Contravisory Investment Management Inc. Buys New Position in Advanced Micro Devices, Inc. $AMD

Contravisory Investment Management Inc. purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 3,559 shares of the semiconductor manufacturer’s stock, valued at approximately $576,000.

Several other large investors also recently bought and sold shares of AMD. Brighton Jones LLC increased its stake 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 worth $5,551,000 after buying an additional 29,438 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares in the last quarter. Capital Analysts LLC increased its position in shares of Advanced Micro Devices by 13.0% during the first quarter. Capital Analysts LLC now owns 1,906 shares of the semiconductor manufacturer’s stock worth $196,000 after acquiring an additional 220 shares during the last quarter. Flow Traders U.S. LLC acquired a new position in shares of Advanced Micro Devices in the first quarter worth about $512,000. Finally, Summit Financial LLC lifted its stake in shares of Advanced Micro Devices by 1.6% in the first quarter. Summit Financial LLC now owns 36,441 shares of the semiconductor manufacturer’s stock worth $3,744,000 after acquiring an additional 581 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Ava Hahn sold 2,868 shares of the business’s 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 transaction, the senior vice president directly owned 9,033 shares of the company’s stock, valued at approximately $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. In the last 90 days, insiders sold 183,476 shares of company stock worth $40,249,093. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Up 6.2%

Advanced Micro Devices stock opened at $213.43 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The firm’s 50-day moving average is $229.73 and its 200-day moving average is $182.34. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The company has a market cap of $347.47 billion, a P/E ratio of 105.66, a PEG ratio of 1.49 and a beta of 1.93.

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

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Seaport Res Ptn lowered shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research note on Thursday, September 4th. HSBC upped their price target on shares of Advanced Micro Devices from $185.00 to $310.00 and gave the company a “buy” rating in a report on Wednesday, October 15th. The Goldman Sachs Group raised their price objective on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Finally, KGI Securities set a $260.00 target price on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research report on Monday, October 13th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Meeting in Beijing signals improved China relations and growth opportunities — China’s commerce minister met AMD CEO Lisa Su and AMD committed to deeper investments in China, which reduces geopolitical execution risk and supports demand in a key market. China commerce minister meets with AMD CEO
• Positive Sentiment: Wall Street sees more upside from AI product expansion — several broker notes and research pieces (Piper Sandler reiteration, TipRanks roundup) highlight AMD’s AI catalysts and estimate significant upside, reinforcing buy-side conviction. Piper Sandler reiterates Overweight TipRanks sees ~40% upside
• Positive Sentiment: Product roadmap and MI450 expectations are driving long‑term optimism — coverage highlighting AMD’s upcoming MI450 rack‑scale AI GPUs suggests a path to meaningful share gains versus peers once ramped. MarketBeat: MI450 and positioning
• Positive Sentiment: Sector strength helped the move — stronger results from peers (Micron) lifted chip stocks broadly, which often benefits AMD on rising demand expectations for AI servers and components. AMD rallies with sector after Micron
• Neutral Sentiment: Coverage recap: media pieces explain the intraday move — outlets are synthesizing the Beijing meeting, analyst notes and sector flows as the proximate cause of today’s uptick. Yahoo: Why AMD is jumping today
• Neutral Sentiment: Minor target change but rating intact — Truist trimmed its target slightly (from $279 to $277) but kept a buy stance, indicating analysts remain constructive even when adjusting near‑term assumptions. Truist target trimmed to $277
• Negative Sentiment: Heavy insider selling is a notable caution — filings/data show numerous insider sales (including senior executives) in recent months, which can concern some investors about timing of stock sales and temper enthusiasm. QuiverQuant: insider selling and VOO contribution
• Negative Sentiment: Recent pullback and volatility remain risks — some research houses and forecasts note a recent month‑over‑month drawdown and heightened volatility after a strong YTD run; investors should weigh valuation and execution risk into 2026 expectations. 24/7 Wall St.: price prediction & recent pullback

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.