NASDAQ:AMD

Advanced Micro Devices (AMD)

468.13
-22.20 (4.53%)
as of Jun 9, 2026, 7:09:34 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Advanced Micro Devices (AMD) has experienced significant growth and positive analyst sentiment, particularly driven by a strong performance in the CPU market and increasing demand for AI-related technologies. Recent earnings have consistently outperformed estimates, bolstering investor confidence. Social media activity surrounding AMD has surged, indicating heightened interest. Despite facing competition from Nvidia, AMD's efforts to capture market share in both CPUs and GPUs demonstrate its potential for continued growth. Analysts are generally optimistic, with a mix of buy and hold ratings reflecting the stock's perceived robustness in the semiconductor sector.

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Consensus
Bullish
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Valuation
Overvalued
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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 35.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMD has achieved our $103 objective. To remain disciplined, we recommend covering 50% of the position at this time and trailing up the stop (from $55) to $80.
BUY

They report Tuesday. Its brilliant CEO has surpassed Intel. He hopes the CEO announces an end date to the Xilinx deal.

BUY

Question about Intel He much prefers AMD where the Xilinx deal will close.

COMMENT

Today, they announced a $4 billion share buyback. He suspects the CEO is tired of watching AMD stock get dragged down by the weakness of arch-rival Intel, though AMD is eating their lunch.

WEAK BUY

The semiconductor industry is incredibly volatile, too much for the return, so he stays out of it. AMD-Q has been doing very well and tied or overtaken INTC-Q.

BUY

AMD has the weakest balance sheet among the semis, but is entering a deal with Xilinx to diversify away from PCs against a resurgent Intel. Xilinx, also, sells chips to different markets--cars, aerospace, healthcare. This deal makes sense.

BUY

Has done a tremendous job of reinvigorating their R&D. Their chip designs are great and they are taking market share from Intel in many areas, including server chips. AMD can continue to make progress there. It is expensive, but could still buy here for a longer term hold. Better than Intel.

BUY

It reports Tuesday. A powerhouse in the data centres, taking share from Intel. AMD may be in better shape than people think. It was a top performer in the S&P today. He expects a good quarter.

DON'T BUY

AMD vs. INTC vs. NVDA Taking market share from Intel. Earnings growth is superior to Intel. Intel is in the midst of restructuring. Ongoing chip shortage, but this is a cyclical industry. Of the three, Nvidia has the most attractive long-term growth platform, but its valuation is very high. She's going to keep watching NVDA for an attractive entry point.

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

TOP PICK

Stockchase Research Editor: Michael O'Reilly AMD is the world's second largest manufacturer of CPUs, after Intel. Recent reported earnings showed impressive growth in all key segments of computers, gaming and servers. EPS is expected to grow another 28% this year and continue those rates over the five. We would buy this will a stop-loss at $55, looking to achieve $103 -- upside potential of 33%. Yield 0% (Analysts’ price target is $102.86)

BUY
You can start picking away at the hammered tech stocks. Last week may have seen the final crescendo of selling AMD, after falling from January's high. A terrific chipmaker. He's long owned this. The stock roared back today as it announced a new line of ultra-fast processors.
BUY

Got caught up in the most recent tech pullback. Likes the semi sector, but it's a different investment story today than a year ago. Now many sectors are doing well. A great company. He'd buy it here, but also look at other sectors. Take a look at TSM, the granddaddy of them all.

TOP PICK

One of his favourite semi companies. Continues taking market share from Intel. Massive revenue growth expectations. Xilinx acquisition adds a lot. No dividend. (Analysts’ price target is $101.03)

BUY
It went from $94 to $74 and he bought today. Yes, a chip shortage and a new, good CEO at Intel are on his mind, but you must buy now.
COMMENT

If they hadn't bought Xilinx, this would be at $100. Be patient. The CEO has a good plan and they enjoy strong demand.

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