Brookstone Capital Management Has $21.56 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Brookstone Capital Management reduced its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 100,659 shares of the semiconductor manufacturer’s stock after selling 10,035 shares during the quarter. Brookstone Capital Management’s holdings in Advanced Micro Devices were worth $21,557,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the stock. Impax Asset Management Group plc increased its position in Advanced Micro Devices by 326.5% during the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after buying an additional 39,861 shares during the period. Zweig DiMenna Associates LLC boosted its position in shares of Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after acquiring an additional 40,708 shares during the period. Wedbush Securities Inc. boosted its position in shares of Advanced Micro Devices by 7.8% in the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock valued at $13,632,000 after acquiring an additional 6,095 shares during the period. William Blair Investment Management LLC grew its stake in shares of Advanced Micro Devices by 72.5% in the third quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer’s stock valued at $169,426,000 after acquiring an additional 440,296 shares in the last quarter. Finally, Wisconsin Capital Management LLC grew its stake in shares of Advanced Micro Devices by 77.7% in the third quarter. Wisconsin Capital Management LLC now owns 25,111 shares of the semiconductor manufacturer’s stock valued at $4,063,000 after acquiring an additional 10,982 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the sale, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the transaction, the senior vice president owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 239,392 shares of company stock valued at $50,016,383 in the last three months. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

AMD stock opened at $196.04 on Tuesday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The firm has a market cap of $319.63 billion, a P/E ratio of 73.98, a P/E/G ratio of 0.76 and a beta of 1.98. The company’s 50-day moving average price is $212.80 and its two-hundred day moving average price is $213.79.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly 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 company had revenue of $10.27 billion during 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 quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.09 EPS. On average, analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Expanded AMD–Samsung memory pact strengthens AMD’s AI GPU supply chain (HBM4) and hints at potential foundry collaboration — supports data‑center GPU competitiveness. AMD And Samsung Partnership Adds New Piece To AI Supply Story
• Positive Sentiment: Wall‑street bullishness: UBS and other boutiques published large upside cases (UBS ~54% upside to $310; Aletheia/others also raised targets), keeping analyst support and higher median price targets (~$291) in view. AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals Advanced Micro Devices (AMD) Stock: Aletheia Capital Projects 63% Rally on AI Infrastructure Boom
• Positive Sentiment: Hyperscaler demand tailwind: Meta’s renewed data‑center buildout is cited as incremental demand for high‑end GPUs (benefits AMD Instinct). That narrative supports medium/long‑term revenue upside. As Meta Doubles Down on Data Center Investment, AMD and American Tower Could Be the Top Stocks to Buy
• Neutral Sentiment: Long‑term conviction pieces (Zacks, Seeking Alpha, MarketBeat) continue to list AMD as a top semiconductor holding based on AI/data‑center positioning and revenue growth potential. Useful for investors focused on multi‑year returns rather than short‑term moves. Why Advanced Micro Devices (AMD) is a Top Stock for the Long-Term
• Neutral Sentiment: Product cycle outlook: Analysts and commentators expect the next‑generation chips to materially improve revenue in H2 2026 — positive for fundamentals but not an immediate catalyst until launches/shipments are confirmed. Why the Second Half of 2026 Could Be Huge for AMD Stock
• Negative Sentiment: Broad tech and semiconductor selloff is the immediate driver of today’s weakness — sector‑wide risk aversion and cross‑stock selling weigh on AMD even as company fundamentals remain supported by AI demand. Why Is AMD Stock Down Today?
• Negative Sentiment: Peer weakness: Intel’s notable slide earlier today pulled semiconductor peers lower and reinforced sector rotation into perceived safer or different exposure. That amplified AMD’s intraday decline. Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads
• Negative Sentiment: Insider selling and institutional rebalancing are being highlighted by data providers (multiple executive sales and large Q4 institutional moves). That increases headlines-driven selling pressure and can amplify volatility. $AMD stock is down 4% today. Here’s what we see in our data.

Analysts Set New Price Targets

Several brokerages have weighed in on AMD. Morgan Stanley dropped their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Evercore restated an “outperform” rating and set a $358.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 price target on shares of Advanced Micro Devices in a research report on Friday, January 30th. Finally, Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $290.53.

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.