Beirne Wealth Consulting Services LLC Takes $462,000 Position in Advanced Micro Devices, Inc. $AMD

Beirne Wealth Consulting Services LLC acquired a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 2,854 shares of the semiconductor manufacturer’s stock, valued at approximately $462,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Koesten Hirschmann & Crabtree INC. boosted its position in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 61 shares during the period. ORG Wealth Partners LLC raised its stake in Advanced Micro Devices by 39.7% during the 3rd 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 last quarter. Pinney & Scofield Inc. boosted its holdings in Advanced Micro Devices by 81.0% in 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 during the period. Avion Wealth grew its position in 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 purchasing an additional 72 shares during the last quarter. Finally, Signature Resources Capital Management LLC grew its position in Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 138 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Wall Street bullish — several analyst notes argue AMD has roughly 40% upside thanks to accelerating data-center and PC demand, underpinning renewed buy-side conviction. Read More.
• Positive Sentiment: Strategic India expansion — AMD and Tata Consultancy Services (TCS) will deploy a 200MW Helios rack-scale AI architecture in India to support large-scale AI training/inference for enterprises and sovereign AI initiatives, broadening AMD’s addressable AI market outside the U.S. Read More.
• Positive Sentiment: Deepening Tata alliance — coverage highlights AMD’s push to challenge NVIDIA in India via a deeper AI alliance with Tata, which could accelerate adoption of AMD inference/training platforms in a fast-growing market. Read More.
• Positive Sentiment: Analyst upgrades / consensus — AMD received a DA Davidson upgrade and an overall “moderate buy” consensus from analysts, supporting momentum in the stock. Upgrades can attract flows and lift short-term sentiment. Read More.
• Positive Sentiment: Institutional & thematic interest — inclusion in AI stock roundups and ownership by sustainability-focused funds highlights demand from thematic and ESG investors who favor AMD for digital infrastructure exposure. Read More.
• Neutral Sentiment: Comparative analysis — industry write-ups compare AMD vs. peers (e.g., Navitas, NVIDIA), noting AMD’s strong data-center growth and valuation dynamics; useful context but not an immediate catalyst. Read More.
• Neutral Sentiment: Short-interest data appears to be an anomaly — a reported “increase” showed zero shares and NaN changes, indicating a likely reporting error; no clear short-squeeze signal from this data. (data item)
• Negative Sentiment: Insider selling — CEO insider sales totaling roughly $26.8M were reported; while insider sales don’t always indicate long-term trouble, they can weigh on near-term sentiment and be used by bears as a caution. Read More.

Advanced Micro Devices Stock Performance

Shares of NASDAQ:AMD opened at $207.32 on Tuesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The business’s fifty day moving average price is $221.05 and its two-hundred day moving average price is $206.50. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The stock has a market capitalization of $338.02 billion, a price-to-earnings ratio of 78.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last issued 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 company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.09 EPS. As a group, analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Loop Capital set a $290.00 target price on shares of Advanced Micro Devices and gave the company a “buy” rating in a research note on Wednesday, November 5th. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. KeyCorp upped their target price on Advanced Micro Devices from $270.00 to $300.00 and gave the company an “overweight” rating in a research note on Wednesday, February 4th. Finally, Morgan Stanley reduced their target price on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $288.17.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. 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 Advanced Micro Devices stock in a transaction that occurred 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 $68,890,820.76. This trade represents a 6.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 291,342 shares of company stock worth $62,938,155 over the last ninety days. Corporate insiders own 0.06% of the company’s stock.

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.