NASDAQ:AMD

Advanced Micro Devices (AMD)

483.36
-5.92 (1.21%)
as of Aug 7, 2026, 8:00:00 pm Market Open.
696 watching
0
Investor Insights
star iconAug 8, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Advanced Micro Devices (AMD) has shown remarkable growth and resilience in 2023, with shares increasing by 125% year-to-date. The company's CEO is widely praised for effectively reinventing AMD, highlighting strong operational management. Despite recent challenges, including disappointing forecasts and competition from Nvidia (NVDA), analysts remain optimistic about AMD's long-term prospects, particularly in the CPU market, which has seen unexpected growth. Forthcoming revenue targets indicate substantial upside potential, fueled by partnerships and demand for AI technologies. However, concerns about high valuations and competition persist, leading to discussions on appropriate investment strategies.

consensus icon
Consensus
Positive
valuation icon
Valuation
Overvalued
review icon
Similar
NVDA
BUY
Weekly calls are being bought at the 120 strike with the stock at $116.50; the market has bought 17,000.
BUY
Core holding. A chip designer chips. Money taken out of tech with the rotation. Great upside of 40-45%. Once people get clarity on interest rate hikes and geopolitical things settle down, stocks like AMD will be off to the races. (Analysts’ price target is $155.00)
BUY
Has been a good trading stock in the past year. He bought it Jan. 31 below $110. Yesterday, he added. He will use a stop at $116.75. AMD has further upside.
BUY
They report Tuesday. It's gotten way too cheap, down 27% YTD, this despite getting permission to buy Xilinx. AMD is prone to dive, but then rebounds even higher. Buy. The decline in AMD is wrong.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 25/21, Up 50.8%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with AMD has triggered its stop at $115. To remain disciplined, we recommend covering the position at this time. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 42%.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 25/21, Up 75.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMD is progressing well. We now recommend trailing up the stop (from $95) to $115. If triggered, this would all but guarantee a net investment gain of 42%, when combined with our previous recommendation to cover half.
BUY
AMD is struggling to close their ARM deal, but is otherwise a fine company. He would add or enter it now.
BUY
When AMD closes their Xilinx deal, you can raise estimates of AMD. He'd add to or enter AMD.
PARTIAL SELL
It's up 58% this year, so he took profits today. This gives him a chance to buy some back (at a lower price).
BUY
The Xilinx-AMD merger, which is supposed to close by year's end. Whoever owns Xilinx will make a lot of money. He recommends AMD over Xilinx, because he doesn't like arbitrage risk. Take some profits on Xilinx.
PAST TOP PICK
(A Top Pick Oct 30/20, Up 88%) Continues to like it. Expects it to keep moving higher, and will eventually overtake INTC in market cap. Meta has just announced they're using AMD over INTC. Great management team. Consistent innovation. Will keep winning market share, and there's a lot to win.
BUY
He loves this semiconductor stock. It will keep taking market share from Intel. Today they won a big contract with Facebook that'll use AMD's chips.
BUY
On Monday, it will unveil new technology and he expects AMD to rock the joint. He expects them to surpass Intel in market cap.
DON'T BUY
Sector is very interesting, given the chip shortages. Pass on this, as cyclical advantage has already happened. There are better opportunities in the space. More competition from China and India will reduce profitability. Take profits, and look at TSMC or Samsung.
Showing 151 to 165 of 297 entries