Evergreen Capital Management LLC Purchases 3,800 Shares of Advanced Micro Devices, Inc. $AMD

Evergreen Capital Management LLC grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 35.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,602 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,800 shares during the period. Evergreen Capital Management LLC’s holdings in Advanced Micro Devices were worth $2,362,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. ORG Wealth Partners LLC boosted its stake 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 acquiring an additional 46 shares during the period. Pinney & Scofield Inc. lifted its holdings in Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares during the last quarter. Dogwood Wealth Management LLC boosted its position 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 purchasing an additional 208 shares during the period. Avion Wealth boosted its position in Advanced Micro Devices by 49.3% during 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 period. Finally, Signature Resources Capital Management LLC increased its holdings in shares of 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 valued at $35,000 after purchasing an additional 138 shares during the last quarter. 71.34% of the stock is owned by institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

Analyst Ratings Changes

AMD has been the subject of several research analyst reports. DZ Bank raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 target price for the company in a report on Wednesday, October 8th. Roth Capital restated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Stifel Nicolaus upped their target price on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Truist Financial lowered their target price on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a research note on Friday, December 19th. Finally, Deutsche Bank Aktiengesellschaft set a $235.00 price target on Advanced Micro Devices and gave the company a “hold” rating in a research note on Tuesday, October 14th. Three equities 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, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $276.16.

Insider Transactions at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the 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 transaction, the chief executive officer 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the completion of the sale, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 161,558 shares of company stock valued at $35,461,719. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

AMD stock opened at $231.83 on Monday. The company’s 50-day moving average price is $218.83 and its two-hundred day moving average price is $195.49. The firm has a market cap of $377.43 billion, a P/E ratio of 114.77, a P/E/G ratio of 0.97 and a beta of 1.95. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. 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 posted 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 business had revenue of $9.25 billion for the quarter, compared to analyst estimates 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 for the quarter was up 35.6% on a year-over-year basis. During the same quarter last year, the business posted $0.92 EPS. On average, analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

About Advanced Micro Devices

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.