RFG Advisory LLC Increases Stake in Advanced Micro Devices, Inc. $AMD

RFG Advisory LLC increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 139.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,161 shares of the semiconductor manufacturer’s stock after purchasing an additional 7,654 shares during the quarter. RFG Advisory LLC’s holdings in Advanced Micro Devices were worth $2,129,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC increased its stake in shares of Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after buying an additional 29,438 shares during the period. Revolve Wealth Partners LLC boosted its position in Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares during the period. MGO One Seven LLC grew its position in shares of Advanced Micro Devices by 29.4% in the 2nd quarter. MGO One Seven LLC now owns 18,340 shares of the semiconductor manufacturer’s stock worth $2,602,000 after buying an additional 4,169 shares during the period. Finally, Vest Financial LLC increased its stake in shares of Advanced Micro Devices by 39.3% during the second quarter. Vest Financial LLC now owns 21,311 shares of the semiconductor manufacturer’s stock valued at $3,024,000 after purchasing an additional 6,010 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on AMD. Bank of America reissued a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Rosenblatt Securities restated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Benchmark restated a “buy” rating and issued a $325.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Morgan Stanley cut their target price on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. Finally, Wolfe Research set a $300.00 price objective on Advanced Micro Devices and gave the company an “outperform” rating in a research report on Tuesday, October 14th. Twenty-nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.11.

Advanced Micro Devices Stock Down 1.1%

Shares of AMD opened at $213.57 on Wednesday. The business’s 50 day simple moving average is $221.82 and its 200-day simple moving average is $205.60. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The stock has a market capitalization of $348.21 billion, a price-to-earnings ratio of 80.59, a price-to-earnings-growth ratio of 0.81 and a beta of 1.94.

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

More Advanced Micro Devices News

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

• Positive Sentiment: Reports that AMD will adopt LPDDR6 for its Medusa Halo chips boost its competitiveness in power‑sensitive AI/edge markets, offering a product roadmap catalyst. AMD Stock Gains on LPDDR6 Reports
• Positive Sentiment: Bank of America analyst and other bulls still view AMD as undervalued relative to peers, supporting longer‑term upside if AMD executes on AI/datacenter ramps. BoA Star Analyst Thinks NVIDIA and AMD Are Undervalued
• Neutral Sentiment: OVHcloud announced new Bare Metal servers using AMD’s latest processors — a clear demand signal for datacenter CPU wins but more evidence than immediate revenue impact. OVHcloud Unveils Bare Metal 2026 Line‑Up
• Neutral Sentiment: AMD hired Ariel Kelman as Chief Marketing Officer — an organizational/branding move that can help go‑to‑market execution but won’t move near‑term fundamentals. AMD Hires Ariel Kelman as Chief Marketing Officer
• Neutral Sentiment: Multiple strategy pieces and comparisons (AMD vs. NVDA/Alphabet) highlight AI positioning and momentum; useful context but mixed for immediate stock direction. AMD vs. NVDA: What’s the Better AI Stock?
• Neutral Sentiment: Reported short‑interest data in today’s feed is anomalous (0 shares / NaN change) and provides no reliable signal.
• Negative Sentiment: Post‑earnings weakness: coverage notes an ~11% post‑Q4 slide after AMD’s strong results were tempered by modest Q1 guidance and seasonal concerns — the main driver of today’s share decline. AMD Plunges 11% Post Q4 Earnings
• Negative Sentiment: Critical takes and sell‑side notes (e.g., “Sell AMD Stock At $215?”) contribute to downward pressure by encouraging trimming after a recent run. Sell AMD Stock At $215?
• Negative Sentiment: Goldman highlights datacenter momentum but flags operating‑expense pressure — a reminder that cost dynamics could compress near‑term margins and keep shares volatile. AMD’s Datacenter Momentum Builds as Goldman Flags Opex Pressure

Insiders Place Their Bets

In related news, CEO Lisa T. Su sold 125,000 shares of the business’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. The trade was a 3.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction 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 completion of the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This represents a 0.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 164,000 shares of company stock worth $36,034,173 in the last 90 days. 0.06% of the stock is owned by insiders.

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.