10,419 Shares in Advanced Micro Devices, Inc. $AMD Acquired by Blue Zone Wealth Advisors LLC

Blue Zone Wealth Advisors LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 10,419 shares of the semiconductor manufacturer’s stock, valued at approximately $1,686,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Secured Retirement Advisors LLC purchased a new stake in shares of Advanced Micro Devices in the third quarter valued at about $502,000. Johnson & White Wealth Management LLC acquired a new position in Advanced Micro Devices in the 3rd quarter valued at about $488,000. Independent Wealth Network Inc. boosted its holdings in Advanced Micro Devices by 11.1% in the 3rd quarter. Independent Wealth Network Inc. now owns 3,045 shares of the semiconductor manufacturer’s stock valued at $493,000 after purchasing an additional 304 shares during the last quarter. RFG Holdings Inc. grew its stake in shares of Advanced Micro Devices by 24.1% in the 3rd quarter. RFG Holdings Inc. now owns 12,292 shares of the semiconductor manufacturer’s stock valued at $1,989,000 after buying an additional 2,385 shares during the period. Finally, Enterprise Financial Services Corp increased its holdings in shares of Advanced Micro Devices by 10.1% during the 3rd quarter. Enterprise Financial Services Corp now owns 1,607 shares of the semiconductor manufacturer’s stock worth $260,000 after buying an additional 147 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on AMD. Evercore ISI increased their price objective on Advanced Micro Devices from $270.00 to $283.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. Benchmark increased their price target on Advanced Micro Devices from $270.00 to $325.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Wedbush reissued an “outperform” rating and set a $290.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Deutsche Bank Aktiengesellschaft set a $235.00 target price on shares of Advanced Micro Devices and gave the company a “hold” rating in a research report on Tuesday, October 14th. Finally, Wells Fargo & Company lifted their price target on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, November 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $277.06.

Insider Activity at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the transaction, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 181,226 shares of company stock worth $39,877,820 in the last ninety days. Company insiders own 0.06% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Potential China catalyst — multiple reports point to a possible large MI308 GPU order from Alibaba (and wider China GPU demand) for 2026, which would materially boost AMD’s data‑center revenue if confirmed. A Big China Catalyst Could Be Coming for AMD Stock in 2026
• Positive Sentiment: Analyst optimism and price targets — recent analyst notes are overwhelmingly bullish (multiple “Buy/Outperform” ratings) and the median 6‑month price target cited is ~$283, supporting upside expectations vs. current levels. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
• Positive Sentiment: Institutional accumulation — large managers increased exposure in Q3 (notably UBS AM added ~14.4M shares) and some funds (e.g., Harbor Capital Appreciation Fund) also reported additions, providing demand support. Harbor Capital Appreciation Fund Added Advanced Micro Devices (AMD) in Q3
• Neutral Sentiment: Product roadmap chatter — social media and trade writeups hype upcoming MI350/MI355X and longer‑term MI450 rack‑scale GPUs; promising benchmarks are circulating but commercial wins and volumes remain unconfirmed. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
• Neutral Sentiment: Regulatory/tariff timeline extended — a U.S. delay on China chip tariffs to mid‑2027 reduces near‑term trade friction risk for exports, but full access and scale in China are still uncertain. NVDA, AMD, AVGO: Why China Tariff Delay Could Be a Boost for US Chipmakers
• Negative Sentiment: Heavy insider selling — Quiver shows 61 insider sales in six months (CEO and senior execs among the sellers), which can signal near‑term tax‑ or liquidity‑driven selling and pressures sentiment. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
• Negative Sentiment: Competitive dynamics — Oracle, Nvidia and other ecosystem players are making strategic data‑center and AI plays; market share gains are possible but execution risk and margin competition could cap upside. Forget The Chips: Oracle Wins Phase 2 of AI (AMD)

Advanced Micro Devices Stock Down 0.0%

Shares of NASDAQ AMD opened at $214.80 on Friday. The business has a 50-day moving average of $228.77 and a two-hundred day moving average of $185.06. The company has a market capitalization of $349.69 billion, a price-to-earnings ratio of 106.33, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. 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 (NASDAQ:AMD) last issued its earnings results 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. The business had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The business’s quarterly revenue was up 35.6% on a year-over-year basis. During the same quarter last year, the company earned $0.92 EPS. On average, analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal 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.