Advanced Micro Devices, Inc. $AMD Shares Acquired by Chicago Capital LLC

Chicago Capital LLC boosted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 13.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 112,750 shares of the semiconductor manufacturer’s stock after acquiring an additional 13,666 shares during the quarter. Chicago Capital LLC’s holdings in Advanced Micro Devices were worth $18,242,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Robeco Institutional Asset Management B.V. increased its position in Advanced Micro Devices by 76.1% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 385,959 shares of the semiconductor manufacturer’s stock worth $62,444,000 after purchasing an additional 166,751 shares in the last quarter. Keystone Wealth Services LLC lifted its position in Advanced Micro Devices by 5.6% during the third quarter. Keystone Wealth Services LLC now owns 8,772 shares of the semiconductor manufacturer’s stock valued at $1,419,000 after buying an additional 467 shares in the last quarter. KG&L Capital Management LLC grew its stake in Advanced Micro Devices by 15.6% during the third quarter. KG&L Capital Management LLC now owns 41,054 shares of the semiconductor manufacturer’s stock worth $6,642,000 after buying an additional 5,544 shares during the period. CWA Asset Management Group LLC increased its position in shares of Advanced Micro Devices by 15.0% in the third quarter. CWA Asset Management Group LLC now owns 14,141 shares of the semiconductor manufacturer’s stock worth $2,288,000 after acquiring an additional 1,842 shares in the last quarter. Finally, Kercheville Advisors LLC raised its stake in shares of Advanced Micro Devices by 43.4% in the 3rd quarter. Kercheville Advisors LLC now owns 17,710 shares of the semiconductor manufacturer’s stock valued at $2,865,000 after acquiring an additional 5,360 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: OEM design win: Acer unveiled the Veriton RA100 AI mini workstation built on AMD Ryzen AI Max+ 395 processors — a visible OEM endorsement for AMD’s AI client chips that could help drive unit shipments and enterprise adoption. Acer Introduces the Veriton RA100 AI Mini Workstation
• Positive Sentiment: CES leadership spotlight: AMD CEO Lisa Su is scheduled to speak at CES alongside other industry leaders — market hopes for AI/datacenter announcements can lift sentiment if AMD outlines clear roadmap or new partnerships. AI Stocks Are in Focus as Nvidia’s Huang, AMD CEO Su Set to Speak at CES Event
• Positive Sentiment: Improving mindshare vs. Nvidia: Data commentary indicating AMD’s web traffic and interest rising toward Nvidia suggests improving competitive positioning in AI/graphics narratives — supports the “second place” investment case if product momentum continues. AMD’s “Catch Up” to NVDA
• Neutral Sentiment: Market context: Coverage notes AMD fell while broader markets gained, indicating today’s move may reflect stock-specific profit-taking and CES positioning rather than a fresh fundamental shock. Monitor comments from Su’s keynote for a directional catalyst. Advanced Micro Devices (AMD) Stock Sinks As Market Gains
• Neutral Sentiment: CES broader coverage: Multiple previews highlight CES as a focal point for AI-at-the-edge narratives — could amplify volatility around AMD depending on announcements from peers (NVIDIA, partners). What To Expect At CES 2026
• Negative Sentiment: Memory cost pressure and potential GPU price hikes: Reports say rising memory prices may push AMD (and Nvidia) to raise GPU prices in Q1 — could boost ASPs/margins but risks reducing consumer/demand elasticity and slowing unit growth. Watch guidance and channel checks. Rising memory prices set to push up Nvidia and AMD GPU costs
• Negative Sentiment: Expectation risk: Analyst/commentary warns that investor expectations for AMD are very high — any CES commentary that’s incremental rather than transformational could trigger downside as sentiment reverts. Having Expectations This High For Underdog AMD Is A Bad Idea

Advanced Micro Devices Stock Down 1.1%

AMD stock opened at $221.08 on Tuesday. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The firm has a 50 day simple moving average of $225.35 and a 200-day simple moving average of $190.56. The company has a market capitalization of $359.93 billion, a P/E ratio of 109.45, a PEG ratio of 0.95 and a beta of 1.95. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The firm had revenue of $9.25 billion for 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%. The firm’s revenue was up 35.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.92 EPS. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices 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 completion of the transaction, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s 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 completion of the sale, the chief executive officer directly 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 178,358 shares of company stock valued at $39,229,623. Insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

AMD has been the subject of a number of research reports. Stifel Nicolaus upped their price target on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. HSBC boosted their price objective on Advanced Micro Devices from $185.00 to $310.00 and gave the stock a “buy” rating in a research note on Wednesday, October 15th. Raymond James Financial began coverage on Advanced Micro Devices in a report on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price on the stock. Cantor Fitzgerald set a $300.00 price target on Advanced Micro Devices in a research report on Tuesday, December 16th. Finally, KGI Securities set a $260.00 price objective on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research report on Monday, October 13th. Three investment 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’s stock. Based on data from MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

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.