Advanced Micro Devices, Inc. $AMD Stake Increased by Commonwealth Equity Services LLC

Commonwealth Equity Services LLC raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 657,578 shares of the semiconductor manufacturer’s stock after acquiring an additional 27,044 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Advanced Micro Devices were worth $106,389,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of Advanced Micro Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after purchasing an additional 2,281,508 shares during the last quarter. State Street Corp raised its stake in Advanced Micro Devices by 0.8% during the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after buying an additional 581,330 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Advanced Micro Devices by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after buying an additional 514,445 shares during the last quarter. Norges Bank acquired a new position in shares of Advanced Micro Devices in the 2nd quarter worth approximately $3,094,662,000. Finally, Invesco Ltd. increased its holdings in shares of Advanced Micro Devices by 6.1% in the 2nd quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after acquiring an additional 715,557 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Down 1.1%

AMD opened at $221.08 on Tuesday. The stock’s 50 day moving average price is $225.35 and its 200 day moving average price is $190.56. 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 has a market cap of $359.93 billion, a P/E ratio of 109.45, a P/E/G ratio of 0.95 and a beta of 1.95. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08.

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, topping the consensus estimate of $1.17 by $0.03. The company had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.92 earnings per share. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on AMD shares. Deutsche Bank Aktiengesellschaft set a $235.00 price objective on Advanced Micro Devices and gave the stock a “hold” rating in a research note on Tuesday, October 14th. Cantor Fitzgerald set a $300.00 price target on shares of Advanced Micro Devices in a research report on Tuesday, December 16th. Evercore ISI lifted their price target on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. Bank of America reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, KGI Securities set a $260.00 target price on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a 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 stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices News Summary

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

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 178,358 shares of company stock valued at $39,229,623. Company insiders own 0.06% of the company’s stock.

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.