Advanced Micro Devices, Inc. $AMD Shares Purchased by NewEdge Wealth LLC

NewEdge Wealth LLC lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 131.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,548 shares of the semiconductor manufacturer’s stock after purchasing an additional 12,245 shares during the quarter. NewEdge Wealth LLC’s holdings in Advanced Micro Devices were worth $4,615,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in AMD. Jennison Associates LLC lifted its position in Advanced Micro Devices by 181.6% during the 4th quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock worth $2,336,552,000 after acquiring an additional 7,035,991 shares during the period. Wellington Management Group LLP lifted its position in Advanced Micro Devices by 335.9% during the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after acquiring an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. lifted its position in Advanced Micro Devices by 104.4% during the 4th quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after acquiring an additional 3,059,935 shares during the period. Nordea Investment Management AB lifted its position in Advanced Micro Devices by 203.7% during the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after acquiring an additional 2,619,294 shares during the period. Finally, Vanguard Group Inc. lifted its position in Advanced Micro Devices by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after acquiring an additional 2,525,109 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the transaction, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This trade represents a 3.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 304,672 shares of company stock valued at $70,135,070. Company insiders own 0.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. Weiss Ratings raised Advanced Micro Devices from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Wells Fargo & Company increased their price objective on Advanced Micro Devices from $345.00 to $505.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Wolfe Research assumed coverage on Advanced Micro Devices in a research report on Wednesday, May 6th. They set a “peer perform” rating for the company. Finally, Erste Group Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Thursday, April 2nd. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $388.84.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD is benefiting from a broad AI-driven semiconductor rally, with investors rotating into chip stocks tied to data center growth and AI inference demand. AI chip stocks surge as investors refocus on growth
• Positive Sentiment: Wall Street is betting on a stronger AI CPU cycle, which supports AMD’s server business and helped push the stock to a new 52-week high. AMD stock hits new high as Wall Street bets on AI CPU supercycle
• Positive Sentiment: Recent coverage highlights AMD’s management sounding increasingly confident after earnings, with analysts pointing to a larger server CPU opportunity and continued AI momentum. AMD Stock Remains a Top Pick for This Top Analyst – Here’s Why
• Positive Sentiment: AMD’s partnership with Rackspace to build an enterprise AI cloud for regulated industries adds another potential revenue stream and strengthens the company’s AI ecosystem story. AMD Rackspace AI Cloud Deal Targets Regulated Growth And Valuation Questions
• Neutral Sentiment: Cathie Wood’s ARK funds have continued trimming AMD, but the selling appears more like portfolio rebalancing than a direct negative on AMD’s fundamentals. Cathie Wood Dumps Another $3 Million In AMD Stock As Ark Invest Trims For Third Day Running, This Is The AI Stock She Is Buying Instead
• Neutral Sentiment: Some commentary warns the stock’s sharp run has raised valuation and correction risk, which could limit upside if momentum cools. Machine learning algorithm predicts AMD stock price on May 31, 2026

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $458.79 on Tuesday. The company has a market cap of $748.10 billion, a price-to-earnings ratio of 150.42, a price-to-earnings-growth ratio of 1.40 and a beta of 2.40. The stock has a 50 day simple moving average of $253.97 and a 200-day simple moving average of $234.82. Advanced Micro Devices, Inc. has a 12-month low of $106.98 and a 12-month high of $469.22. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company’s revenue for the quarter was up 37.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.96 EPS. On average, equities analysts forecast that Advanced Micro Devices, Inc. will post 5.99 EPS for the current year.

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.