AMD's strength in AI and data centers fuel optimism, while concerns about competition persist.

Recent discussions on X highlight AMD’s strength in AI and data centers, gaining market share with EPYC processors and MI accelerators. Collaborations with tech giants fuel optimism for 2025 growth. Some express concerns on competition and stock sustainability post-price surge. The mix of optimism and caution keeps investors vigilant.

Congressional stock trading reveals 18 transactions on AMD in 6 months, with 13 buys and 5 sells among members. Notable trades by representatives like Greene and Shreve are tracked. Quiver Quantitative’s dashboard monitors congressional stock trading for transparency and accountability.

Insiders at AMD have made 11 trades in 6 months, with 2 purchases and 9 sales. Notable transactions by execs like Papermaster and Guido are detailed. Quiver Quantitative’s insider trading dashboard provides insights into insider transactions for informed decision-making.

Hedge fund activity on AMD shows 1,134 institutional investors adding shares and 1,191 decreasing positions in the last quarter. Major moves by firms like Fisher Asset Management and Jennison Associates are highlighted. Quiver Quantitative’s institutional holdings dashboard tracks hedge funds’ stock portfolios for market insights.

Analyst ratings for AMD feature 10 buy and 2 sell recommendations from Wall Street firms. Recent reports from Bernstein, Piper Sandler, and Roth Capital are noted. Quiver Quantitative’s forecast page tracks analyst ratings and price targets for AMD for informed investing decisions.

Multiple analysts have issued price targets for AMD, with a median target of $145.5. Notable targets by analysts like Suji Desilva and Mark Lipacis are highlighted. Quiver Quantitative’s forecast page provides insights into price targets for AMD, aiding investors in making informed decisions.

Read more at Nasdaq: Advanced Micro Devices (AMD) Opinions on AI and Data Center Growth