Stephens Inc. AR Buys 15,726 Shares of Advanced Micro Devices, Inc. $AMD

Stephens Inc. AR grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 45.3% during the third quarter, Holdings Channel.com reports. The fund owned 50,410 shares of the semiconductor manufacturer’s stock after purchasing an additional 15,726 shares during the quarter. Stephens Inc. AR’s holdings in Advanced Micro Devices were worth $8,156,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. ORG Wealth Partners LLC increased its holdings in Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the period. Pinney & Scofield Inc. lifted its holdings in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 85 shares during the period. Dogwood Wealth Management LLC grew its position in shares of Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after buying an additional 208 shares in the last quarter. Avion Wealth increased its stake in shares of Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after buying an additional 72 shares during the period. Finally, Signature Resources Capital Management LLC increased its stake in shares of Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after buying an additional 138 shares during the period. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $223.60 on Thursday. The firm’s fifty day simple moving average is $219.06 and its two-hundred day simple moving average is $193.82. The firm has a market capitalization of $364.03 billion, a P/E ratio of 110.69, a P/E/G ratio of 0.94 and a beta of 1.95. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter last year, the firm earned $0.92 EPS. The business’s quarterly revenue was up 35.6% on a year-over-year basis. Analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Key Advanced Micro Devices News

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

• Positive Sentiment: KeyBanc upgraded AMD to Overweight and lifted its 12‑month price target to $270, citing near‑sold‑out server CPU capacity for 2026 and as much as ~$15B of AI chip revenue upside — a direct bullish thesis for AMD’s data‑center growth and pricing power. AMD stock bets shift after analyst drops $15 billon message
• Positive Sentiment: TCS (Tata Consultancy Services) announced a strategic collaboration with AMD to co‑develop enterprise and industry‑specific GenAI solutions using EPYC CPUs, Instinct GPUs and accelerators — a partnership that can accelerate deployments of AMD hardware in large enterprise and cloud accounts. TCS and AMD Announce Strategic Collaboration to Drive AI Adoption at Scale
• Positive Sentiment: CES product and platform news (new x86 family and an AI‑focused keynote) reinforce AMD’s roadmap across PCs, edge inference and servers — supporting the long‑term case that AMD can expand beyond GPUs into full‑stack AI compute. Advanced Micro Devices (AMD) Launches a New Family of x86 Chips
• Positive Sentiment: Multiple broker notes and new coverage (KeyBanc, China Renaissance and others) have raised price targets and reiterated buy/overweight calls — supporting momentum and institutional interest in AMD ahead of upcoming earnings. AMD Stock Soars as Top Analysts Maintain High Price Targets
• Neutral Sentiment: Relative valuation/competition pieces (e.g., Qualcomm vs. AMD) highlight that some investors prefer other chip exposures on valuation, AI roadmap diversity and stable non‑AI demand — a reminder AMD faces cross‑cycle and competitor risks even as AI demand grows. QCOM vs. AMD: Which Semiconductor Stock is the Smarter Buy in 2026?
• Negative Sentiment: New benchmark data for the Ryzen AI MAX+ 392 prompted intra‑day selling, as some results fell short of expectations — an example of how near‑term product performance or benchmarks can trigger volatility even amid positive strategic news. AMD Stock Slips Despite New Ryzen AI MAX+ 392 Benchmark Data

Insiders Place Their Bets

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the completion of the transaction, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. The trade was a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 161,558 shares of company stock valued at $35,461,719. 0.06% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. KGI Securities set a $260.00 price objective on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, October 13th. JPMorgan Chase & Co. boosted their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Roth Capital reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Wolfe Research set a $300.00 price objective on shares of Advanced Micro Devices and gave the company an “outperform” rating in a report on Tuesday, October 14th. Finally, CICC Research upgraded Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a report on Friday, November 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $276.16.

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.