Retireful LLC Acquires New Holdings in Advanced Micro Devices, Inc. $AMD

Retireful LLC bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,010 shares of the semiconductor manufacturer’s stock, valued at approximately $649,000.

A number of other hedge funds also recently made changes to their positions in AMD. Brighton Jones LLC grew 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 purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares during the period. Gamco Investors INC. ET AL grew its position in Advanced Micro Devices by 114.7% in the 1st quarter. Gamco Investors INC. ET AL now owns 4,077 shares of the semiconductor manufacturer’s stock valued at $419,000 after buying an additional 2,178 shares in the last quarter. Panagora Asset Management Inc. increased its stake in Advanced Micro Devices by 4.4% during the 1st quarter. Panagora Asset Management Inc. now owns 49,089 shares of the semiconductor manufacturer’s stock valued at $5,043,000 after buying an additional 2,090 shares during the period. Finally, Value Aligned Research Advisors LLC bought a new stake in shares of Advanced Micro Devices during the 1st quarter worth about $318,000. Institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on AMD. UBS Group increased their price objective on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Piper Sandler restated an “overweight” rating and set a $280.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Wells Fargo & Company raised their target price on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, November 12th. TD Cowen lifted their price target on shares of Advanced Micro Devices from $270.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Finally, Loop Capital set a $290.00 price objective on Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus target price of $277.06.

Insiders Place Their Bets

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on 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 owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This represents a 3.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Ava Hahn sold 2,868 shares of Advanced Micro Devices stock in a transaction on Monday, October 6th. The shares were sold at an average price of $226.01, for a total transaction of $648,196.68. Following the sale, the senior vice president directly owned 9,033 shares of the company’s stock, valued at $2,041,548.33. This trade represents a 24.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 181,226 shares of company stock worth $39,877,820 over the last quarter. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $214.99 on Monday. The company’s fifty day moving average is $228.40 and its two-hundred day moving average is $186.60. The company has a market cap of $350.01 billion, a P/E ratio of 106.43, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The business had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.Advanced Micro Devices’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.92 earnings per share. Equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Key Advanced Micro Devices News

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

• Positive Sentiment: MI450 rack-scale GPUs could move AMD from a niche AI supplier to a direct competitor with NVIDIA, supporting multi-quarter revenue acceleration and higher margin server sales. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Positive Sentiment: Reopening of the China AI market (eased export controls) is expected to restore a large revenue stream for AMD in 2026, a near-term catalyst for data-center sales and unit ramps. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump
• Positive Sentiment: Company momentum: AMD’s strong second half of 2025 and management guidance (large multi-year DC growth targets) are reinforcing the narrative that AMD can capture meaningful AI share in 2026–2030. Will AMD Be a Must-Own AI Stock in 2026?
• Neutral Sentiment: Analysts are largely positive, keeping “moderate buy”/upgrade views and higher targets that support upside expectations, but consensus still factors execution risk around product ramps. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Neutral Sentiment: Analyses argue AMD has architectural advantages for inference and two “masked” competitive edges that could pay off if product execution matches expectations—supportive, but longer-term. AMD: The Physics Of Inference Favors The Underdog
• Neutral Sentiment: CEO Lisa Su’s public comments and industry visibility (tributes, interviews) help investor confidence but carry no direct financial impact. AMD’s Lisa Su Pays Tribute To Former IBM CEO Lou Gerstner
• Negative Sentiment: Valuation and “AI bubble” chatter: with large YTD gains, some outlets question whether AMD is fully priced for perfection in AI ramps—raises risk of a pullback if MI450 or China growth disappoints. Advanced Micro Devices (AMD) up more than 76% YTD, is it still a buy?

Advanced Micro Devices 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.