Waterway Wealth Management LLC Has $284,000 Stake in Advanced Micro Devices, Inc. $AMD

Waterway Wealth Management LLC reduced its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 73.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,757 shares of the semiconductor manufacturer’s stock after selling 4,832 shares during the quarter. Waterway Wealth Management LLC’s holdings in Advanced Micro Devices were worth $284,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Rockland Trust Co. boosted its stake in shares of Advanced Micro Devices by 237.2% during the 3rd quarter. Rockland Trust Co. now owns 6,491 shares of the semiconductor manufacturer’s stock valued at $1,050,000 after buying an additional 4,566 shares during the period. First National Trust Co boosted its position in Advanced Micro Devices by 1.1% during the third quarter. First National Trust Co now owns 39,626 shares of the semiconductor manufacturer’s stock valued at $6,411,000 after purchasing an additional 424 shares during the last quarter. Wealthfront Advisers LLC grew its stake in Advanced Micro Devices by 2.5% in the third quarter. Wealthfront Advisers LLC now owns 273,232 shares of the semiconductor manufacturer’s stock valued at $44,206,000 after purchasing an additional 6,743 shares in the last quarter. Arista Wealth Management LLC acquired a new position in Advanced Micro Devices in the 3rd quarter worth about $316,000. Finally, Johnson Investment Counsel Inc. raised its stake in shares of Advanced Micro Devices by 7.3% during the 3rd quarter. Johnson Investment Counsel Inc. now owns 10,087 shares of the semiconductor manufacturer’s stock worth $1,632,000 after purchasing an additional 689 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on AMD. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Stifel Nicolaus lifted their price objective on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Benchmark reissued a “buy” rating and issued a $325.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Twenty-nine research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $290.11.

Advanced Micro Devices Trading Up 3.6%

Shares of Advanced Micro Devices stock opened at $216.00 on Tuesday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company’s fifty day simple moving average is $221.85 and its 200-day simple moving average is $205.27. The company has a market cap of $352.17 billion, a price-to-earnings ratio of 81.51, a PEG ratio of 0.79 and a beta of 1.94. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same period in the prior year, the company earned $1.09 EPS. As a group, sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Investor bullishness after the strong quarterly report and post‑earnings commentary — some market participants say they’re buying on the pullback, citing AMD’s beat and revenue upside. AMD: Why I’m Buying Post-Earnings
• Positive Sentiment: Analyst sentiment and price‑target optimism: coverage from TipRanks and Northland highlights upside potential and strong Q1/Q2 estimates, supporting the rally. AMD Stock Has Strong Potential In 2026 Despite an Early Setback Northland Securities Has Strong Forecast for AMD Q1 Earnings
• Positive Sentiment: Commercial demand signal: OVHcloud’s new Bare Metal 2026 servers use AMD’s latest processors — a concrete cloud customer win that supports data‑center demand for EPYC/Milan‑generation CPUs. OVHcloud unveils Bare Metal 2026 line-up powered by the latest AMD processors
• Positive Sentiment: Management hire: AMD appointed Ariel Kelman as Senior VP & Chief Marketing Officer, strengthening go‑to‑market, brand and developer relations ahead of product ramps. AMD Hires Ariel Kelman as Chief Marketing Officer
• Neutral Sentiment: Broad market attention: Zacks and other outlets note AMD is a focus stock this week — increased attention can amplify moves but is directionally neutral until earnings/guidance confirm trends. Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention
• Negative Sentiment: Valuation & growth concerns: coverage from The Motley Fool and others flags a slowing growth rate and high valuation versus expectations — a core reason for recent volatility and a cap on multiple expansion. AMD’s Growth Rate is Declining. Should Investors Be Worried?
• Negative Sentiment: Competitive risk: Intel’s renewed AI GPU push and hires of ex‑AMD talent highlight intensifying competition in AI/data‑center chips — a potential headwind for AMD’s market share in inference/infrastructure. Intel Stock Is Priced for Ruin, But the AI Offensive Is Here (AMD)

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, 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 value of $26,892,500.00. Following the completion of the sale, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the sale, the executive vice president directly owned 1,714,505 shares in the company, valued at $411,686,940.60. The trade was a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 164,000 shares of company stock worth $36,034,173 in the last three months. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices 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.