Dumont & Blake Investment Advisors LLC Invests $863,000 in Advanced Micro Devices, Inc. $AMD

Dumont & Blake Investment Advisors LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 5,333 shares of the semiconductor manufacturer’s stock, valued at approximately $863,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake 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 in the last quarter. State Street Corp raised its stake 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 in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Advanced Micro Devices by 1.4% in 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 bought a new position in Advanced Micro Devices during the second quarter valued at about $3,094,662,000. Finally, Amundi grew its holdings in Advanced Micro Devices by 8.0% during the first quarter. Amundi now owns 17,829,010 shares of the semiconductor manufacturer’s stock worth $1,677,014,000 after acquiring an additional 1,319,064 shares during the period. Institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Ava Hahn sold 2,868 shares of the stock in a transaction dated Monday, October 6th. The stock was sold at an average price of $226.01, for a total value of $648,196.68. Following the completion of the sale, the senior vice president directly owned 9,033 shares of the company’s stock, valued at approximately $2,041,548.33. This represents a 24.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated 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 owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 181,226 shares of company stock valued at $39,877,820 over the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Down 0.0%

Shares of NASDAQ:AMD opened at $214.99 on Monday. The firm has a 50 day simple moving average of $228.40 and a 200 day simple moving average of $186.60. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. 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 $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 (NASDAQ:AMD) last posted 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. The firm had revenue of $9.25 billion for 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 company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.92 EPS. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on AMD shares. Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Sanford C. Bernstein reiterated a “market perform” rating and issued a $200.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Wells Fargo & Company increased their target price on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, November 12th. Roth Capital restated a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, Raymond James Financial assumed coverage on Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target on the stock. 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. Based on data from MarketBeat, the stock has an average 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: 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

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.