Apollon Wealth Management LLC Increases Stake in Advanced Micro Devices, Inc. $AMD

Apollon Wealth Management LLC grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 3.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 84,712 shares of the semiconductor manufacturer’s stock after buying an additional 3,042 shares during the quarter. Apollon Wealth Management LLC’s holdings in Advanced Micro Devices were worth $18,142,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the business. ORG Wealth Partners LLC lifted its stake in Advanced Micro Devices by 39.7% during the third 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. lifted 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 buying an additional 61 shares during the last quarter. Aviso Financial Inc. lifted its stake in Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares during the last quarter. Delos Wealth Advisors LLC lifted its stake in Advanced Micro Devices by 100.0% in the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in Advanced Micro Devices in the second quarter valued at approximately $34,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 3.5%

Advanced Micro Devices stock opened at $245.04 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The firm has a market capitalization of $399.50 billion, a price-to-earnings ratio of 92.47, a price-to-earnings-growth ratio of 0.88 and a beta of 1.96. Advanced Micro Devices, Inc. has a fifty-two week low of $83.75 and a fifty-two week high of $267.08. The stock’s fifty day moving average is $208.07 and its two-hundred day moving average is $216.99.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter last year, the company earned $1.09 earnings per share. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. Analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insiders Place Their Bets

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The stock was 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 in the company, valued at $675,764,755.36. The trade was a 3.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 242,685 shares of company stock worth $50,757,308. 0.50% of the stock is owned by insiders.

Key Advanced Micro Devices News

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

• Positive Sentiment: TSMC’s strong Q1 revenue and reported surge in chip orders is being read as a leading indicator for AI silicon demand — a direct tailwind for AMD’s EPYC/GPU server exposure. Read More.
• Positive Sentiment: Sector AI rally: coverage shows investors rotating into multiple AI‑compute suppliers (including AMD) as the AI infrastructure narrative broadens beyond a single winner, supporting near‑term momentum. Read More.
• Positive Sentiment: Analyst and bank support: Bank of America and other shops are highlighting AMD as a top AI‑compute buy, and select boutiques have raised targets — this endorsement helps fuel demand from institutional and retail buyers. Read More.
• Positive Sentiment: Institutional positioning: filings show large holders adding or maintaining big stakes (Vanguard, State Street, etc.), which supports price stability and upside momentum. Read More.
• Neutral Sentiment: Upcoming earnings (May 5) — a concrete catalyst that could reinforce the rally if data‑center revenue surprises, or trigger volatility if guidance disappoints. Read More.
• Neutral Sentiment: Valuation debate: some outlets flag a rich forward P/E, prompting discussion about how much growth is already priced in — this creates mixed investor opinions on further near‑term upside. Read More.
• Negative Sentiment: Insider and high‑profile selling: executive sales (e.g., Mark Papermaster via a 10b5‑1 plan) and reports of large manager sell‑downs can create headline pressure despite being routine or planned. Read More. Read More.
• Negative Sentiment: Structural competition risk: analysis noting hyperscalers’ shift toward Arm/custom silicon remains a longer‑term headwind for x86‑dependent suppliers if cloud providers accelerate proprietary designs. Read More.

Analyst Ratings Changes

A number of equities research analysts have weighed in on AMD shares. DA Davidson upgraded Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. The Goldman Sachs Group upped their price target on Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Citigroup cut their price target on Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Benchmark restated a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, Piper Sandler restated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $290.19.

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.