Westend Capital Management LLC Has $10.61 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Westend Capital Management LLC reduced its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 32.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 65,561 shares of the semiconductor manufacturer’s stock after selling 31,062 shares during the quarter. Advanced Micro Devices makes up about 3.1% of Westend Capital Management LLC’s portfolio, making the stock its 18th largest holding. Westend Capital Management LLC’s holdings in Advanced Micro Devices were worth $10,607,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Burr Financial Services LLC lifted its holdings in Advanced Micro Devices by 32.0% during the 3rd quarter. Burr Financial Services LLC now owns 3,649 shares of the semiconductor manufacturer’s stock worth $590,000 after buying an additional 885 shares during the period. Warren Street Wealth Advisors LLC raised its position in shares of Advanced Micro Devices by 5.2% during the third quarter. Warren Street Wealth Advisors LLC now owns 2,732 shares of the semiconductor manufacturer’s stock worth $442,000 after acquiring an additional 135 shares during the last quarter. Archford Capital Strategies LLC lifted its stake in shares of Advanced Micro Devices by 0.9% in the third quarter. Archford Capital Strategies LLC now owns 10,718 shares of the semiconductor manufacturer’s stock worth $1,734,000 after acquiring an additional 92 shares during the period. Everpar Advisors LLC boosted its holdings in Advanced Micro Devices by 34.1% in the third quarter. Everpar Advisors LLC now owns 2,145 shares of the semiconductor manufacturer’s stock valued at $347,000 after acquiring an additional 545 shares during the last quarter. Finally, Worth Asset Management LLC bought a new stake in Advanced Micro Devices in the third quarter valued at approximately $1,426,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: MI450 rack-scale GPUs could move AMD from a niche AI supplier to a direct competitor with NVIDIA, supporting multi-quarter revenue acceleration and higher margin server sales. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Positive Sentiment: Reopening of the China AI market (eased export controls) is expected to restore a large revenue stream for AMD in 2026, a near-term catalyst for data-center sales and unit ramps. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump
• Positive Sentiment: Company momentum: AMD’s strong second half of 2025 and management guidance (large multi-year DC growth targets) are reinforcing the narrative that AMD can capture meaningful AI share in 2026–2030. Will AMD Be a Must-Own AI Stock in 2026?
• Neutral Sentiment: Analysts are largely positive, keeping “moderate buy”/upgrade views and higher targets that support upside expectations, but consensus still factors execution risk around product ramps. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Neutral Sentiment: Analyses argue AMD has architectural advantages for inference and two “masked” competitive edges that could pay off if product execution matches expectations—supportive, but longer-term. AMD: The Physics Of Inference Favors The Underdog
• Neutral Sentiment: CEO Lisa Su’s public comments and industry visibility (tributes, interviews) help investor confidence but carry no direct financial impact. AMD’s Lisa Su Pays Tribute To Former IBM CEO Lou Gerstner
• Negative Sentiment: Valuation and “AI bubble” chatter: with large YTD gains, some outlets question whether AMD is fully priced for perfection in AI ramps—raises risk of a pullback if MI450 or China growth disappoints. Advanced Micro Devices (AMD) up more than 76% YTD, is it still a buy?

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $214.99 on Monday. The stock has a market cap of $350.01 billion, a price-to-earnings ratio of 106.43, a PEG ratio of 1.59 and a beta of 1.93. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The firm’s 50-day simple moving average is $228.40 and its 200 day simple moving average is $186.60.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results 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 return on equity of 8.04% and a net margin of 10.32%.The company had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter in the previous year, the firm earned $0.92 earnings per share. Advanced Micro Devices’s quarterly revenue was up 35.6% on a year-over-year basis. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Activity

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This trade represents a 0.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was 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 three months. 0.06% of the stock is owned by company insiders.

Analysts Set New Price Targets

AMD has been the topic of a number of analyst reports. Loop Capital set a $290.00 price objective on shares of Advanced Micro Devices and gave the company a “buy” rating in a research note on Wednesday, November 5th. Citigroup boosted their target price on shares of Advanced Micro Devices from $215.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Erste Group Bank downgraded Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Thursday, September 11th. TD Cowen lifted their price objective on Advanced Micro Devices from $270.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Finally, Jefferies Financial Group set a $300.00 price objective on Advanced Micro Devices and gave the company a “positive” rating in a research note on Monday, October 6th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices Company 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.