NASDAQ:AMD

Advanced Micro Devices (AMD)

486.75
-3.58 (0.73%)
as of Jun 9, 2026, 2:30:02 pm Market Open.
694 watching
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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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PE multiple is north of 1000. This means that if it maintained its earnings and revenue just where it is, it would take 1000 years to break even. Great example of how market's gotten ahead of itself. He'd buy NVDA or INTC instead, they have longer runways.

(Analysts’ price target is $135.00)
COMMENT

He was indecisive and missed this. Regrets it. Too late. He's not sure what to do.

PARTIAL BUY

Recent all time high in stock not a bad thing. Momentum good take this stock higher. Over-supply of chips in market a negative. Would recommend a small position. Seasonality a factor - weak time of the year for chip business'.

HOLD
Sell it in case a government in China gets voted in and invades Taiwan?

This election is something to consider, but wouldn't sell it. AMD has had a great run, up 7% in the past month, but will now cool its heels. A great CEO and company.

DON'T BUY

AI hype is probably real and will change the world, but can't tell how fast it will grow in the short term. Earnings are there, very strong. PE's always been high. Lots of competitors. He prefers software-type names.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

AI-driven tech

Nvidia and Microsoft are the obvious names in AI and both should be in portfolios, but AMD is a strong number-two behind Nvidia in the category of AI chips. AMD stock rose about half as far as the frontrunner in 2023, but in the last quarter AMD has been gaining momentum, up over 43.4% vs. NVDA's 14.8% and nearly 21% vs. 3.5% in December. Fundamentals and performance are sound. AMD beat its last four quarters. The company boasts that its new MI300X chip can outperform Nvidia's and targets $2 billion in sales in 2024.

BUY

A standout stock this earnings season with shares jumping 9.7% after its report. Will become the only true competitor to Nvidia in producing AI chips. Revenue outlook is strong.

BUY ON WEAKNESS

Down cycle in the cyclical nature of the business.
A.I. business segment growing.
Current share price too expensive to justify investment.
Would wait to buy on weakness.

BUY

Buy both AMD and INTC along with your NVDA shares. NVDA's pretty well sold out into Q3 of 2024, so there's lots of demand. NVDA's going to have competition from these two. Impressed by INTC's CEO and promises on the foundry side, which should translate into accelerator chips and advanced packaging. 

WAIT

There has been some cooling off in the tech sector and maybe more to come. However there is long term growth which comes from the semi-conductor sector. Since the sector is overheated wait for a better opportunity before buying.

COMMENT

It's had a good run. Its chart neckline is around $100 and is pulling back to that level. That's fine unless it falls below $100 and stays down there, at which point sell.

SELL

Revenue, net income, and gross profit fell in August results. Significant pullback. Management tried to positively spin the numbers. Earnings estimates are too high. Struggling fundamentally. Missed the AI boat.

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