Dynasty Wealth Management LLC Acquires Shares of 9,405 Advanced Micro Devices, Inc. $AMD

Dynasty Wealth Management LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,405 shares of the semiconductor manufacturer’s stock, valued at approximately $1,522,000.

A number of other hedge funds also recently made changes to their positions in AMD. Brighton Jones LLC boosted its position in shares of Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC lifted its position in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares during the last quarter. ABLE Financial Group LLC purchased a new position in shares of Advanced Micro Devices in the 2nd quarter worth $200,000. Finally, Clear Harbor Asset Management LLC increased its holdings in shares of Advanced Micro Devices by 16.8% in the 2nd quarter. Clear Harbor Asset Management LLC now owns 9,030 shares of the semiconductor manufacturer’s stock worth $1,281,000 after buying an additional 1,296 shares during the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of the company’s 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 transaction, the executive vice president directly owned 1,714,505 shares in the company, valued at $411,686,940.60. This represents a 0.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s 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 transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 164,000 shares of company stock valued at $36,034,173 in the last quarter. Corporate insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on AMD. Morgan Stanley restated an “equal weight” rating and set a $260.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. KGI Securities set a $260.00 price objective on Advanced Micro Devices and gave the company an “outperform” rating in a research report on Monday, October 13th. JPMorgan Chase & Co. raised their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, November 5th. Bank of America reiterated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Robert W. Baird set a $300.00 price target on Advanced Micro Devices in a report on Wednesday, November 5th. Three 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 stock. According to data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $276.16.

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 Performance

Shares of Advanced Micro Devices stock opened at $231.92 on Wednesday. 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 stock’s fifty day moving average is $218.47 and its two-hundred day moving average is $196.82. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a market capitalization 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.

Advanced Micro Devices (NASDAQ:AMD) last released its 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 business 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 business’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period last year, the company earned $0.92 earnings per share. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share 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.