Accredited Investors Inc. Purchases Shares of 2,375 Advanced Micro Devices, Inc. $AMD

Accredited Investors Inc. purchased a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 2,375 shares of the semiconductor manufacturer’s stock, valued at approximately $384,000.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after buying an additional 2,281,508 shares during the period. State Street Corp increased its stake in shares of Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after buying an additional 581,330 shares during the period. Geode Capital Management LLC raised its position in shares of Advanced Micro Devices by 1.4% during the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after acquiring an additional 514,445 shares during the last quarter. Norges Bank acquired a new position in shares of Advanced Micro Devices in the second quarter worth approximately $3,094,662,000. Finally, Invesco Ltd. boosted its holdings in Advanced Micro Devices by 6.1% in the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after acquiring an additional 715,557 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Up 1.6%

Shares of Advanced Micro Devices stock opened at $253.73 on Friday. The stock has a market capitalization of $413.08 billion, a PE ratio of 125.61, a price-to-earnings-growth ratio of 1.04 and a beta of 1.95. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a 50 day moving average price of $218.40 and a two-hundred day moving average price of $197.58. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. The company had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.Advanced Micro Devices’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period last year, the business earned $0.92 EPS. As a group, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have issued reports on AMD. UBS Group raised their price target on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Morgan Stanley reissued an “equal weight” rating and set a $260.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Wells Fargo & Company boosted their target price on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, November 12th. Wall Street Zen downgraded Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Two equities research analysts have 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. Based on data from MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $279.67.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Riot Platforms signed a multi‑year facility/power lease with AMD at Rockdale (initial 25 MW, option to 200 MW) — a ~$311M initial contract estimate — validating AMD’s need for dedicated data‑center capacity for HPC/AI deployments and supporting deployments of Instinct GPUs/EPYC CPUs. Riot Platforms: A $311M AMD Deal Changes the HPC Game
• Positive Sentiment: AMD added former Accenture CFO KC McClure to its board — investors interpret this as stronger financial/governance oversight as the company scales AI and data‑center investments. AMD Appoints KC McClure to Board of Directors
• Positive Sentiment: Wall Street bullishness persists: multiple boutiques and major firms have maintained Overweight/Outperform calls and lifted targets, supporting upside expectations into earnings and the MI450 GPU ramp. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Software momentum: AMD’s Adrenalin AI bundle/driver update makes it easier to set up AI workflows on AMD GPUs, lowering friction for adoption across developers and enterprises. AMD Stock Gains on Adrenalin AI Bundle Update
• Positive Sentiment: Growth narrative: Analysts and research pieces highlight accelerating AI/data‑center revenue potential (Zacks cites targets like an ~80% AI revenue CAGR driven by Helios racks, Instinct GPUs and partnerships). This underpins the bullish valuation case if execution continues. AMD Rides on Expanding Enterprise Partner Base: More Upside to Come?
• Neutral Sentiment: Momentum & sentiment pieces note AMD’s multi‑day winning streak and YTD highs, but emphasize that the story is now priced into the stock and that Feb. 2 earnings/guidance will be the next major catalyst. AMD’s stock is on a hot streak not seen in six years
• Negative Sentiment: Insider selling has accelerated (recent Form 4 filings, including an SVP sale), which can spook some investors ahead of earnings despite the positive operational narrative. SEC Form 4 disclosure
• Negative Sentiment: Policy/regulatory risk: reports of a potential 25% tariff on certain MI325x chip imports could pressure margins or disrupt timing for some SKUs if enacted or expanded. Tariff coverage on MI325x chips
• Negative Sentiment: Some analysts warn valuation already reflects much of the AI upside and have flagged downside risk / downgraded the name if broader tech momentum fades. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the completion of the transaction, the executive vice president directly owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the company’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 completion of 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 164,000 shares of company stock valued at $36,034,173 over the last three months. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices 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.