Nations Financial Group Inc. IA ADV boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 22.4% during the 3rd quarter, Holdings Channel.com reports. The fund owned 26,587 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,860 shares during the quarter. Nations Financial Group Inc. IA ADV’s holdings in Advanced Micro Devices were worth $4,302,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. ORG Wealth Partners LLC lifted its holdings in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Pinney & Scofield Inc. raised its position in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 85 shares during the last quarter. Dogwood Wealth Management LLC lifted its stake in Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 208 shares in the last quarter. Avion Wealth boosted its holdings in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 72 shares during the last quarter. Finally, West Branch Capital LLC grew its stake in shares of Advanced Micro Devices by 3,057.1% in the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after acquiring an additional 214 shares in the last quarter. 71.34% of the stock is owned by institutional investors.
Analysts Set New Price Targets
A number of research firms recently weighed in on AMD. Susquehanna reissued a “positive” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Friday, October 31st. UBS Group increased their price objective on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Bank of America restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. CICC Research raised Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research report on Friday, November 7th. Finally, Cantor Fitzgerald set a $300.00 price target on Advanced Micro Devices in a report on Tuesday, December 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $276.16.
Insider Activity at Advanced Micro Devices
In other news, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. The trade was a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the firm’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 transaction of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% 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 have sold 161,558 shares of company stock worth $35,461,719. Company insiders own 0.06% of the company’s stock.
Advanced Micro Devices Price Performance
Advanced Micro Devices stock opened at $231.83 on Friday. The business’s 50 day simple moving average is $218.83 and its 200 day simple moving average is $194.68. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The company has a market cap of $377.43 billion, a price-to-earnings ratio of 114.77, a PEG ratio of 0.95 and a beta of 1.95. 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 – Get Free Report) last issued 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 firm had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. During the same period in the previous year, the company posted $0.92 earnings per share. The business’s revenue was up 35.6% on a year-over-year basis. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.
Advanced Micro Devices News Summary
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: TSMC’s huge 2026 CapEx plan ($52–$56B) signals sustained foundry demand that supports AMD’s supply pipeline and long‑run AI chip demand — this underpins upside for AMD’s data‑center and GPU roadmap. The $56 Billion Draft: Follow TSMC’s CapEx Stream
- Positive Sentiment: Analysts cite AMD’s data‑center CPUs and mass‑market AI PC strategy as the next growth engine — positive forward guidance and investor expectations around server CPU share gains are lifting sentiment. AMD Data Center CPUs To Fuel Next Growth Cycle, Analysts Say
- Positive Sentiment: Riot Platforms signed a data‑center lease with AMD to deploy 25 MW of critical IT load at a new Rockdale site — a tangible demand win for AMD’s data‑center GPU/AI footprint and a signal of commercial traction in hyperscale deployments. Riot Platforms shares jump 11% after Bitcoin sale funds Texas deal
- Positive Sentiment: Reports that 2026 GPU pricing discussions are favorable helped lift sentiment — better pricing or more stable ASPs for GPUs supports revenue and margin expectations for AMD’s MI/GPU lineup. AMD Stock Jumps on 2026 GPU Pricing Talks
- Neutral Sentiment: Analyst notes and earnings‑beat histories (Zacks, KeyCorp estimates) keep expectations high for another potential beat, but these are forward‑looking and already priced in by some investors. Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
- Neutral Sentiment: Some sell‑side/independent pieces warn of limited near‑term upside (“don’t expect fireworks”), which can temper momentum despite longer‑term AI narrative. Advanced Micro Devices: Don’t Expect Fireworks In The Short-Term
- Negative Sentiment: President Trump’s new 25% tariff on select AI chips (covers some high‑end processors) is a direct headwind for AMD’s MI series in China/exports — this raises near‑term revenue and pricing risk for affected SKUs. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
- Negative Sentiment: Separate coverage notes specific new tariffs hitting AMD’s MI325X (and Nvidia’s H200), which could dent competitiveness and push customers to re‑architect purchases or seek exemptions — a tangible policy risk to watch. Nvidia H200 and AMD MI325X Got Hit With New Tariffs
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.
Further Reading
- Five stocks we like better than Advanced Micro Devices
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- How a Family Trust May Be Able To Help Preserve Your Wealth
- A U.S. “birthright” claim worth trillions – activated quietly
- Executive Order 14330: Trump’s Biggest Yet
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
Want to see what other hedge funds are holding AMD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report).
Receive News & Ratings for Advanced Micro Devices Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Advanced Micro Devices and related companies with MarketBeat.com's FREE daily email newsletter.
