Advanced Micro Devices, Inc. $AMD Shares Sold by Americana Partners LLC

Americana Partners LLC decreased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 27.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 10,930 shares of the semiconductor manufacturer’s stock after selling 4,162 shares during the period. Americana Partners LLC’s holdings in Advanced Micro Devices were worth $1,768,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Wise Wealth Partners bought a new stake in shares of Advanced Micro Devices during the 2nd quarter worth about $343,000. Waterfront Wealth Inc. bought a new position in shares of Advanced Micro Devices in the second quarter valued at approximately $1,145,000. Global Retirement Partners LLC acquired a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $4,519,000. Cornercap Investment Counsel Inc. raised its holdings in Advanced Micro Devices by 43.3% during the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after purchasing an additional 3,702 shares in the last quarter. Finally, Swiss National Bank raised its holdings in Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after purchasing an additional 341,000 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on AMD shares. Wall Street Zen lowered Advanced Micro Devices from a “buy” rating to a “hold” rating in a research note on Sunday. Wells Fargo & Company upped their price objective on Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, November 12th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Bank of America reiterated a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, Wedbush reissued an “outperform” rating and issued a $290.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $276.16.

Insider Activity at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the sale, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices 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 sale, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 164,000 shares of company stock worth $36,034,173 over the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Reports that Meta will buy more AI chips from AMD lifted bullish expectations for near-term data-center demand and revenue upside. AMD stock jumps on reports of an AI chip deal with Meta
• Positive Sentiment: Riot Platforms disclosed a multi‑year lease with AMD at its Rockdale, TX site (initial 25 MW, option to 200 MW), implying multi‑hundred‑million dollars in potential contract revenue and validating AMD’s need for dedicated data‑center capacity. This is read as tangible revenue/infra support for AMD’s data‑center roadmap. Riot Platforms: A $311M AMD Deal Changes the HPC Game
• Positive Sentiment: AMD added former Accenture CFO KC McClure to its board, strengthening financial oversight and signaling governance support as the company scales AI and data‑center investments. That appointment reduces execution/governance risk in investors’ view. AMD Appoints KC McClure to Board of Directors
• Positive Sentiment: Wall Street bullishness persists (notably Wells Fargo and several boutiques raising targets and reiterating Overweight/Outperform views), supporting upside expectations ahead of Q4 results and the MI450 GPU ramp. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Neutral Sentiment: Market commentary (Fool/MarketBeat/Forbes) frames 2026 as a potential turnaround year if MI450 execution and data‑center deals scale — bullish narrative but still dependent on execution and guidance in upcoming earnings. AMD’s AI Comeback: Why 2026 Could Be the Turnaround Year
• Negative Sentiment: Insider selling has accelerated (recent Form 4 / Form 144 filings and a disclosed sale by SVP Ava Hahn), which can spook some investors ahead of earnings despite the company’s broader positive narrative. SEC Form 4 disclosure
• Negative Sentiment: Policy/headline risk: a reported 25% tariff on certain MI325x chip imports could pressure gross margins or order timing for some SKUs if enacted or broadened — a macro/regulatory downside to watch. Tariff coverage on MI325x chips
• Negative Sentiment: Some analysts remain cautious or have trimmed ratings, warning that valuation already reflects significant AI/data‑center upside — caution ahead of AMD’s Feb. earnings/guidance release. Analyst caution on AMD valuation

Advanced Micro Devices Stock Up 0.0%

Shares of AMD stock opened at $231.92 on Wednesday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The firm has a market cap of $377.58 billion, a PE ratio of 114.81, a price-to-earnings-growth ratio of 0.97 and a beta of 1.95. The stock has a 50 day moving average of $218.47 and a 200-day moving average of $196.82.

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, topping analysts’ consensus estimates 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 business had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. During the same quarter in the previous year, the firm posted $0.92 earnings per share. Advanced Micro Devices’s revenue was up 35.6% compared to the same quarter last year. On average, equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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.