Benjamin Edwards Inc. Boosts Stake in Advanced Micro Devices, Inc. $AMD

Benjamin Edwards Inc. lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 26.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 42,601 shares of the semiconductor manufacturer’s stock after purchasing an additional 8,880 shares during the period. Benjamin Edwards Inc.’s holdings in Advanced Micro Devices were worth $6,892,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Pinney & Scofield Inc. raised its holdings in Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 85 shares in the last quarter. Dogwood Wealth Management LLC increased its position 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 valued at $30,000 after purchasing an additional 208 shares during the last quarter. Avion Wealth increased its position 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 valued at $30,000 after purchasing an additional 72 shares during the last quarter. West Branch Capital LLC lifted its position in shares of Advanced Micro Devices by 3,057.1% during the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after purchasing an additional 214 shares during the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Advanced Micro Devices during the 2nd quarter worth $34,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

AMD has been the topic of a number of analyst reports. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Truist Financial cut their target price on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a research report on Friday, December 19th. Bank of America reaffirmed a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Roth Capital reissued a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices Trading Down 0.7%

NASDAQ:AMD opened at $203.17 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. 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 stock’s 50 day simple moving average is $221.33 and its 200-day simple moving average is $191.90. The firm has a market cap of $330.77 billion, a P/E ratio of 100.58, a PEG ratio of 0.87 and a beta of 1.95.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results 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 during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the company earned $0.92 earnings per share. Equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Long‑term upside thesis remains intact — The Motley Fool argues AMD’s recovery and AI exposure support multi‑year gains, reinforcing a growth narrative that can attract buy‑and‑hold investors. Where Will AMD Stock Be in 5 Years?
• Positive Sentiment: Third‑party partnerships and CES showcases boost AI credibility — A GlobeNewswire release highlights KunlunMeta’s partnership with AMD at CES, signaling customer interest in AMD accelerators for Chinese AI stacks. Partnerships like this underwrite revenue opportunities in data‑center inference. KunlunMeta Partners with AMD to Shine at CES
• Positive Sentiment: Analysts and market roundup highlight AMD as an AI leader — Weekly market reviews that call out Nvidia and AMD focus investor attention on AMD’s role in the AI infrastructure buildout, supporting demand expectations for MI‑series chips. Stock Market Rallies Broadly To Highs; Nvidia, AMD, Bloom Energy In Focus: Weekly Review
• Neutral Sentiment: CES generated broad AI/robotics headlines but mixed investor reaction — CNBC covered CES robot and AI demos that included AMD; media buzz raises profile but doesn’t guarantee immediate orders or margins. Humanoid robots take over CES in Las Vegas as tech industry touts future of AI
• Neutral Sentiment: Analyst/opinion pieces debate valuation after pullback — Several articles (Seeking Alpha, Yahoo Finance, Zacks) discuss whether a recent pullback leaves AMD attractively priced given a lofty P/E and high growth expectations; these pieces can support both buy and wait‑and‑see positions. AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
• Negative Sentiment: Profit‑taking and sentiment‑driven selling after CES announcements — Coverage notes a short‑term slide as investors rotate out after a big 2025 run; some traders view the CES reveal as underwhelming versus lofty expectations. Why is AMD stock plunging sharply on Thursday?
• Negative Sentiment: Insider selling and noisy social sentiment add caution — Aggregated commentary and data show heavy insider sales and mixed social media reaction to the MI450/Helios launches, which can amplify short‑term downside risk even if fundamentals remain strong. Advanced Micro Devices Stock (AMD) Opinions on CES 2026 Announcements
• Negative Sentiment: Debate on whether MI‑series hype is priced in — Critical pieces ask if MI450/Helios announcements represent a true breakout or mostly hype, raising execution and competitive risk concerns that could pressure the stock if adoption timelines slip. Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios?

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction 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 completion of the transaction, the executive vice president owned 300,348 shares of the company’s stock, valued at $68,890,820.76. The trade was a 6.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 178,358 shares of company stock worth $39,229,623 over the last 90 days. 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.