Advanced Micro Devices, Inc. $AMD Shares Sold by Rakuten Securities Inc.

Rakuten Securities Inc. decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 15.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,962 shares of the semiconductor manufacturer’s stock after selling 3,110 shares during the quarter. Advanced Micro Devices accounts for approximately 1.0% of Rakuten Securities Inc.’s portfolio, making the stock its 23rd largest position. Rakuten Securities Inc.’s holdings in Advanced Micro Devices were worth $2,744,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC grew its position in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares in the last quarter. Everpar Advisors LLC acquired a new position in shares of Advanced Micro Devices in the second quarter valued at approximately $227,000. MassMutual Private Wealth & Trust FSB increased its stake in Advanced Micro Devices by 7.0% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 5,821 shares of the semiconductor manufacturer’s stock worth $826,000 after buying an additional 381 shares during the period. Finally, Beacon Financial Group increased its position in shares of Advanced Micro Devices by 23.8% during the second quarter. Beacon Financial Group now owns 3,714 shares of the semiconductor manufacturer’s stock worth $527,000 after acquiring an additional 715 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $223.60 on Thursday. The business has a 50 day moving average price of $219.06 and a 200 day moving average price of $193.82. 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 company has a market capitalization of $364.03 billion, a P/E ratio of 110.69, a PEG ratio of 0.94 and a beta of 1.95. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The business had revenue of $9.25 billion during 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 business’s revenue for the quarter was up 35.6% on a year-over-year basis. During the same quarter last year, the business posted $0.92 earnings per share. Sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

AMD has been the subject of a number of recent research reports. HSBC lifted their target price on Advanced Micro Devices from $185.00 to $310.00 and gave the company a “buy” rating in a report on Wednesday, October 15th. Wells Fargo & Company increased their price target on Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, November 12th. Cantor Fitzgerald set a $300.00 price objective on Advanced Micro Devices in a research note on Tuesday, December 16th. KGI Securities set a $260.00 target price on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, October 13th. Finally, Loop Capital set a $290.00 target price on shares of Advanced Micro Devices and gave the company a “buy” rating in a report on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $276.16.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the completion of the transaction, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the 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 completion of the sale, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 161,558 shares of company stock worth $35,461,719. 0.06% of the stock is owned by corporate insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: KeyBanc upgraded AMD to Overweight and raised its 12‑month price target to $270, citing near‑sold‑out 2026 server CPU shipments and meaningful AI-server revenue upside — a direct catalyst for buying interest. New Analyst Forecast: $AMD Given $270 Price Target
• Positive Sentiment: AMD announced a strategic collaboration with Tata Consultancy Services (TCS) to co-develop industry‑specific AI and GenAI solutions and accelerate enterprise cloud/edge deployments — strengthens go‑to‑market for AMD EPYC/Instinct hardware in enterprise accounts. TCS and AMD Announce Strategic Collaboration to Drive AI Adoption at Scale
• Positive Sentiment: China Renaissance initiated coverage on AMD with a Buy and a $291 target, adding to the string of bullish price targets that support investor momentum. Advanced Micro Devices (NASDAQ:AMD) Coverage Initiated at China Renaissance
• Neutral Sentiment: TSMC’s strong Q4 results are lifting the whole chip supply chain — broad sector tailwind benefiting AMD demand expectations even as geopolitics complicate the outlook. NVDA, AMD, AVGO – Chip Stocks Jump on TSMC Earnings despite Trump’s 25% Tariff
• Neutral Sentiment: RBC and other analyst notes comparing AMD vs. peers keep the stock in focus; these thematic analyst pieces maintain debate on share gains vs. Nvidia but are mixed in near‑term impact. NVDA vs. AMD vs. AVGO: RBC’s Top Analyst Picks the Best Chip Stock
• Negative Sentiment: President Trump imposed a 25% tariff on select high‑end AI chips (naming Nvidia and AMD), introducing policy uncertainty that could affect margins, pricing and China market access if broadly enforced. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
• Negative Sentiment: Short‑term GPU/CPU benchmark reports (Ryzen AI MAX+ 392 data) caused a modest pullback in sentiment, showing that product‑level performance perceptions still move the stock. AMD Stock Slips Despite New Ryzen AI MAX+ 392 Benchmark Data
• Negative Sentiment: Minor selling by a member of Congress (Rep. Gilbert Ray Cisneros Jr.) was reported; isolated trades can spook retail flows but are not long‑term fundamentals. Rep. Gilbert Ray Cisneros, Jr. Sells Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares

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.