Anfield Capital Management LLC grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 177,925.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,242 shares of the semiconductor manufacturer’s stock after acquiring an additional 14,234 shares during the period. Anfield Capital Management LLC’s holdings in Advanced Micro Devices were worth $2,304,000 at the end of the most recent quarter.
Other large investors have also recently added to or reduced their stakes in the company. ORG Wealth Partners LLC raised its stake in shares of 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 buying an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. grew its holdings 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 acquiring an additional 61 shares during the period. Pinney & Scofield Inc. raised its position in Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares in the last quarter. Evolution Wealth Management Inc. purchased a new position in Advanced Micro Devices in the second quarter worth $34,000. Finally, Signature Resources Capital Management LLC lifted its holdings in 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 owned by hedge funds and other institutional investors.
Insider Buying and Selling
In related news, CEO Lisa T. Su sold 125,000 shares of the business’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 sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is owned by company insiders.
Advanced Micro Devices News Roundup
- Positive Sentiment: Huge Meta GPU commitment gives AMD a meaningful multi‑year revenue opportunity (reported as up to $100B potential, tied to a 6GW buildout and performance warrants) — this deal underpins the recent rally and longer‑term AI exposure. Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
- Positive Sentiment: Wall Street responded with upgraded price targets and reiterated Buy ratings (examples: Mizuho, Goldman Sachs, Benchmark), supporting upside expectations even as volatility persists. Mizuho Increases Advanced Micro Devices (NASDAQ:AMD) Price Target to $280.00
- Positive Sentiment: Strategic partnership with Nutanix (and a related AMD investment) expands AMD’s enterprise AI ecosystem and could accelerate customer deployments of AMD CPUs/GPUs in data‑center stacks. AMD and Nutanix Announce Strategic Partnership to Build Open AI Infrastructure Platform
- Neutral Sentiment: Smaller ecosystem news (e.g., Avalon GloboCare accepted into AMD’s AI developer program) highlights partner demand but has limited direct financial impact on AMD today. Avalon subsidiary accepted into AMD AI developer program
- Neutral Sentiment: Analyst coverage and commentaries are active (TipRanks, MarketBeat, Seeking Alpha pieces) — consensus remains bullish longer‑term but views on timing and valuation vary, keeping near‑term trading choppy. Where Do Analysts Stand on AMD Stock?
- Negative Sentiment: Sector volatility after Nvidia’s earnings and investor skepticism about major AI customers’ near‑term spend (notably questions around OpenAI) pressured chip peers including AMD — profit‑taking followed the earlier premarket surge. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans Amid Revenue Concerns
- Negative Sentiment: Analysts and industry pieces also note execution and capacity limits for hyperscalers (and questions about Meta’s in‑house plans), which could temper how quickly large GPU commitments translate into revenue. Meta’s Chip Dreams Face Hard Limits
Wall Street Analysts Forecast Growth
A number of equities analysts have recently issued reports on AMD shares. UBS Group set a $310.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Rosenblatt Securities reiterated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. Finally, JPMorgan Chase & Co. raised their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, November 5th. One equities research 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. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.
View Our Latest Stock Analysis on AMD
Advanced Micro Devices Price Performance
Advanced Micro Devices stock opened at $200.21 on Friday. The stock has a market capitalization of $326.42 billion, a P/E ratio of 75.55, a P/E/G ratio of 0.77 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. 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 firm’s 50-day moving average is $219.59 and its two-hundred day moving average is $207.99.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices’s revenue was up 34.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.09 earnings per share. Equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.
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.
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