Advanced Micro Devices Stock (AMD) Opinions on Recent Price Strength and Analyst Coverage

By: Quiver DiscussionTracker

Posted: 2 hours ago / April 7, 2026 2:06 p.m. UTC

Technical breakout gains traction: Social media discussions highlighted Advanced Micro Devices’ recent surge above its 21-week EMA and 50-day moving average, with traders noting a strong close and potential for a 10% upside to fill an earnings gap near $242. Many pointed to sustained volume and resistance tests as signs of building momentum in the chip sector.

Analyst upgrades fuel optimism: Chatter intensified around Wells Fargo’s addition of the stock to its Q2 tactical ideas list, complete with a $345 price target implying over 60% upside from recent levels around $210. Participants contrasted this with broader AI tailwinds, positioning AMD as a key beneficiary alongside peers in compute and memory.

Long-term AI bets dominate: Conversations extended to weekly falling wedge patterns targeting $255 and beyond, amid the expanding AI ecosystem repricing everything from optics to packaging. While some warned of near-term traps and downside risks to $149, the prevailing view emphasized transformative growth potential.

Note: This discussion summary was generated from an AI condensation of post data.

Advanced Micro Devices Insider Trading Activity

Advanced Micro Devices insiders have traded $AMD stock on the open market 73 times in the past 6 months. Of those trades, 0 have been purchases and 73 have been sales.

Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months:

• LISA T SU (Chair, President & CEO) has made 0 purchases and 29 sales selling 335,000 shares for an estimated $70,581,937.
• FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 8 sales selling 38,900 shares for an estimated $8,678,264.
• MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 16 sales selling 36,942 shares for an estimated $8,482,597.
• JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 16 sales selling 34,462 shares for an estimated $7,069,321.
• PAUL DARREN GRASBY (EVP & CSO) has made 0 purchases and 2 sales selling 17,500 shares for an estimated $3,724,225.
• AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 2,728 shares for an estimated $629,267.

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard.

Advanced Micro Devices Revenue

Advanced Micro Devices had revenues of $10.3B in Q4 2025. This is an increase of 34.11% from the same period in the prior year.

You can track AMD financials on Quiver Quantitative’s AMD stock page.

Advanced Micro Devices Congressional Stock Trading

Members of Congress have traded $AMD stock 9 times in the past 6 months. Of those trades, 5 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:

• REPRESENTATIVE THOMAS R. SUOZZI sold up to $15,000 on 02/18.
• REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $65,000 on 02/10, 11/18 and 1 sale worth up to $50,000 on 12/19.
• REPRESENTATIVE CLEO FIELDS purchased up to $100,000 on 02/03.
• REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
• REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.

Advanced Micro Devices Hedge Fund Activity

We have seen 1,509 institutional investors add shares of Advanced Micro Devices stock to their portfolio, and 1,232 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 56,775,938 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $12,159,134,882
• BLACKROCK, INC. added 11,138,322 shares (+8.2%) to their portfolio in Q4 2025, for an estimated $2,385,383,039
• JPMORGAN CHASE & CO added 7,346,717 shares (+54.2%) to their portfolio in Q4 2025, for an estimated $1,573,372,912
• JENNISON ASSOCIATES LLC added 7,035,991 shares (+181.6%) to their portfolio in Q4 2025, for an estimated $1,506,827,832
• D. E. SHAW & CO., INC. added 6,777,265 shares (+1916.6%) to their portfolio in Q4 2025, for an estimated $1,451,419,072
• FMR LLC added 5,546,021 shares (+63.3%) to their portfolio in Q4 2025, for an estimated $1,187,735,857
• MORGAN STANLEY removed 5,019,930 shares (-16.7%) from their portfolio in Q4 2025, for an estimated $1,075,068,208

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.

Advanced Micro Devices Analyst Ratings

Wall Street analysts have issued reports on $AMD in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Wells Fargo issued a “Overweight” rating on 01/30/2026
• Keybanc issued a “Overweight” rating on 01/13/2026
• Evercore ISI Group issued a “Outperform” rating on 11/12/2025
• Mizuho issued a “Outperform” rating on 11/12/2025
• Wedbush issued a “Outperform” rating on 11/10/2025
• CICC issued a “Outperform” rating on 11/07/2025
• UBS issued a “Buy” rating on 11/05/2025

To track analyst ratings and price targets for Advanced Micro Devices, check out Quiver Quantitative’s $AMD forecast page.

Advanced Micro Devices Price Targets

Multiple analysts have issued price targets for $AMD recently. We have seen 25 analysts offer price targets for $AMD in the last 6 months, with a median target of $290.0.

Here are some recent targets:

• Christopher Danely from Citigroup set a target price of $248.0 on 04/06/2026
• Srini Pajjuri from RBC Capital set a target price of $230.0 on 03/16/2026
• James Schneider from Goldman Sachs set a target price of $240.0 on 02/25/2026
• Mark Lipacis from Evercore ISI Group set a target price of $358.0 on 02/25/2026
• Vijay Rakesh from Mizuho set a target price of $280.0 on 02/25/2026
• Cody Acree from Benchmark set a target price of $325.0 on 02/25/2026
• Gil Luria from DA Davidson set a target price of $220.0 on 02/13/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.