Cyndeo Wealth Partners LLC Increases Stock Position in Advanced Micro Devices, Inc. $AMD

Cyndeo Wealth Partners LLC boosted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 173.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,877 shares of the semiconductor manufacturer’s stock after acquiring an additional 5,628 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Advanced Micro Devices were worth $1,436,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its position in Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the last quarter. State Street Corp grew its position in shares of Advanced Micro Devices by 0.8% in the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after buying an additional 581,330 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Advanced Micro Devices by 1.4% during the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock valued at $5,181,556,000 after buying an additional 514,445 shares during the period. Norges Bank purchased a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $3,094,662,000. Finally, Amundi raised its holdings in shares of Advanced Micro Devices by 8.0% during the first quarter. Amundi now owns 17,829,010 shares of the semiconductor manufacturer’s stock valued at $1,677,014,000 after acquiring an additional 1,319,064 shares in the last quarter. 71.34% of the stock is owned by institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

Insider Buying and Selling

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,868 shares of the business’s stock in a transaction on Monday, October 6th. The stock was sold at an average price of $226.01, for a total value of $648,196.68. Following the sale, the senior vice president directly owned 9,033 shares of the company’s stock, valued at approximately $2,041,548.33. The trade was a 24.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the transaction, the executive vice president 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. The SEC filing for this sale provides additional information. Insiders have sold a total of 183,476 shares of company stock worth $40,249,093 over the last three months. 0.06% of the stock is owned by corporate insiders.

Advanced Micro Devices Trading Up 6.2%

NASDAQ:AMD opened at $213.43 on Friday. The firm has a market capitalization of $347.47 billion, a P/E ratio of 105.66, a PEG ratio of 1.58 and a beta of 1.93. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company’s 50-day simple moving average is $229.73 and its 200 day simple moving average is $182.79.

Advanced Micro Devices (NASDAQ:AMD) last announced its 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. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The business had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter last year, the firm earned $0.92 earnings per share. The business’s revenue for the quarter was up 35.6% on a year-over-year basis. As a group, analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

AMD has been the topic of several recent analyst reports. Seaport Res Ptn cut shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Thursday, September 4th. UBS Group raised their target price on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, December 2nd. Rosenblatt Securities reissued a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Wedbush restated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three equities 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 company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $277.06.

About Advanced Micro Devices

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.