Advanced Micro Devices, Inc. $AMD Shares Acquired by Waterfront Wealth Inc.

Waterfront Wealth Inc. boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 58.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,768 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,699 shares during the period. Waterfront Wealth Inc.’s holdings in Advanced Micro Devices were worth $2,066,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AMD. Koesten Hirschmann & Crabtree INC. boosted its stake in Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 61 shares during the period. ORG Wealth Partners LLC raised its position in Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the period. Pinney & Scofield Inc. lifted its stake in Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 85 shares in the last quarter. Avion Wealth boosted its position in shares of 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 buying an additional 72 shares during the period. Finally, Signature Resources Capital Management LLC grew its stake 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 in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Broad AI/chip rally lifted AMD and contributed to SPY’s gains — market rotation back into AI names helped propel AMD higher as investors bought oversold semiconductor shares. SPY is up 1.2% today, on AMD stock price movement
• Positive Sentiment: Cathie Wood/ARK bought the dip — ARK funds and other buyers accumulated AMD after the post‑earnings plunge, providing buying support and signaling conviction among some large active managers. Cathie Wood Just Bought the Dip in AMD Stock. Should You?
• Positive Sentiment: Strategic narrative remains intact — analysis pieces highlighting AMD’s competitive positioning (the “second‑place” AI advantage and strong data center/CPU momentum) have supported the view that the selloff was a near‑term overreaction. Why Second Place Could Be AMD’s Biggest Advantage
• Positive Sentiment: Analysts and price‑target activity — several firms have reaffirmed buy/outperform ratings and some boosted targets after earnings, giving investors fresh upside scenarios (median targets in the high‑two hundreds). Analysts reset AMD stock price target after earnings
• Neutral Sentiment: Research‑note estimate changes — some boutiques (e.g., Northland) have tweaked near‑term EPS assumptions both up and down for FY2026/FY2027; keep watching consensus revisions as guidance is digested.
• Negative Sentiment: China supply/lead‑time issues — Reuters reports AMD (and peers) have warned customers in China about extended CPU lead times, a near‑term operational headwind that could pressure revenue timing. Intel, AMD notify customers in China of lengthy waits for CPUs
• Negative Sentiment: Weak near‑term guidance prompted the earlier crash — management’s Q1 revenue commentary and investor concern over sustainability of AI revenue drove a multi‑day selloff that remains an overhang (volatility likely until guidance clarity returns). Why AMD’s stock dove to its worst day in years after earnings
• Negative Sentiment: Heavy insider selling noted in recent filings — disclosed insider sales have drawn attention and can sap sentiment even as institutions buy the dip.

Wall Street Analysts Forecast Growth

AMD has been the subject of several research reports. China Renaissance started coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price for the company. Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 5th. KGI Securities set a $260.00 price objective on Advanced Micro Devices and gave the stock an “outperform” rating in a research report on Monday, October 13th. Finally, Susquehanna reiterated a “positive” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Friday, October 31st. Twenty-nine investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $290.11.

Insiders Place Their Bets

In other news, EVP Mark D. Papermaster sold 17,108 shares of the business’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 sale, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. The trade was a 0.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction 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 transaction, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 164,000 shares of company stock worth $36,034,173 in the last three months. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Price Performance

Shares of AMD opened at $208.44 on Monday. The firm has a market capitalization of $339.84 billion, a price-to-earnings ratio of 78.66, a PEG ratio of 0.79 and a beta of 1.94. The firm’s fifty day simple moving average is $221.93 and its 200-day simple moving average is $204.89. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.09 earnings per share. Equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.