SMART Wealth LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

SMART Wealth LLC acquired a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 7,585 shares of the semiconductor manufacturer’s stock, valued at approximately $1,227,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of 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 purchasing an additional 234 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares in the last quarter. Private Trust Co. NA increased its holdings in shares of Advanced Micro Devices by 2.8% in the second quarter. Private Trust Co. NA now owns 6,067 shares of the semiconductor manufacturer’s stock worth $861,000 after purchasing an additional 163 shares during the last quarter. Finally, Huntleigh Advisors Inc. purchased a new stake in shares of Advanced Micro Devices in the second quarter worth about $445,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $207.32 on Monday. 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 firm has a market capitalization of $338.02 billion, a P/E ratio of 78.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.94. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The company’s 50-day moving average is $221.32 and its 200 day moving average is $206.28.

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 analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter in the prior year, the firm posted $1.09 earnings per share. The company’s quarterly revenue was up 34.1% on a year-over-year basis. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD announced a partnership with Tata Consultancy Services (TCS) to deploy its Helios rack‑scale AI architecture in India (200MW deployment) — expands AMD’s enterprise AI footprint, supports sovereign/large-scale AI initiatives and could drive multi‑year data‑center revenue. AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India
• Positive Sentiment: DA Davidson upgraded AMD — analyst upgrades can boost buying and justify higher target prices, reinforcing momentum after strong earnings and data‑center guidance. Advanced Micro Devices (NASDAQ:AMD) Upgraded at DA Davidson
• Positive Sentiment: Wall Street commentary is bullish: coverage highlighting potential ~40% upside and favorable medium‑term growth from data center and PC demand supports a positive narrative for shares. Is AMD Stock a Buy? Why Wall Street Sees 40% Upside From Here.
• Positive Sentiment: Media/TV coverage (Jim Cramer) argued AMD had been oversold and that decline was overdone, which can trigger retail buying and short-covering. Advanced Micro Devices Inc. (AMD) Was Down Way Too Much, Says Jim Cramer
• Neutral Sentiment: Analysts’ consensus remains constructive (average “Moderate Buy”) — supportive but not a dramatic upgrade; reinforces steady demand expectations rather than an immediate catalyst. Advanced Micro Devices, Inc. (NASDAQ:AMD) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Industry write‑ups comparing AMD to Nvidia note AMD’s strong inference opportunity but underscore Nvidia’s GPU leadership — these sector comparisons shape longer‑term expectations but are mixed near‑term signals. Better Artificial Intelligence Stock: Nvidia vs. AMD
• Negative Sentiment: Insider selling: AMD’s CEO sold about $26.8M of stock — a notable exit that can weigh on sentiment and prompt investor caution despite company fundamentals. Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells $26,795,000.00 in Stock

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on AMD. Wedbush reaffirmed an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Bank of America reaffirmed a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Finally, JPMorgan Chase & Co. boosted their target price on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $288.17.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the sale, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. The trade was a 3.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 291,342 shares of company stock valued at $62,938,155 in the last three months. Company insiders own 0.06% of the company’s stock.

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.