TLDR
- Jim Cramer called AMD’s recent performance “extraordinary” and admitted he “kicked himself” for missing the stock’s rally while investing in Broadcom instead
- AMD stock is trading at $163.71, down 0.90% daily but up 35.5% year-to-date with a market cap of $265.7 billion
- The company reported strong Q2 2025 results with $7.7 billion in sales and $872 million net income, driving a 49% quarterly share price increase
- AMD continues gaining market share against Intel, capturing 23% of PC unit sales and 41% of server chip revenue
- Recent volatility has seen four consecutive trading session losses following the 52-week high, influenced by broader tech sector weakness
Advanced Micro Devices stock has caught the attention of CNBC’s Jim Cramer, who recently described the chipmaker’s performance as “extraordinary.” The Mad Money host expressed regret about missing AMD’s recent surge while the Charitable Trust focused on Broadcom investments.
AMD shares closed at $163.71 on Thursday, down 0.90% for the day. Despite the recent decline, the stock remains up 35.5% year-to-date. The company’s market capitalization now stands at $265.7 billion.
Cramer’s comments came in response to an Investing Club member asking about potentially re-entering AMD. He acknowledged that CEO Lisa Su has successfully competed with NVIDIA’s Jensen Huang in lower-end chip segments. “This AMD move is extraordinary, and that’s because Lisa Su has caught up with some of the lower-end chips of what Jensen Huang’s doing in NVIDIA,” Cramer stated.
The semiconductor giant reported impressive Q2 2025 financial results. Revenue climbed to $7.7 billion while net income jumped to $872 million. These strong quarterly numbers helped drive a 49% share price increase over the past quarter.
AMD’s market share gains against Intel continue across multiple segments. In the PC market, AMD devices represented 23% of unit sales and 27.8% of revenue during Q2. The company performed even better in server processors, capturing 27.3% by units and 41% by revenue.
Stock Volatility Hits Recent Highs
The stock reached a 52-week high of $186.65 but has since pulled back. Over the past four trading sessions, AMD shares have declined following the peak. The year-low stands at $76.48, showing the stock’s volatile journey throughout 2025.
On August 19, AMD experienced a sharper decline of 5.4%, closing at $166.55. This drop aligned with broader tech sector weakness as investors awaited Federal Reserve Chair Jerome Powell’s upcoming remarks. Market uncertainty has weighed on technology stocks recently.
Analyst sentiment remains positive despite the recent volatility. AMD ranks eighth among fabless semiconductor companies and holds an IBD Rating of 96 out of 99. The stock appears on the IBD Tech Leaders list, reflecting its technical strength.
The consensus analyst target price sits at $184.87, suggesting potential upside from current levels. This indicates professional analysts believe the stock has room to grow despite its recent gains.
Market Position Strengthens
AMD’s competitive position continues improving against industry leaders. The company has made particular progress in AI-related chip segments. Share buyback programs have also supported the stock price during the recent rally.
Revenue guidance from management has been optimistic, contributing to investor confidence. The company’s expanding product portfolio includes CPUs, GPUs, AI accelerators, and adaptive SoCs for various applications.
Options trading activity shows mixed sentiment with 390,000 contracts traded recently. Share prices have hovered near $175.64 during recent sessions, reflecting ongoing investor interest.
A minor setback occurred when the stock dipped 0.93% due to a source code issue. However, this technical problem appears to have had limited lasting impact on share performance.
Looking ahead, AMD’s Financial Analyst Day is scheduled for November 11, 2025. The company is expected to provide more details about its strategy and AI innovations during this event. Current trading data shows the stock remains actively traded on NASDAQ with continued institutional interest.
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