Advanced Micro Devices, Inc. $AMD Stock Acquired by Journey Retirement Planning & Investment Management LLC

Journey Retirement Planning & Investment Management LLC raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 131.8% during the third quarter, Holdings Channel.com reports. The institutional investor owned 1,875 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,066 shares during the quarter. Advanced Micro Devices accounts for about 0.8% of Journey Retirement Planning & Investment Management LLC’s portfolio, making the stock its 27th largest position. Journey Retirement Planning & Investment Management LLC’s holdings in Advanced Micro Devices were worth $1,147,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in AMD. First Citizens Financial Corp increased its stake in Advanced Micro Devices by 3.4% in the third quarter. First Citizens Financial Corp now owns 490 shares of the semiconductor manufacturer’s stock valued at $300,000 after acquiring an additional 16 shares during the last quarter. Private Client Services LLC lifted its stake in Advanced Micro Devices by 1.7% during the third quarter. Private Client Services LLC now owns 1,079 shares of the semiconductor manufacturer’s stock worth $660,000 after purchasing an additional 18 shares during the last quarter. Box Hill Private Wealth LLC boosted its holdings in shares of Advanced Micro Devices by 2.5% in the 3rd quarter. Box Hill Private Wealth LLC now owns 794 shares of the semiconductor manufacturer’s stock worth $486,000 after purchasing an additional 19 shares in the last quarter. Baring Financial LLC boosted its holdings in shares of Advanced Micro Devices by 4.5% in the 3rd quarter. Baring Financial LLC now owns 491 shares of the semiconductor manufacturer’s stock worth $300,000 after purchasing an additional 21 shares in the last quarter. Finally, First National Bank of Hutchinson increased its position in shares of Advanced Micro Devices by 0.4% during the 2nd quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock valued at $3,276,000 after purchasing an additional 22 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Down 1.6%

Advanced Micro Devices stock traded down $10.21 during trading hours on Friday, reaching $610.48. The stock had a trading volume of 8,221,619 shares, compared to its average volume of 32,475,322. The company has a fifty day simple moving average of $526.31 and a 200-day simple moving average of $458.39. Advanced Micro Devices, Inc. has a 52 week low of $188.22 and a 52 week high of $658.52. The stock has a market cap of $996.59 billion, a PE ratio of 156.88, a PEG ratio of 6.69 and a beta of 2.45. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The firm had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company’s quarterly revenue was up 50.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.48 earnings per share. Analysts forecast that Advanced Micro Devices, Inc. will post 6.43 EPS for the current fiscal year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Industry data remains supportive: TSMC reported record quarterly revenue, up 50% year over year, signaling continued demand for AI processors from customers including AMD. Samsung also posted record profits driven by AI-memory demand. TSMC AI demand article
• Positive Sentiment: CEO Lisa Su reportedly met with Samsung and SK Hynix executives to strengthen AI-chip supply relationships. A potential Samsung foundry and memory arrangement could help AMD address constrained supply as data-center demand expands. AMD Samsung partnership article
• Positive Sentiment: Some analysts see additional upside from AMD’s expanding CPU, Instinct GPU and inference-chip businesses. Citi recently raised its target, while BNP Paribas highlighted an opportunity for further growth across AI infrastructure. AMD growth opportunity article
• Neutral Sentiment: AMD is scheduled to report third-quarter results on November 3. The release is likely to be the next major catalyst as investors look for evidence that revenue growth, AI demand and margins can justify the stock’s premium valuation. AMD earnings date article
• Negative Sentiment: Valuation is the central concern. AMD has rallied roughly 200% in 2026 and reached a market capitalization near $1 trillion, leaving investors demanding strong execution and accelerating profits. Commentary warns that the stock may be priced for near-perfect results, while some forecasts suggest 2027 could be more difficult. AMD valuation article
• Negative Sentiment: A broader semiconductor sell-off is also weighing on AMD. Rising Treasury yields and oil prices have increased concerns about inflation and interest rates, pressuring high-growth AI stocks whose valuations depend heavily on future earnings. Semiconductor sell-off article
• Negative Sentiment: ARK Invest reportedly sold approximately $14 million of AMD shares, adding a modest sentiment headwind after the stock’s steep advance. ARK Invest AMD sale article

Analyst Ratings Changes

A number of analysts recently weighed in on the company. KeyCorp set a $650.00 target price on Advanced Micro Devices in a research report on Wednesday, August 5th. Royal Bank Of Canada reissued a “sector perform” rating and set a $540.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. The Goldman Sachs Group upped their price objective on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the company a “buy” rating in a research note on Monday, July 6th. Argus increased their target price on shares of Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Finally, TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $585.26.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Norrod sold 17,261 shares of the stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $503.05, for a total value of $8,683,146.05. Following the completion of the sale, the executive vice president owned 363,317 shares in the company, valued at approximately $182,766,616.85. This trade represents a 4.54% decrease in their position. The transaction 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 Jean X. Hu sold 15,000 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the completion of the sale, the executive vice president owned 160,979 shares in the company, valued at approximately $76,316,924.32. This represents a 8.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 213,838 shares of company stock worth $105,533,836 over the last three months. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.