Shares of Advanced Micro Devices (NASDAQ:AMD) traded higher on Monday, opening at $146.42, as institutional demand, favorable earnings, and analyst upgrades continue to fuel momentum in the red-hot semiconductor sector.
AMD stock: Up 1.6% and gaining traction
AMD stock has climbed 1.6% today, following a string of positive headlines that highlight the company’s accelerating growth in AI chip markets and renewed investor confidence. The stock has gained over 30% in the past 30 days, outperforming key semiconductor peers.
Key stock metrics as of July 14, 2025:
- Price: $146.42
- Market Cap: $237.41 billion
- P/E Ratio: 107.66
- 52-week range: $76.48 – $185.50
- Beta: 2.05 (high volatility)
- Dividend: None
- Buyback authorization: $6 billion
Analyst upgrades support bullish trend
Several research firms have reaffirmed or raised their price targets for AMD:
- Roth Capital: $150 (Buy)
- Wedbush: $120 → $125 (Outperform)
- HSBC Global: Hold → Strong Buy
- TD Cowen: $110 → $115 (Buy)
- Morgan Stanley: $137 → $121 (Equal Weight)
The average consensus price target now sits at $147, according to MarketBeat, with 23 analysts rating AMD a Buy and 5 issuing a Strong Buy.
Institutional investors pour into AMD
Recent SEC filings reveal continued accumulation from institutional players:
- Hohimer Wealth Management: +144.7% stake increase
- SBI Securities: 89,505 shares valued at $9.2M
- Toronto Dominion Bank: 443% position boost
- Vanguard Group: Owns over 150 million shares
Analysts see this as a sign that big money believes in AMD’s long-term upside, especially as demand for AI, gaming, and data center chips accelerates into 2026.
Earnings beat boosts confidence
In its Q1 2025 earnings, AMD posted:
- EPS: $0.96 (vs. $0.93 expected)
- Revenue: $7.44B (vs. $7.10B expected)
- YOY revenue growth: +35.9%
This was the company’s fourth straight quarter of double-digit revenue growth, driven by strong sales in the Data Center and AI GPU segments. AMD also authorized a $6 billion stock buyback, indicating internal confidence in the share price.
Strategic outlook and investor sentiment
Analysts cite three primary catalysts driving AMD’s stock momentum:
- AI chip leadership – AMD is emerging as the top alternative to NVIDIA in AI hardware.
- Strong balance sheet – Minimal debt (0.06 D/E ratio) gives it flexibility for R&D and acquisitions.
- Buyback program – Supports share price during broader tech volatility.
Despite short-term market swings and a high valuation, AMD remains a core pick for long-term growth portfolios, according to analysts from Bernstein and Bank of America.
Key takeaways
- AMD stock opened at $146.42 today, up 1.6%
- Strong institutional buying and bullish analyst outlooks fuel the rally
- Q1 2025 earnings beat expectations with 35.9% revenue growth
- Stock buyback of $6B approved by AMD’s board
- Analysts set average price target at $147 with a Moderate Buy consensus
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