Equities Analysts Offer Predictions for AMD Q1 Earnings

Advanced Micro Devices, Inc. (NASDAQ:AMD) – Research analysts at Northland Capmk issued their Q1 2026 earnings per share estimates for shares of Advanced Micro Devices in a research report issued to clients and investors on Wednesday, February 5th. Northland Capmk analyst G. Richard expects that the semiconductor manufacturer will post earnings per share of $1.22 for the quarter. The consensus estimate for Advanced Micro Devices’ current full-year earnings is $2.54 per share. Northland Capmk also issued estimates for Advanced Micro Devices’ Q2 2026 earnings at $1.36 EPS.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, February 4th. The semiconductor manufacturer reported $0.88 EPS for the quarter, missing the consensus estimate of $1.07 by ($0.19). Advanced Micro Devices had a return on equity of 6.62% and a net margin of 7.52%.

Several other research analysts have also recently issued reports on AMD. StockNews.com cut shares of Advanced Micro Devices from a “hold” rating to a “sell” rating in a report on Tuesday, January 14th. Melius Research reissued a “hold” rating and set a $129.00 target price (down from $160.00) on shares of Advanced Micro Devices in a research note on Tuesday, January 28th. Susquehanna decreased their price target on Advanced Micro Devices from $165.00 to $150.00 and set a “positive” rating on the stock in a research note on Wednesday. TD Cowen dropped their price objective on Advanced Micro Devices from $185.00 to $150.00 and set a “buy” rating on the stock in a report on Monday, January 13th. Finally, Bank of America reduced their target price on Advanced Micro Devices from $155.00 to $135.00 and set a “neutral” rating for the company in a report on Wednesday. Two analysts have rated the stock with a sell rating, eight have assigned a hold rating, twenty have given a buy rating and two have issued a strong buy rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $161.30.

Advanced Micro Devices Stock Down 1.7 %

Shares of Advanced Micro Devices stock opened at $110.16 on Friday. The company has a market cap of $178.77 billion, a P/E ratio of 99.24, a PEG ratio of 1.03 and a beta of 1.65. The firm has a fifty day moving average of $124.53 and a two-hundred day moving average of $140.39. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.78 and a current ratio of 2.50. Advanced Micro Devices has a one year low of $106.50 and a one year high of $227.30.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 76,496 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, December 4th. The shares were sold at an average price of $142.66, for a total value of $10,912,919.36. Following the completion of the sale, the chief executive officer now directly owns 3,566,762 shares of the company’s stock, valued at approximately $508,834,266.92. The trade was a 2.10 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.73% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Charles Schwab Investment Management Inc. raised its stake in Advanced Micro Devices by 1.9% during the third quarter. Charles Schwab Investment Management Inc. now owns 9,656,965 shares of the semiconductor manufacturer’s stock worth $1,584,515,000 after purchasing an additional 177,700 shares during the period. Swiss National Bank increased its holdings in shares of Advanced Micro Devices by 0.3% during the 3rd quarter. Swiss National Bank now owns 4,797,575 shares of the semiconductor manufacturer’s stock worth $787,186,000 after buying an additional 12,500 shares during the last quarter. Shum Financial Group Inc. purchased a new position in shares of Advanced Micro Devices in the 3rd quarter worth $858,000. State Street Corp boosted its holdings in Advanced Micro Devices by 2.3% in the third quarter. State Street Corp now owns 70,170,271 shares of the semiconductor manufacturer’s stock valued at $11,513,538,000 after acquiring an additional 1,580,035 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in Advanced Micro Devices by 1.3% during the third quarter. Geode Capital Management LLC now owns 34,243,843 shares of the semiconductor manufacturer’s stock worth $5,597,337,000 after acquiring an additional 441,924 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products.