On December 28, 2025, analyst sentiment toward Advanced Micro Devices (AMD) turned increasingly positive. The shift focuses on the potential for AMD to resume sales of its advanced AI chips to China.
This potential resumption follows expected changes in U.S. export-control policies. Analysts believe these policy adjustments will reopen a significant market for AMD, viewing the renewed China demand as a key near-term catalyst. This development could materially increase 2026 revenues.
Reflecting this optimism, several analysts reiterated positive views on the stock. Raymond James, for example, maintained an Outperform rating, specifically citing the upside from China. Overall, forty-two covering analysts give AMD a consensus "Moderate Buy" rating.
The positive outlook persists despite recent insider stock sales. These transactions include a notable sale executed by CEO Lisa T. Su earlier in December.