Dakota Wealth Management Acquires 8,932 Shares of Advanced Micro Devices, Inc. $AMD

Dakota Wealth Management raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 24.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 44,978 shares of the semiconductor manufacturer’s stock after buying an additional 8,932 shares during the period. Dakota Wealth Management’s holdings in Advanced Micro Devices were worth $7,277,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. ORG Wealth Partners LLC increased its position in shares of 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 acquiring an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. grew its stake in 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 purchasing an additional 61 shares in the last quarter. Pinney & Scofield Inc. increased its position in shares of Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 85 shares during the last quarter. Evolution Wealth Management Inc. bought a new stake in shares of Advanced Micro Devices during the 2nd quarter worth approximately $34,000. Finally, Signature Resources Capital Management LLC boosted its holdings in shares of 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 valued at $35,000 after buying an additional 138 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Trading Up 8.8%

Shares of AMD stock opened at $213.84 on Wednesday. The firm has a 50 day moving average price of $219.55 and a two-hundred day moving average price of $207.81. 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 market capitalization of $348.65 billion, a PE ratio of 80.69, a price-to-earnings-growth ratio of 0.74 and a beta of 1.94. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08.

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 company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.09 earnings per share. As a group, analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 271,892 shares of company stock worth $58,476,908 in the last 90 days. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Huge multi‑year customer win: Meta committed to deploy up to 6GW of AMD GPUs across multiple generations, potentially worth tens of billions and giving Meta an option on a stake in AMD — clear commercial validation for AMD’s MI450 / Helios roadmap. AMD clinches second mega chip supply deal, this time with Meta (Reuters)
• Positive Sentiment: Strategic significance versus Nvidia: the Meta deal — coming after Meta’s expanded Nvidia tie — signals hyperscalers are diversifying suppliers, boosting AMD’s market positioning in AI infrastructure. Meta strikes up to $100B AMD chip deal (TechCrunch)
• Positive Sentiment: Analyst / institutional momentum: sell‑side and some shops reiterated bullish views (Evercore cited the Meta deal and OpenAI ties when keeping a positive stance), supporting upgrades and higher targets. AMD Buy Rating Driven by Underappreciated Meta 6GW AI Accelerator Deal (TipRanks)
• Neutral Sentiment: Macro and market context helped the move — broad tech rebound and heavy trading around AI names and Nvidia’s upcoming earnings amplified AMD flows. Nasdaq Bounces Back After AMD‑Meta Deal (WSJ)
• Neutral Sentiment: High volumes and many differing deal‑size reports (estimates vary across outlets); real revenue recognition will be gradual over multiple years — watch execution and timing. $AMD stock is up 6% today — data snapshot (QuiverQuant)
• Negative Sentiment: Warrant / dilution concerns: some coverage flagged the equity option terms embedded in the deal (potential stake purchase mechanics and warrant pricing), which could raise dilution or governance questions depending on final terms. AMD stock surges after AI chip deal with Meta — worries about warrants (MSN)
• Negative Sentiment: Valuation and “buy the news” risk: some commentators warn the rally may be front‑loaded and that execution, margins on rack‑scale products, and competitive responses (pricing/scale from Nvidia) are the next tests. AMD: A Rare Case Of Buying The News (Seeking Alpha)

Analyst Ratings Changes

A number of equities analysts recently weighed in on AMD shares. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Morgan Stanley lowered their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 4th. DA Davidson raised shares of Advanced Micro Devices to a “hold” rating in a report on Friday, February 13th. Wells Fargo & Company reiterated an “overweight” rating and set a $345.00 price target on shares of Advanced Micro Devices in a report on Friday, January 30th. Finally, Barclays reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $289.83.

About Advanced Micro Devices

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.