Fluent Financial LLC Takes Position in Advanced Micro Devices, Inc. $AMD

Fluent Financial LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 36,137 shares of the semiconductor manufacturer’s stock, valued at approximately $5,847,000. Advanced Micro Devices comprises about 2.3% of Fluent Financial LLC’s holdings, making the stock its 10th largest holding.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased its position in Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares during the period. Capital Analysts LLC lifted its stake in Advanced Micro Devices by 13.0% in the first quarter. Capital Analysts LLC now owns 1,906 shares of the semiconductor manufacturer’s stock valued at $196,000 after buying an additional 220 shares during the last quarter. Flow Traders U.S. LLC acquired a new position in shares of Advanced Micro Devices during the first quarter valued at $512,000. Finally, CW Advisors LLC boosted its holdings in shares of Advanced Micro Devices by 3.7% during the first quarter. CW Advisors LLC now owns 20,349 shares of the semiconductor manufacturer’s stock valued at $2,114,000 after acquiring an additional 725 shares during the period. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Up 6.2%

Advanced Micro Devices stock opened at $213.43 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The stock has a market capitalization of $347.47 billion, a PE ratio of 105.66, a price-to-earnings-growth ratio of 1.58 and a beta of 1.93. The firm has a 50 day simple moving average of $229.73 and a 200-day simple moving average of $182.79.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping the consensus estimate of $1.17 by $0.03. The firm had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.92 earnings per share. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Trending Headlines about Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: Meeting in Beijing signals improved China relations and growth opportunities — China’s commerce minister met AMD CEO Lisa Su and AMD committed to deeper investments in China, which reduces geopolitical execution risk and supports demand in a key market. China commerce minister meets with AMD CEO
• Positive Sentiment: Wall Street sees more upside from AI product expansion — several broker notes and research pieces (Piper Sandler reiteration, TipRanks roundup) highlight AMD’s AI catalysts and estimate significant upside, reinforcing buy-side conviction. Piper Sandler reiterates Overweight TipRanks sees ~40% upside
• Positive Sentiment: Product roadmap and MI450 expectations are driving long‑term optimism — coverage highlighting AMD’s upcoming MI450 rack‑scale AI GPUs suggests a path to meaningful share gains versus peers once ramped. MarketBeat: MI450 and positioning
• Positive Sentiment: Sector strength helped the move — stronger results from peers (Micron) lifted chip stocks broadly, which often benefits AMD on rising demand expectations for AI servers and components. AMD rallies with sector after Micron
• Neutral Sentiment: Coverage recap: media pieces explain the intraday move — outlets are synthesizing the Beijing meeting, analyst notes and sector flows as the proximate cause of today’s uptick. Yahoo: Why AMD is jumping today
• Neutral Sentiment: Minor target change but rating intact — Truist trimmed its target slightly (from $279 to $277) but kept a buy stance, indicating analysts remain constructive even when adjusting near‑term assumptions. Truist target trimmed to $277
• Negative Sentiment: Heavy insider selling is a notable caution — filings/data show numerous insider sales (including senior executives) in recent months, which can concern some investors about timing of stock sales and temper enthusiasm. QuiverQuant: insider selling and VOO contribution
• Negative Sentiment: Recent pullback and volatility remain risks — some research houses and forecasts note a recent month‑over‑month drawdown and heightened volatility after a strong YTD run; investors should weigh valuation and execution risk into 2026 expectations. 24/7 Wall St.: price prediction & recent pullback

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ava Hahn sold 2,868 shares of the business’s stock in a transaction dated Monday, October 6th. The stock was sold at an average price of $226.01, for a total transaction of $648,196.68. Following the completion of the sale, the senior vice president owned 9,033 shares in the company, valued at approximately $2,041,548.33. This trade represents a 24.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 183,476 shares of company stock worth $40,249,093 over the last 90 days. 0.06% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on AMD. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Stifel Nicolaus upped their target price on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Benchmark lifted their price target on Advanced Micro Devices from $270.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Truist Financial reduced their price objective on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a research report on Friday. Finally, JPMorgan Chase & Co. increased their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.