Floyd Financial Group LLC Buys New Position in Advanced Micro Devices, Inc. $AMD

Floyd Financial Group LLC bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 7,008 shares of the semiconductor manufacturer’s stock, valued at approximately $1,134,000. Advanced Micro Devices accounts for approximately 0.8% of Floyd Financial Group LLC’s holdings, making the stock its 29th largest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AMD. ORG Wealth Partners LLC increased its stake in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares during the period. Pinney & Scofield Inc. boosted its stake 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 in the last quarter. Dogwood Wealth Management LLC increased its position in shares of Advanced Micro Devices by 2,311.1% during 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 period. Avion Wealth raised its stake 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 worth $30,000 after buying an additional 72 shares in the last quarter. Finally, Signature Resources Capital Management LLC lifted 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 buying an additional 138 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms recently issued reports on AMD. JPMorgan Chase & Co. lifted their target price on Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. UBS Group raised their price objective on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Roth Capital reaffirmed a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Royal Bank Of Canada started coverage on shares of Advanced Micro Devices in a report on Wednesday, January 14th. They issued a “sector perform” rating and a $230.00 target price on the stock. Finally, Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $276.16.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s 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 transaction, the executive vice president owned 300,348 shares in the company, valued at $68,890,820.76. This represents a 6.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 161,558 shares of company stock valued at $35,461,719 in the last 90 days. 0.06% of the stock is currently owned by corporate insiders.

Advanced Micro Devices Trading Up 1.7%

Advanced Micro Devices stock opened at $231.83 on Tuesday. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The firm has a market capitalization of $377.43 billion, a price-to-earnings ratio of 114.77, a P/E/G ratio of 0.97 and a beta of 1.95. The company has a 50 day moving average price of $218.58 and a 200 day moving average price of $196.15.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The company had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. During the same period in the previous year, the business earned $0.92 EPS. The company’s revenue was up 35.6% on a year-over-year basis. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Wells Fargo reiterated an Overweight and named AMD a Top AI pick for 2026, assigning a $345 price target — a large upside signal that supports a higher valuation for AMD’s data‑center roadmap and helps lift investor sentiment. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Strong analyst sentiment around CES AI processor launches and multiple raised price targets (consensus PTs rising toward the $280–$300+ area) is reinforcing demand expectations for AMD’s MI3xx/MI3 platform and boosting momentum into data‑center exposure. Strong Analyst Sentiment on Advanced Micro Devices (AMD) Amid CES AI Processor Launches Despite Nvidia Competition
• Positive Sentiment: Riot Platforms announced a large data‑center lease/AMD partnership (reported as a $1B‑scale deal), signaling real customer demand and potential revenue/capacity commitments for AMD’s AI compute customers — tangible validation of data‑center demand. Riot Platforms stock jumps after $1B AMD AI deal
• Positive Sentiment: Cathie Wood/ARK Invest added to AMD, a high‑profile institutional buy that often amplifies retail/investor interest and signals conviction in AMD’s long‑term AI/data‑center thesis. Cathie Wood Invests $1.1M in AMD Stock. Should You Buy too?
• Neutral Sentiment: Citi maintained a Neutral rating with a $260 target, acknowledging AI growth but warning muted margin leverage — this suggests upside exists but may be capped until clearer margin expansion arrives. Citi Maintains Neutral on AMD With $260 PT as Muted Margin Leverage Tempers AI Growth
• Neutral Sentiment: Macro/sector pieces (quantum‑enabler themes, long‑term forecasts) highlight upside to 2026–2030 if data‑center expansion and post‑quantum demand accelerate, but these are multi‑year catalysts rather than immediate drivers. Quantum Enablers Set for 2026 Breakout: AMD, AVGO, TER in Focus
• Negative Sentiment: U.S. tariff action: reports that certain AMD AI chips face a 25% import tariff add a near‑term margin and pricing risk for some product flows and introduce geopolitical trade uncertainty. As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?
• Negative Sentiment: AMD filed a Form 144 (insider sale notice) ahead of Q4 earnings — insider sales can spook short‑term traders even if routine or pre‑planned. AMD Files Insider Stock Sale Notice Ahead of Q4 Earnings. What Investors Should Know
• Negative Sentiment: Some analysts remain cautious or downgraded (Wall Street Zen to Hold; select analysts arguing “not a buy”), which can limit further multiple expansion until AMD demonstrates consistent margin leverage on AI revenue. Advanced Micro Devices (NASDAQ:AMD) Lowered to “Hold” by Wall Street Zen “Despite Strong Fundamentals, AMD Stock Isn’t a Buy,” Says Top Analyst

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.