Exchange Traded Concepts LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 54.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 141,207 shares of the semiconductor manufacturer’s stock after acquiring an additional 49,957 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Advanced Micro Devices were worth $22,846,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AMD. Walker Asset Management LLC purchased a new stake in shares of Advanced Micro Devices in the third quarter valued at about $223,000. TTP Investments Inc. raised its position in shares of Advanced Micro Devices by 2.6% during the 3rd quarter. TTP Investments Inc. now owns 43,139 shares of the semiconductor manufacturer’s stock worth $7,322,000 after purchasing an additional 1,081 shares during the last quarter. Baldwin Wealth Partners LLC MA raised its position in shares of Advanced Micro Devices by 3.6% during the 3rd quarter. Baldwin Wealth Partners LLC MA now owns 5,729 shares of the semiconductor manufacturer’s stock worth $927,000 after purchasing an additional 200 shares during the last quarter. Cherrydale Wealth Management LLC purchased a new stake in Advanced Micro Devices in the 3rd quarter valued at approximately $225,000. Finally, Brighton Jones LLC grew its holdings in Advanced Micro Devices by 4.7% during the 3rd quarter. Brighton Jones LLC now owns 43,088 shares of the semiconductor manufacturer’s stock valued at $6,971,000 after buying an additional 1,927 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.
Key Advanced Micro Devices News
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
Wall Street Analysts Forecast Growth
Insider Transactions at Advanced Micro Devices
In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the transaction, the executive vice president directly owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices 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 completion of the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. The trade was a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 183,476 shares of company stock valued at $40,249,093. Corporate insiders own 0.06% of the company’s stock.
Advanced Micro Devices Trading Up 6.2%
NASDAQ AMD opened at $213.43 on Monday. The company has a 50-day moving average of $229.73 and a 200-day moving average of $183.25. 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 12 month low of $76.48 and a 12 month high of $267.08. The company has a market cap of $347.47 billion, a P/E ratio of 105.66, a P/E/G ratio of 1.58 and a beta of 1.93.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The firm had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. Advanced Micro Devices’s revenue was up 35.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.92 earnings per share. As a group, equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.
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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