Advanced Micro Devices, Inc. $AMD Holdings Increased by Annis Gardner Whiting Capital Advisors LLC

Annis Gardner Whiting Capital Advisors LLC lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 96.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,206 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,550 shares during the period. Annis Gardner Whiting Capital Advisors LLC’s holdings in Advanced Micro Devices were worth $842,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Norges Bank bought a new position in Advanced Micro Devices during the 2nd quarter valued at $3,094,662,000. Jennison Associates LLC acquired a new stake in shares of Advanced Micro Devices in the third quarter valued at $626,826,000. Nordea Investment Management AB boosted its stake in Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after buying an additional 2,619,294 shares in the last quarter. Rafferty Asset Management LLC grew its holdings in Advanced Micro Devices by 56.0% during the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. raised its position in Advanced Micro Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after acquiring an additional 2,281,508 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

AMD stock opened at $252.74 on Thursday. The firm has a 50 day simple moving average of $219.90 and a 200 day simple moving average of $201.16. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a market cap of $411.47 billion, a P/E ratio of 125.12, a P/E/G ratio of 1.05 and a beta of 1.95. 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 released 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 during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The company’s revenue was up 35.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.92 EPS. Research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

AMD has been the subject of several research reports. Mizuho raised their price objective on shares of Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a research report on Wednesday, November 12th. Deutsche Bank Aktiengesellschaft set a $235.00 target price on shares of Advanced Micro Devices and gave the stock a “hold” rating in a report on Tuesday, October 14th. UBS Group lifted their price target on shares of Advanced Micro Devices from $300.00 to $330.00 and gave the stock a “buy” rating in a research report on Monday. Susquehanna reiterated a “positive” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Friday, October 31st. Finally, Roth Mkm restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $281.06.

Key Advanced Micro Devices News

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

• Positive Sentiment: OpenAI chip deal highlights growing AI revenue stream and validates AMD’s datacenter roadmap — a major fundamental catalyst that helps justify recent multiple expansion and investor optimism. AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
• Positive Sentiment: Strong reviews for the Ryzen 7 9850X3D are boosting confidence in AMD’s consumer CPU cycle and could lift client revenue and ASPs. Positive product momentum often feeds the headline reaction ahead of broader earnings. AMD Stock Jumps Alongside Positive Ryzen 7 9850X3D Reviews
• Positive Sentiment: Piper Sandler raised its price target (to $300) and kept an Overweight stance, citing Helios ramp and OpenAI as upside — an institutional upgrade that can attract investor flows. Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside
• Positive Sentiment: High-profile bullish commentary (Jim Cramer saying he regrets selling AMD and noting unmet demand) amplifies retail/institutional interest and adds to momentum. Jim Cramer Says “Wish We Had Not Sold AMD for the Charitable Trust”
• Neutral Sentiment: Market chatter and leaks about a Ryzen 7 9850X3D + RAM bundle have lifted sentiment, but impact on near-term revenue is uncertain until broader channel data appears. AMD Stock Gains on Leaked Ryzen 7 9850X3D CPUs & RAM Bundle
• Neutral Sentiment: Speculative pieces predicting a post‑earnings rally on Feb. 3 and broader “buy” lists (MarketBeat, The Motley Fool) are momentum drivers but rely on AMD delivering a clean beat/guidance; they are worth watching but not guaranteed. Prediction: AMD Stock Will Soar on Feb. 3
• Neutral Sentiment: Upcoming Q4/earnings season (reports expected Feb. 3) is the immediate event risk: consensus expects continued revenue/EPS growth driven by AI/datacenter — good execution could sustain the rally; a miss would reverse sentiment. AMD Stock Flirts With Buy Point Ahead Of Q4 Report
• Negative Sentiment: Competitive/industry risk: Intel’s recent results and strategic positioning were highlighted as a reminder that AMD faces strong incumbents in data center CPU/GPU markets — continued pressure or better Intel execution could cap upside. Intel’s 21% Sell-Off Looks Ugly—But the Numbers Tell Another Story (AMD)

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 164,000 shares of company stock valued at $36,034,173 in the last three months. 0.06% of the stock is currently owned by insiders.

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.