Overview
- The stock has surged about 131% year-to-date and roughly 308% over the past 12 months, trading around $493–$503 and valuing the company near $805 billion as of Wednesday.
- To reach a $1 trillion market cap AMD would need roughly 25% more upside, which translates to a share price near $613.50 from current levels.
- Q1 results reported on May 5 showed EPS of $1.37 versus a $1.29 estimate and revenue of $10.25 billion versus a $9.90 billion estimate, a key driver of recent momentum.
- Robert W. Baird’s Tristan Gerra carries the street-high $625 target based on rising agentic AI demand, while the broader analyst consensus centers nearer to $410–$466.
- Institutions own about 71.34% of shares after big increases by Jennison, Wellington and Vanguard, insiders executed Rule 10b5-1 sales totaling roughly $114 million, and customers such as OneQode have announced deployments of AMD Instinct GPUs and the Helios rack solution.