2026
- 8-K reportAug 17, 2026
- 424B5 reportAug 14, 2026
- S-3ASR reportAug 13, 2026
- PRESS-RELEASE reportAug 4, 2026
- INST-CLUSTER reportAug 3, 2026
- PRESS-RELEASE reportJul 23, 2026
- PRESS-RELEASE reportJun 8, 2026
- CLUSTER reportMay 15, 2026
- 8-K reportMay 15, 2026
- PRESS-RELEASE reportApr 8, 2026
- DEFA14A reportMar 27, 2026
- CLUSTER reportMar 18, 2026
- CLUSTER reportMar 16, 2026
- CLUSTER reportMar 13, 2026
- INST-CLUSTER reportFeb 28, 2026