Campbell & CO Investment Adviser LLC Invests $1.48 Million in Advanced Micro Devices, Inc. $AMD

Campbell & CO Investment Adviser LLC purchased a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 9,147 shares of the semiconductor manufacturer’s stock, valued at approximately $1,480,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in AMD. ORG Wealth Partners LLC lifted its position in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares in the last quarter. Pinney & Scofield Inc. increased its position in shares of Advanced Micro Devices by 81.0% during 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 during the last quarter. Dogwood Wealth Management LLC lifted its holdings in Advanced Micro Devices by 2,311.1% during the second quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 208 shares during the period. Avion Wealth boosted its position in Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the last quarter. Finally, Signature Resources Capital Management LLC boosted its position in Advanced Micro Devices by 170.4% in the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 138 shares during the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Micro Devices News Summary

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

• Positive Sentiment: TSMC’s huge 2026 CapEx plan ($52–$56B) signals sustained foundry demand that supports AMD’s supply pipeline and long‑run AI chip demand — this underpins upside for AMD’s data‑center and GPU roadmap. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Analysts cite AMD’s data‑center CPUs and mass‑market AI PC strategy as the next growth engine — positive forward guidance and investor expectations around server CPU share gains are lifting sentiment. AMD Data Center CPUs To Fuel Next Growth Cycle, Analysts Say
• Positive Sentiment: Riot Platforms signed a data‑center lease with AMD to deploy 25 MW of critical IT load at a new Rockdale site — a tangible demand win for AMD’s data‑center GPU/AI footprint and a signal of commercial traction in hyperscale deployments. Riot Platforms shares jump 11% after Bitcoin sale funds Texas deal
• Positive Sentiment: Reports that 2026 GPU pricing discussions are favorable helped lift sentiment — better pricing or more stable ASPs for GPUs supports revenue and margin expectations for AMD’s MI/GPU lineup. AMD Stock Jumps on 2026 GPU Pricing Talks
• Neutral Sentiment: Analyst notes and earnings‑beat histories (Zacks, KeyCorp estimates) keep expectations high for another potential beat, but these are forward‑looking and already priced in by some investors. Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Some sell‑side/independent pieces warn of limited near‑term upside (“don’t expect fireworks”), which can temper momentum despite longer‑term AI narrative. Advanced Micro Devices: Don’t Expect Fireworks In The Short-Term
• Negative Sentiment: President Trump’s new 25% tariff on select AI chips (covers some high‑end processors) is a direct headwind for AMD’s MI series in China/exports — this raises near‑term revenue and pricing risk for affected SKUs. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
• Negative Sentiment: Separate coverage notes specific new tariffs hitting AMD’s MI325X (and Nvidia’s H200), which could dent competitiveness and push customers to re‑architect purchases or seek exemptions — a tangible policy risk to watch. Nvidia H200 and AMD MI325X Got Hit With New Tariffs

Advanced Micro Devices Stock Up 1.7%

AMD opened at $231.83 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 market cap of $377.43 billion, a PE ratio of 114.77, a price-to-earnings-growth ratio of 0.97 and a beta of 1.95. 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 company has a 50 day moving average of $218.83 and a 200 day moving average of $195.09.

Advanced Micro Devices (NASDAQ:AMD) last issued its 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. The business 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 business’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.92 EPS. On average, sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Buying and Selling

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction dated Wednesday, November 19th. The shares were 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 of the company’s stock, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, 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 completion of the transaction, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 161,558 shares of company stock valued at $35,461,719. Corporate insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on AMD shares. Raymond James Financial assumed coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price for the company. TD Cowen boosted their price target on shares of Advanced Micro Devices from $270.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Piper Sandler restated an “overweight” rating and set a $280.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. The Goldman Sachs Group lifted their price objective on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Finally, Stifel Nicolaus raised 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 note on Wednesday, November 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average target price of $276.16.

Advanced Micro Devices Company 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.