Eagle Strategies LLC Buys 9,884 Shares of Advanced Micro Devices, Inc. $AMD

Eagle Strategies LLC grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 589.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,560 shares of the semiconductor manufacturer’s stock after buying an additional 9,884 shares during the quarter. Eagle Strategies LLC’s holdings in Advanced Micro Devices were worth $1,870,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Norges Bank purchased a new stake in Advanced Micro Devices in the 2nd quarter worth approximately $3,094,662,000. Kingstone Capital Partners Texas LLC purchased a new stake in shares of Advanced Micro Devices in the second quarter worth $958,422,000. Rafferty Asset Management LLC raised its position in shares of Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after purchasing an additional 2,430,533 shares during the period. Vanguard Group Inc. lifted its stake in shares of 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 buying an additional 2,281,508 shares in the last quarter. Finally, Viking Global Investors LP purchased a new position in shares of Advanced Micro Devices during the 2nd quarter valued at $271,110,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Advanced Micro Devices Trading Up 4.3%

AMD stock opened at $223.47 on Friday. The firm has a fifty day moving average price of $226.12 and a 200 day moving average price of $189.45. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The firm has a market cap of $363.82 billion, a PE ratio of 110.63, a price-to-earnings-growth ratio of 0.95 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31.

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

Insider Buying and Selling

In other news, SVP Ava Hahn sold 2,868 shares of Advanced Micro Devices stock in a transaction that occurred 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 completion of the transaction, the senior vice president owned 9,033 shares in the company, valued at approximately $2,041,548.33. The trade was a 24.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 value of $26,892,500.00. Following the sale, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was a 3.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 181,226 shares of company stock worth $39,877,820. Insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

AMD has been the topic of a number of recent analyst reports. Morgan Stanley reissued an “equal weight” rating and set a $260.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. TD Cowen lifted their target price on Advanced Micro Devices from $270.00 to $290.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Jefferies Financial Group set a $300.00 price target on Advanced Micro Devices and gave the stock a “positive” rating in a research note on Monday, October 6th. Roth Capital reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, Mizuho boosted their target price on shares of Advanced Micro Devices from $275.00 to $285.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AI/datacenter strength — chipmakers kicked off 2026 higher as hyperscalers keep building out AI datacenters, lifting demand expectations for AMD’s data‑center GPUs and CPUs. Chip stocks rally to start 2026 after third-straight winning year
• Positive Sentiment: Upcoming CES keynote by CEO Lisa Su (Jan. 5) is a near-term catalyst — investors expect product/partnership announcements that could reinforce growth narratives. Dear AMD Stock Fans, Mark Your Calendars for January 5
• Positive Sentiment: Market share gains in consumer/gaming CPUs — December Steam survey data showed AMD share up, supporting the firm’s consumer revenue mix and investor optimism about sustained share gains. AMD Stock Jumps as Its Steam CPU Market Share Soars
• Positive Sentiment: Analyst bullishness and high price targets — multiple firms maintain buy/outperform ratings and Wall Street models project further upside for 2026, which supports demand from institutional buyers. AMD Stock Forecast: Top Analysts Predict a 32% Rally in 2026
• Neutral Sentiment: Unusual options activity — scanners flagged heavy call buying across a wide strike range ($140–$280) and “whale” flows, which can amplify intraday moves but also reflect speculative positioning. AMD stock sees unusual options activity as whale calls dominate
• Neutral Sentiment: Social/media buzz on AI leadership — online chatter and condensed sentiment note strong 2025 performance and optimism about AMD’s AI roadmap; useful for sentiment but noisy as a fundamental signal. Advanced Micro Devices Stock (AMD) Opinions on AI Sector Growth
• Neutral Sentiment: Synopsis pieces and market commentary tie today’s move to the above mix — handy summaries for investors tracking catalysts. Why Is Advanced Micro Devices (AMD) Stock Up Today?
• Negative Sentiment: Heavy insider selling — data shows numerous executive sales (multiple senior officers, including the CEO) over recent months with no insider purchases; this can temper confidence and is a watch item for investors. Advanced Micro Devices Stock (AMD) Opinions on AI Sector Growth

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.