Kesler Norman & Wride LLC increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 56.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 21,325 shares of the semiconductor manufacturer’s stock after acquiring an additional 7,688 shares during the quarter. Kesler Norman & Wride LLC’s holdings in Advanced Micro Devices were worth $4,567,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its holdings in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after buying an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after buying an additional 2,970 shares during the last quarter. United Bank grew its holdings in Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after buying an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in 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 buying an additional 7,228 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.
Advanced Micro Devices Price Performance
AMD stock opened at $521.54 on Wednesday. Advanced Micro Devices, Inc. has a 52-week low of $113.28 and a 52-week high of $527.20. The stock’s fifty day simple moving average is $333.88 and its 200-day simple moving average is $257.70. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $850.42 billion, a price-to-earnings ratio of 171.00, a price-to-earnings-growth ratio of 1.50 and a beta of 2.50.
Analyst Ratings Changes
A number of equities research analysts have commented on AMD shares. JPMorgan Chase & Co. increased their target price on Advanced Micro Devices from $270.00 to $385.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Roth Mkm reiterated a “buy” rating and set a $500.00 target price on shares of Advanced Micro Devices in a report on Wednesday, May 6th. Raymond James Financial started coverage on Advanced Micro Devices in a report on Wednesday, May 6th. They set a “market perform” rating on the stock. Benchmark increased their target price on Advanced Micro Devices from $325.00 to $485.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, BTIG Research upgraded Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $419.86.
View Our Latest Stock Analysis on AMD
Advanced Micro Devices News Roundup
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: AMD’s latest catalyst is the ramp of its 2nm EPYC “Venice” server processor production, which reinforces the company’s role in the data-center AI buildout and supports the bullish move in the shares. Why Advanced Micro Devices (AMD) Is Up 10.4% After Launching 2nm EPYC Venice Production
- Positive Sentiment: AMD also gained attention after joining DriveNets’ $410 million funding round, signaling further investment in AI networking infrastructure and broadening its exposure beyond chips alone. AMD Joins DriveNets Funding Round
- Positive Sentiment: A top Cowen analyst reiterated a bullish stance after meeting with CEO Lisa Su, which adds to investor confidence that AMD’s AI and server roadmap remains compelling. Top Cowen Analyst Pounds the Table on AMD Stock After Meeting With Lisa Su
- Neutral Sentiment: AMD presented at the Bank of America 2026 Global Technology Conference, but no major new financial guidance or product surprise was highlighted in the transcript. Advanced Micro Devices, Inc. (AMD) Presents at Bank of America 2026 Global Technology Conference Transcript
- Negative Sentiment: Director Nora Denzel disclosed two recent stock sales, including a larger June 2 transaction, which can weigh on sentiment because insider selling sometimes signals caution or profit-taking after a sharp rally. SEC Form 4 filing
- Negative Sentiment: AMD also faces renewed competition after Nvidia’s new RTX Spark PC chip announcement sparked rotation away from AMD and pressured semiconductor peers, raising concerns about market-share competition in PCs and AI devices. NVIDIA Sends Message With RTX Spark: This is What it Says
Insiders Place Their Bets
In related news, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the transaction, the executive vice president directly owned 324,527 shares of the company’s stock, valued at approximately $140,000,947.80. This trade represents a 5.66% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 31,320 shares of the stock in a transaction on Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the completion of the transaction, the executive vice president directly owned 1,236,037 shares in the company, valued at $432,612,950. This trade represents a 2.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 339,532 shares of company stock worth $119,504,341. Corporate insiders own 0.50% of the company’s stock.
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.
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