Advanced Micro Devices, Inc. $AMD Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC reduced its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 6.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,018 shares of the semiconductor manufacturer’s stock after selling 2,163 shares during the period. Simplicity Wealth LLC’s holdings in Advanced Micro Devices were worth $5,342,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in AMD. Wise Wealth Partners purchased a new position in Advanced Micro Devices in the 2nd quarter worth about $343,000. Waterfront Wealth Inc. purchased a new position in shares of Advanced Micro Devices in the second quarter worth approximately $1,145,000. Global Retirement Partners LLC acquired a new stake in shares of Advanced Micro Devices during the second quarter valued at approximately $4,519,000. Cornercap Investment Counsel Inc. lifted its position in shares of Advanced Micro Devices by 43.3% in the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock valued at $1,738,000 after acquiring an additional 3,702 shares in the last quarter. Finally, Swiss National Bank boosted its stake in Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after purchasing an additional 341,000 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction dated Friday, November 14th. The stock was 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 approximately $411,686,940.60. This represents a 0.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 164,000 shares of company stock valued at $36,034,173. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD opened at $249.80 on Thursday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The firm has a market cap of $406.68 billion, a PE ratio of 123.66, a PEG ratio of 0.97 and a beta of 1.95. The firm’s 50 day moving average price is $218.29 and its 200 day moving average price is $197.19. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted 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 company had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The company’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.92 earnings per share. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Reports that Meta plans to buy more AI chips from AMD bolstered expectations for near‑term data‑center revenue and backlog. Read More.
• Positive Sentiment: Riot Platforms announced a multi‑year lease with AMD (initial 25 MW, option to 200 MW) for Rockdale, TX — a concrete sign AMD is securing dedicated power/data‑center capacity for HPC/AI deployments. Read More.
• Positive Sentiment: AMD added former Accenture CFO KC McClure to its board, strengthening financial/governance expertise ahead of a big AI expansion — a credibility boost for investors. Read More.
• Positive Sentiment: Analysts and market commentary (including bullish notes and higher targets) plus high‑profile industry comments about massive AI infrastructure spending lifted sentiment toward AMD as a core AI infrastructure play. Read More.
• Positive Sentiment: Broader AI buildout rhetoric (e.g., Jensen Huang saying “trillions” are needed) helped chip peers; investors are rotating into infrastructure suppliers like AMD on the expectation of multi‑year capex cycles. Read More.
• Positive Sentiment: Technical/momentum factors — AMD has extended a multi‑session winning streak as investor flows and optimism ahead of the MI450 GPU ramp gather steam. Read More.
• Neutral Sentiment: Q4 earnings and guidance (early Feb.) are the next major catalyst — results could validate the AI/data‑center narrative or reintroduce caution; investors are positioning ahead of the print. Read More.
• Neutral Sentiment: Market pieces frame 2026 as a potential “turnaround” if MI450 execution and channel deals scale — a bullish scenario that still depends on execution and supply ramp timing. Read More.
• Negative Sentiment: Insider selling has picked up (recent Form 4 disclosures), which can unsettle some investors ahead of earnings despite company‑level positives. Read More.
• Negative Sentiment: Policy/tariff headlines (reports of a 25% tariff on certain AMD chips) and some analyst warnings about valuation could pressure sentiment if they broaden or are confirmed. Read More.
• Negative Sentiment: Some analysts caution the stock already prices in significant AI upside — disappointing guidance or slower MI450 ramp could trigger a pullback. Read More.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft set a $235.00 target price on shares of Advanced Micro Devices and gave the company a “hold” rating in a research note on Tuesday, October 14th. Mizuho upped their price target on Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a research report on Wednesday, November 12th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Wells Fargo & Company increased their price target on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 12th. Finally, Evercore ISI boosted their price objective on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the company an “outperform” rating in a research report on Wednesday, November 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $279.67.

About Advanced Micro Devices

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.