6,141 Shares in Advanced Micro Devices, Inc. $AMD Bought by Three Seasons Wealth LLC

Three Seasons Wealth LLC bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, HoldingsChannel reports. The fund bought 6,141 shares of the semiconductor manufacturer’s stock, valued at approximately $994,000.

A number of other institutional investors and hedge funds also recently modified their holdings of AMD. Pinney & Scofield Inc. raised its stake in Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares during the period. Dogwood Wealth Management LLC grew its holdings in shares of Advanced Micro Devices by 2,311.1% during the second quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 208 shares during the last quarter. Avion Wealth grew its holdings in shares of Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares during the last quarter. West Branch Capital LLC raised its position in shares of Advanced Micro Devices by 3,057.1% during the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after purchasing an additional 214 shares during the period. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Advanced Micro Devices in the 2nd quarter worth approximately $34,000. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Down 0.0%

AMD stock opened at $214.99 on Monday. The firm’s 50-day moving average is $228.40 and its two-hundred day moving average is $186.60. The company has a market capitalization of $350.01 billion, a price-to-earnings ratio of 106.43, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The business had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same period last year, the firm posted $0.92 earnings per share. The business’s revenue was up 35.6% on a year-over-year basis. On average, analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share 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: Top investor comments and bullish analyst notes say more upside is likely as AI demand and product cadence accelerate — a sentiment driver for momentum investors. More to come, says top investor about Advanced Micro Devices stock
• Positive Sentiment: Analysts/coverage reiterations highlight China demand as a key catalyst if export restrictions ease — this would reopen a large pre-2025 revenue market for AMD and is underpinning recent upgrades and bullish models. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Positive Sentiment: MarketBeat highlights AMD’s upcoming MI450 rack-scale AI GPU lineup as a potential game-changer versus NVIDIA’s incumbent rack-scale solutions — investors are pricing in multi-quarter revenue acceleration from that launch. Advanced Micro Devices on the Brink of a Seismic Shift (MarketBeat)
• Positive Sentiment: Several bullish deep-dive pieces (Seeking Alpha) argue AMD has technical and architectural advantages for AI inference and longer-term AI competitiveness — these narratives support higher multiple expansion among growth investors. AMD: The Physics Of Inference Favors The Underdog AMD: Two Masked Advantages For The Future AI Superiority AMD: I Was Wrong (Rating Upgrade)
• Positive Sentiment: Several outlets note that analysts’ consensus rating sits around “Moderate Buy” / “Outperform,” reflecting broad analyst confidence that near-term AI tailwinds and improved margins justify premium multiples. Advanced Micro Devices, Inc. Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Media/specialist pieces predict large upside in 2026 tied to U.S. policy changes that would allow sales of advanced AI chips to China — a high-impact but politically contingent catalyst that could materially boost revenue if realized. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Yahoo) Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Fool)
• Neutral Sentiment: Coverage questioning valuation given ~76% YTD gain: pieces encourage investors to weigh strong execution/AI upside against a high P/E and near-term cyclicality — important for risk/timing decisions but not a clear directional catalyst. Advanced Micro Devices (AMD) up more than 76% YTD, is it still a buy?
• Negative Sentiment: At least one shop (Wall Street Zen) moved to a “Hold” — a reminder some analysts see limited near-term upside or rising risk given valuation; downgrades can pressure the stock if they prompt portfolio rebalancing. Advanced Micro Devices (NASDAQ:AMD) Downgraded to “Hold” Rating by Wall Street Zen

Insider Transactions at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,868 shares of the business’s stock in a transaction on Monday, October 6th. The stock was sold at an average price of $226.01, for a total value of $648,196.68. Following the sale, the senior vice president owned 9,033 shares of the company’s stock, valued at approximately $2,041,548.33. The trade was a 24.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value 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. This represents a 3.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 181,226 shares of company stock valued at $39,877,820 in the last quarter. Company insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on AMD shares. Loop Capital set a $290.00 price objective on Advanced Micro Devices and gave the stock a “buy” rating in a research note on Wednesday, November 5th. TD Cowen upped their price target on shares of Advanced Micro Devices from $270.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $200.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Wedbush reissued an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Erste Group Bank lowered shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a research note on Thursday, September 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus target price 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.