TFR Capital LLC. Invests $659,000 in Advanced Micro Devices, Inc. $AMD

TFR Capital LLC. purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 4,074 shares of the semiconductor manufacturer’s stock, valued at approximately $659,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. ORG Wealth Partners LLC raised its holdings in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 46 shares during the period. Pinney & Scofield Inc. grew its holdings in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares during the period. Dogwood Wealth Management LLC increased its position in 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 worth $30,000 after purchasing an additional 208 shares during the last quarter. Avion Wealth raised its stake in Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the period. Finally, West Branch Capital LLC boosted its holdings in 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 valued at $31,000 after purchasing an additional 214 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 2.3%

Shares of NASDAQ:AMD opened at $259.68 on Friday. 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 moving average price is $218.66 and its 200 day moving average price is $198.87. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The stock has a market cap of $422.77 billion, a price-to-earnings ratio of 128.56, a price-to-earnings-growth ratio of 1.08 and a beta of 1.95.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 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 quarter in the prior year, the company posted $0.92 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 35.6% compared to the same quarter last year. As a group, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the 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 sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction on 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 sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 164,000 shares of company stock valued at $36,034,173 in the last 90 days. Company insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

AMD has been the subject of a number of recent analyst reports. Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 5th. Piper Sandler reissued an “overweight” rating and set a $280.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. DZ Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 target price on the stock in a research report on Wednesday, October 8th. Royal Bank Of Canada began coverage on Advanced Micro Devices in a report on Wednesday, January 14th. They set a “sector perform” rating and a $230.00 price target for the company. Finally, Truist Financial reduced their price objective on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a report on Friday, December 19th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $279.67.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

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.