Clearstead Advisors LLC Grows Position in Advanced Micro Devices, Inc. $AMD

Clearstead Advisors LLC grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 22.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,047 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,089 shares during the period. Clearstead Advisors LLC’s holdings in Advanced Micro Devices were worth $2,758,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in AMD. Koesten Hirschmann & Crabtree INC. increased its holdings 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 in the last quarter. ORG Wealth Partners LLC increased its stake in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Pinney & Scofield Inc. increased its stake in 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. Signature Resources Capital Management LLC raised its holdings in Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 138 shares during the last quarter. Finally, LFA Lugano Financial Advisors SA boosted its position in Advanced Micro Devices by 74.1% during the third quarter. LFA Lugano Financial Advisors SA now owns 235 shares of the semiconductor manufacturer’s stock worth $38,000 after purchasing an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Evercore restated an “outperform” rating and issued a $358.00 price target on shares of Advanced Micro Devices in a research report on Tuesday. Bank of America restated a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday. Finally, Morgan Stanley cut their price objective on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. One research analyst has 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’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.83.

Advanced Micro Devices Stock Up 8.8%

Shares of NASDAQ AMD opened at $213.84 on Wednesday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The firm’s 50 day moving average price is $219.55 and its 200 day moving average price is $207.81. The firm has a market cap of $348.65 billion, a P/E ratio of 80.69, a price-to-earnings-growth ratio of 0.74 and a beta of 1.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

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, beating 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 company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the previous year, the firm posted $1.09 EPS. Advanced Micro Devices’s revenue was up 34.1% on a year-over-year basis. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Huge multi‑year customer win: Meta committed to deploy up to 6GW of AMD GPUs across multiple generations, potentially worth tens of billions and giving Meta an option on a stake in AMD — clear commercial validation for AMD’s MI450 / Helios roadmap. AMD clinches second mega chip supply deal, this time with Meta (Reuters)
• Positive Sentiment: Strategic significance versus Nvidia: the Meta deal — coming after Meta’s expanded Nvidia tie — signals hyperscalers are diversifying suppliers, boosting AMD’s market positioning in AI infrastructure. Meta strikes up to $100B AMD chip deal (TechCrunch)
• Positive Sentiment: Analyst / institutional momentum: sell‑side and some shops reiterated bullish views (Evercore cited the Meta deal and OpenAI ties when keeping a positive stance), supporting upgrades and higher targets. AMD Buy Rating Driven by Underappreciated Meta 6GW AI Accelerator Deal (TipRanks)
• Neutral Sentiment: Macro and market context helped the move — broad tech rebound and heavy trading around AI names and Nvidia’s upcoming earnings amplified AMD flows. Nasdaq Bounces Back After AMD‑Meta Deal (WSJ)
• Neutral Sentiment: High volumes and many differing deal‑size reports (estimates vary across outlets); real revenue recognition will be gradual over multiple years — watch execution and timing. $AMD stock is up 6% today — data snapshot (QuiverQuant)
• Negative Sentiment: Warrant / dilution concerns: some coverage flagged the equity option terms embedded in the deal (potential stake purchase mechanics and warrant pricing), which could raise dilution or governance questions depending on final terms. AMD stock surges after AI chip deal with Meta — worries about warrants (MSN)
• Negative Sentiment: Valuation and “buy the news” risk: some commentators warn the rally may be front‑loaded and that execution, margins on rack‑scale products, and competitive responses (pricing/scale from Nvidia) are the next tests. AMD: A Rare Case Of Buying The News (Seeking Alpha)

Insiders Place Their Bets

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were 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 of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 271,892 shares of company stock valued at $58,476,908. Insiders own 0.06% of the company’s stock.

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.