Y.D. More Investments Ltd Increases Stock Position in Advanced Micro Devices, Inc. $AMD

Y.D. More Investments Ltd grew its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 29.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,117 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,514 shares during the quarter. Y.D. More Investments Ltd’s holdings in Advanced Micro Devices were worth $1,798,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of AMD. Brighton Jones LLC raised its holdings in 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 last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares during the last quarter. Sivia Capital Partners LLC increased its position in 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 acquiring an additional 2,970 shares during the last quarter. United Bank lifted its holdings in Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after acquiring an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction 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 $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 271,892 shares of company stock valued at $58,476,908 over the last 90 days. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

AMD has been the topic of several research analyst reports. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. DA Davidson raised shares of Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. CICC Research raised shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Friday, November 7th. Finally, KeyCorp boosted their price objective on Advanced Micro Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $288.17.

Advanced Micro Devices Stock Down 0.8%

NASDAQ AMD traded down $1.54 on Friday, reaching $201.83. 2,364,567 shares of the stock traded hands, compared to its average volume of 38,957,238. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The company has a market cap of $329.06 billion, a price-to-earnings ratio of 75.34, a PEG ratio of 0.75 and a beta of 1.94. The company has a fifty day moving average price of $219.89 and a 200-day moving average price of $206.65. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly 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 for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.09 earnings per share. As a group, research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Benchmark reiterated a Buy and a $325 target, forecasting “tens of billions” in AI revenue by 2027 — a clear institutional endorsement of AMD’s AI growth story. Benchmark Sees Advanced Micro Devices (AMD) Generating Tens of Billions in AI Revenue by 2027
• Positive Sentiment: AMD agreed to backstop a $300M loan for Crusoe to buy AMD AI chips — a sales-acceleration move (similar to Nvidia’s strategy) that can lock in near-term demand and boost revenue visibility. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: AMD won a massive new customer role supplying AI chips for a 200MW data center in India — a material design win that supports long-term data-center share gains and revenue growth. AMD Shareholders Received Amazing News From a Massive New Customer
• Positive Sentiment: AMD pushed back on delay rumors, confirming MI455X solutions remain on track for H2 2026 — that reassurance reduces execution risk for upcoming AI products. AMD Responds to Rumors About Potential Delays
• Neutral Sentiment: Market commentary and feature pieces highlight AMD’s history of sharp rallies and argue upside vs. peers — supportive context but not new catalysts by itself. Why AMD Could Hit Record Highs In 2026
• Neutral Sentiment: Analyst coverage remains broadly positive with multiple $300+ targets and a median near $291 — that raises expectations but also sets high benchmarks for future beats. Wall Street sets AMD stock price target for next 12 months
• Negative Sentiment: Competitive risk: Nvidia’s deepening partnerships (e.g., with Meta) and moves into CPU-like workloads could pressure AMD’s share in some large cloud deals. Nvidia pushes into Intel and AMD’s turf with a ‘multigenerational’ Meta deal
• Negative Sentiment: Earlier conservative guidance after strong Q4 led to a sharp pullback and social-media criticism — reminder that guidance cadence can drive short-term volatility. AMD Stock (AMD) Opinions on Recent Earnings Report

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.