Pinkerton Wealth LLC Purchases New Stake in Advanced Micro Devices, Inc. $AMD

Pinkerton Wealth LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 19,891 shares of the semiconductor manufacturer’s stock, valued at approximately $3,218,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Impax Asset Management Group plc boosted its holdings in shares of Advanced Micro Devices by 326.5% during the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after acquiring an additional 39,861 shares during the period. Global Retirement Partners LLC acquired a new stake in shares of Advanced Micro Devices in the 2nd quarter worth about $4,519,000. Swiss National Bank increased its holdings in shares of Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after acquiring an additional 341,000 shares during the period. New York State Common Retirement Fund lifted its position in Advanced Micro Devices by 8.4% in the 2nd quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock valued at $317,748,000 after purchasing an additional 172,745 shares during the last quarter. Finally, Zweig DiMenna Associates LLC lifted its position in Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after purchasing an additional 40,708 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Activity

In other news, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This represents a 3.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Trading Up 5.3%

Shares of NASDAQ:AMD opened at $202.68 on Tuesday. The company has a 50 day moving average of $217.52 and a 200-day moving average of $209.49. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm has a market cap of $330.45 billion, a P/E ratio of 76.48, a P/E/G ratio of 0.72 and a beta of 1.98. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data 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 net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter last year, the business earned $1.09 earnings per share. The business’s revenue for the quarter was up 34.1% on a year-over-year basis. As a group, analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have commented on AMD. Wedbush restated an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Rosenblatt Securities reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Wells Fargo & Company reissued an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday, January 30th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD and Adeia settle litigation and sign a multi‑year IP license, removing legal overhang and securing access to Adeia’s semiconductor IP (supports AMD’s 3D V‑Cache and hybrid bonding roadmap). Read More.
• Positive Sentiment: Coverage and market headlines (Benzinga) highlight that the settlement unlocks next‑gen chip tech, a near‑term catalyst cited by traders for the rebound. Read More.
• Positive Sentiment: AMD expanded its Ryzen AI desktop lineup (Ryzen AI 400 / Pro 400), strengthening product roadmap for AI PCs and bolstering long‑term CPU/AI revenue potential. Read More.
• Positive Sentiment: Institutional buying: Ark Invest added AMD across funds in February, a vote of confidence that can support demand and sentiment among growth investors. Read More.
• Neutral Sentiment: Prominent investors and outlets are re‑weighing Nvidia vs. AMD for AI exposure; commentary (e.g., Ken Fisher) signals continued interest but also valuation scrutiny across the AI chip space. Read More.
• Neutral Sentiment: Short‑interest data reported today appears to contain a data anomaly (zeros/NaN); not a reliable signal for positioning. (Market data note)
• Negative Sentiment: U.S. policymakers are considering new AI chip export rules that could tie shipments to foreign investment in U.S. data centers — a regulatory uncertainty that could constrain international sales or complicate customer engagement. Read More.
• Negative Sentiment: Geopolitical/supply‑chain risk: coverage of the Iran conflict highlights potential semiconductor supply chain disruptions that could pressure the sector, including AMD. Read More.

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.