AlphaCore Capital LLC Buys 3,281 Shares of Advanced Micro Devices, Inc. $AMD

AlphaCore Capital LLC raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 64.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,386 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,281 shares during the quarter. AlphaCore Capital LLC’s holdings in Advanced Micro Devices were worth $1,357,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of AMD. ORG Wealth Partners LLC lifted its holdings 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 worth $26,000 after purchasing an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. increased its position in Advanced Micro Devices by 61.0% during the 3rd 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. Pinney & Scofield Inc. lifted its holdings in shares of 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 buying an additional 85 shares in the last quarter. Evolution Wealth Management Inc. acquired a new stake in shares of Advanced Micro Devices during the second quarter worth $34,000. Finally, Signature Resources Capital Management LLC boosted its position 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 acquiring an additional 138 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on AMD shares. Mizuho raised their price target on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday. Wells Fargo & Company reaffirmed an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a report on Friday, January 30th. Benchmark reiterated a “buy” rating and issued a $325.00 price target on shares of Advanced Micro Devices in a research report on Wednesday. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Finally, Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $290.53.

Insiders Place Their Bets

In other news, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This represents a 3.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 271,892 shares of company stock valued at $58,476,908 in the last 90 days. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Meta agreed to deploy up to 6 gigawatts of AMD Instinct GPUs (deal value headlines as high as ~$100B potential over time), which materially boosts AMD’s data‑center revenue runway and reduces hyperscaler reliance on a single supplier. Meta strikes up to $100B AMD chip deal
• Positive Sentiment: Analysts reacted by raising price targets and maintaining buy/overweight views (Goldman, Mizuho, Benchmark and others issued hikes or reiterated bullish calls), supporting the bull case that the Meta deal and AI demand justify re‑rating. Cracking the Chip Monopoly: Meta Invests in AMD Chips
• Positive Sentiment: AMD is making ecosystem moves with partners — announced investment/partnership with Nutanix (including a $150M AMD purchase of Nutanix stock) and customers like Supermicro launching EPYC‑powered high‑density platforms — which help translate chip wins into platform traction. AMD to Buy $150 Million of Nutanix Stock
• Neutral Sentiment: Smaller ecosystem updates: a few startups and tiny public companies (e.g., Avalon GloboCare) joined AMD programs — positive for ecosystem breadth but immaterial to AMD’s top‑line near term. Avalon GloboCare Joins AMD AI Developer Program
• Negative Sentiment: Sector rotation after Nvidia’s strong quarter and outlook prompted a pullback in other chip names; investors are questioning whether hyperscalers will sustain previously assumed AI spend levels, which has pressured AMD alongside peers. Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings
• Negative Sentiment: Reports of investor doubts about OpenAI/hyperscaler spending and execution/timing risks for AMD’s MI450/MI350 ramp amplified profit‑taking after a strong run — a core driver of today’s downside pressure. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans
• Negative Sentiment: High reported insider selling and large institutional position moves (per social/alternative‑data summaries) are being cited by some traders as a bearish signal on near‑term sentiment. QuiverQuant: Opinions on AMD Meta AI Chip Deal

Advanced Micro Devices Trading Down 3.4%

Shares of Advanced Micro Devices stock opened at $203.68 on Friday. The firm has a market capitalization of $332.08 billion, a PE ratio of 76.86, a price-to-earnings-growth ratio of 0.79 and a beta of 1.94. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm’s 50 day moving average is $219.86 and its 200 day moving average is $207.80. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted 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. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter in the previous year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% on a year-over-year basis. Equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share 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.