Advanced Micro Devices, Inc. $AMD Stock Holdings Boosted by Sowell Financial Services LLC

Sowell Financial Services LLC lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 20.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,334 shares of the semiconductor manufacturer’s stock after buying an additional 3,729 shares during the period. Sowell Financial Services LLC’s holdings in Advanced Micro Devices were worth $3,613,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Pinney & Scofield Inc. lifted its holdings in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 85 shares during the last quarter. Dogwood Wealth Management LLC grew its stake in shares of Advanced Micro Devices by 2,311.1% in the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 208 shares during the last quarter. Avion Wealth raised its holdings in shares of Advanced Micro Devices by 49.3% in the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares in the last quarter. Signature Resources Capital Management LLC lifted its stake in Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after purchasing an additional 138 shares during the last quarter. Finally, West Branch Capital LLC boosted its holdings in Advanced Micro Devices by 3,057.1% during the second quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after buying an additional 214 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Trading Down 0.0%

NASDAQ:AMD opened at $214.99 on Monday. The stock has a market cap of $350.01 billion, a PE ratio of 106.43, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week 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. The stock’s 50-day moving average is $228.40 and its two-hundred day moving average is $186.60.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping the consensus estimate of $1.17 by $0.03. The business had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period last year, the company posted $0.92 earnings per share. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on AMD shares. UBS Group increased their price objective on Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Wedbush reaffirmed an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 22nd. Wells Fargo & Company lifted their price target on Advanced Micro Devices from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 12th. Finally, Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Key Advanced Micro Devices News

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

• Positive Sentiment: Top investor comments and bullish analyst notes say more upside is likely as AI demand and product cadence accelerate — a sentiment driver for momentum investors. More to come, says top investor about Advanced Micro Devices stock
• Positive Sentiment: Analysts/coverage reiterations highlight China demand as a key catalyst if export restrictions ease — this would reopen a large pre-2025 revenue market for AMD and is underpinning recent upgrades and bullish models. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Positive Sentiment: MarketBeat highlights AMD’s upcoming MI450 rack-scale AI GPU lineup as a potential game-changer versus NVIDIA’s incumbent rack-scale solutions — investors are pricing in multi-quarter revenue acceleration from that launch. Advanced Micro Devices on the Brink of a Seismic Shift (MarketBeat)
• Positive Sentiment: Several bullish deep-dive pieces (Seeking Alpha) argue AMD has technical and architectural advantages for AI inference and longer-term AI competitiveness — these narratives support higher multiple expansion among growth investors. AMD: The Physics Of Inference Favors The Underdog AMD: Two Masked Advantages For The Future AI Superiority AMD: I Was Wrong (Rating Upgrade)
• Positive Sentiment: Several outlets note that analysts’ consensus rating sits around “Moderate Buy” / “Outperform,” reflecting broad analyst confidence that near-term AI tailwinds and improved margins justify premium multiples. Advanced Micro Devices, Inc. Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Media/specialist pieces predict large upside in 2026 tied to U.S. policy changes that would allow sales of advanced AI chips to China — a high-impact but politically contingent catalyst that could materially boost revenue if realized. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Yahoo) Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Fool)
• Neutral Sentiment: Coverage questioning valuation given ~76% YTD gain: pieces encourage investors to weigh strong execution/AI upside against a high P/E and near-term cyclicality — important for risk/timing decisions but not a clear directional catalyst. Advanced Micro Devices (AMD) up more than 76% YTD, is it still a buy?
• Negative Sentiment: At least one shop (Wall Street Zen) moved to a “Hold” — a reminder some analysts see limited near-term upside or rising risk given valuation; downgrades can pressure the stock if they prompt portfolio rebalancing. Advanced Micro Devices (NASDAQ:AMD) Downgraded to “Hold” Rating by Wall Street Zen

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated 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 $68,890,820.76. This represents a 6.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the sale, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 181,226 shares of company stock valued at $39,877,820. 0.06% of the stock is owned by insiders.

Advanced Micro Devices 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.