3,500 Shares in Advanced Micro Devices, Inc. $AMD Acquired by Gruss & Co. LLC

Gruss & Co. LLC bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,500 shares of the semiconductor manufacturer’s stock, valued at approximately $566,000. Advanced Micro Devices accounts for about 1.5% of Gruss & Co. LLC’s investment portfolio, making the stock its 11th biggest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. ORG Wealth Partners LLC grew its position 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 valued at $26,000 after acquiring an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. lifted its stake in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 61 shares in the last quarter. Pinney & Scofield Inc. lifted its stake in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares in the last quarter. Avion Wealth grew its holdings in shares of Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the period. Finally, Evolution Wealth Management Inc. acquired a new stake in Advanced Micro Devices during the 2nd quarter worth approximately $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $208.44 on Monday. The firm has a 50-day moving average of $221.93 and a two-hundred day moving average of $204.89. 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 stock has a market cap of $339.84 billion, a P/E ratio of 78.66, a PEG ratio of 0.79 and a beta of 1.94. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $9.65 billion. During the same quarter in the previous year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% compared to the same quarter last year. On average, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, SVP Ava Hahn sold 2,442 shares of the 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 completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the completion of the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 164,000 shares of company stock valued at $36,034,173. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Broad AI/chip rally lifted AMD and contributed to SPY’s gains — market rotation back into AI names helped propel AMD higher as investors bought oversold semiconductor shares. SPY is up 1.2% today, on AMD stock price movement
• Positive Sentiment: Cathie Wood/ARK bought the dip — ARK funds and other buyers accumulated AMD after the post‑earnings plunge, providing buying support and signaling conviction among some large active managers. Cathie Wood Just Bought the Dip in AMD Stock. Should You?
• Positive Sentiment: Strategic narrative remains intact — analysis pieces highlighting AMD’s competitive positioning (the “second‑place” AI advantage and strong data center/CPU momentum) have supported the view that the selloff was a near‑term overreaction. Why Second Place Could Be AMD’s Biggest Advantage
• Positive Sentiment: Analysts and price‑target activity — several firms have reaffirmed buy/outperform ratings and some boosted targets after earnings, giving investors fresh upside scenarios (median targets in the high‑two hundreds). Analysts reset AMD stock price target after earnings
• Neutral Sentiment: Research‑note estimate changes — some boutiques (e.g., Northland) have tweaked near‑term EPS assumptions both up and down for FY2026/FY2027; keep watching consensus revisions as guidance is digested.
• Negative Sentiment: China supply/lead‑time issues — Reuters reports AMD (and peers) have warned customers in China about extended CPU lead times, a near‑term operational headwind that could pressure revenue timing. Intel, AMD notify customers in China of lengthy waits for CPUs
• Negative Sentiment: Weak near‑term guidance prompted the earlier crash — management’s Q1 revenue commentary and investor concern over sustainability of AI revenue drove a multi‑day selloff that remains an overhang (volatility likely until guidance clarity returns). Why AMD’s stock dove to its worst day in years after earnings
• Negative Sentiment: Heavy insider selling noted in recent filings — disclosed insider sales have drawn attention and can sap sentiment even as institutions buy the dip.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Morgan Stanley reduced their price target on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research report on Wednesday. China Renaissance assumed coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price on the stock. Rosenblatt Securities restated a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Barclays reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Roth Mkm restated a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday. Twenty-nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $290.11.

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.