1776 Wealth LLC Invests $677,000 in Advanced Micro Devices, Inc. $AMD

1776 Wealth LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,185 shares of the semiconductor manufacturer’s stock, valued at approximately $677,000.

A number of other large investors have also recently made changes to their positions in AMD. Brighton Jones LLC boosted its stake in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of 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 worth $758,000 after buying an additional 2,970 shares during the last quarter. MGO One Seven LLC increased its position in Advanced Micro Devices by 29.4% in the 2nd quarter. MGO One Seven LLC now owns 18,340 shares of the semiconductor manufacturer’s stock valued at $2,602,000 after acquiring an additional 4,169 shares during the period. Finally, Vest Financial LLC lifted its position in Advanced Micro Devices by 39.3% during the 2nd quarter. Vest Financial LLC now owns 21,311 shares of the semiconductor manufacturer’s stock worth $3,024,000 after acquiring an additional 6,010 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently commented on AMD. CICC Research upgraded Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research note on Friday, November 7th. Piper Sandler lifted their target price on shares of Advanced Micro Devices from $280.00 to $300.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Morgan Stanley lowered their price objective on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a research note on Thursday, November 20th. They set an “outperform” rating and a $377.00 price target on the stock. Finally, TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $290.11.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Phillip Securities upgraded AMD from “moderate buy” to “strong‑buy,” giving buy‑side momentum and supporting near‑term demand for the shares. Zacks: Phillip Securities Upgrade
• Positive Sentiment: Reports that AMD will adopt LPDDR6 memory for its Medusa Halo chips lifted sentiment because LPDDR6 can improve power/performance in AI/edge and mobile workloads — a tangible product roadmap catalyst. AMD Stock Gains on LPDDR6 Reports
• Positive Sentiment: AMD (with NVIDIA) announced new GPU game bundles aimed at PC gamers — a demand stimulus for discrete GPUs and channel promotions that can help near‑term GPU sell‑through. AMD and Nvidia Court PC Gamers
• Positive Sentiment: Bullish analysis pieces argue AMD’s AI/datacenter inflection is underway, providing a fundamental case for upside if execution continues. AMD’s Inflection Is Here
• Neutral Sentiment: Industry comparison pieces (Broadcom vs. AMD and AMD vs. NVDA) reinforce that AMD is a core AI exposure but that relative performance depends on product mix, margins and datacenter share gains — useful context but not immediate catalysts. Broadcom Vs. AMD
• Neutral Sentiment: Corporate hire: AMD named Ariel Kelman as Chief Marketing Officer — a governance/branding move that may help go‑to‑market execution but is not a near‑term financial driver. AMD Hires Ariel Kelman as CMO
• Negative Sentiment: Investors reacted negatively to Q4 results and modest Q1 guidance: coverage highlighted an ~11% post‑earnings drop as guidance/seasonality concerns weighed on the stock. AMD Plunges 11% Post Q4 Earnings
• Negative Sentiment: Critical research pieces question parts of AMD’s story and raise valuation/execution skepticism — these amplify short‑term selling pressure and cautious positioning. AMD: Something Doesn’t Add Up
• Negative Sentiment: Opinion pieces (e.g., “Sell AMD Stock At $215?”) argue trimming exposure after the recent run and volatility — adds to cautious retail/DIY investor sentiment. Sell AMD Stock At $215?

Advanced Micro Devices Stock Up 0.0%

Advanced Micro Devices stock opened at $213.58 on Thursday. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The company has a 50 day moving average of $221.74 and a 200-day moving average of $205.66. The stock has a market capitalization of $348.22 billion, a PE ratio of 80.60, a price-to-earnings-growth ratio of 0.80 and a beta of 1.94.

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

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 3,277,476 shares in the company, 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 SEC, which is accessible through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 164,000 shares of company stock valued at $36,034,173 over the last quarter. Insiders own 0.06% of the company’s stock.

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.