Arete Wealth Advisors LLC Raises Position in Advanced Micro Devices, Inc. $AMD

Arete Wealth Advisors LLC lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 32.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 13,693 shares of the semiconductor manufacturer’s stock after buying an additional 3,381 shares during the quarter. Arete Wealth Advisors LLC’s holdings in Advanced Micro Devices were worth $2,218,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Impax Asset Management Group plc increased its holdings in shares of Advanced Micro Devices by 326.5% in the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after acquiring an additional 39,861 shares during the last quarter. Global Retirement Partners LLC bought a new position in Advanced Micro Devices during the second quarter worth $4,519,000. Cornercap Investment Counsel Inc. boosted its holdings in Advanced Micro Devices by 43.3% in the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after purchasing an additional 3,702 shares during the period. Swiss National Bank increased its stake in Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after purchasing an additional 341,000 shares during the last quarter. Finally, New York State Common Retirement Fund increased its stake in Advanced Micro Devices by 8.4% during the second quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock valued at $317,748,000 after purchasing an additional 172,745 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Price Performance

Shares of AMD opened at $200.21 on Monday. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The stock’s fifty day moving average is $219.59 and its 200-day moving average is $208.39. 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 $326.42 billion, a price-to-earnings ratio of 75.55, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98.

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

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Loop Capital set a $290.00 price target on shares of Advanced Micro Devices and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Barclays reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. UBS Group set a $310.00 target price on Advanced Micro Devices in a research note on Wednesday, February 4th. Wedbush reaffirmed an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Huge Meta GPU commitment gives AMD a meaningful multi‑year revenue opportunity (reported as up to $100B potential, tied to a 6GW buildout and performance warrants) — this deal underpins the recent rally and longer‑term AI exposure. Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
• Positive Sentiment: Wall Street responded with upgraded price targets and reiterated Buy ratings (examples: Mizuho, Goldman Sachs, Benchmark), supporting upside expectations even as volatility persists. Mizuho Increases Advanced Micro Devices (NASDAQ:AMD) Price Target to $280.00
• Positive Sentiment: Strategic partnership with Nutanix (and a related AMD investment) expands AMD’s enterprise AI ecosystem and could accelerate customer deployments of AMD CPUs/GPUs in data‑center stacks. AMD and Nutanix Announce Strategic Partnership to Build Open AI Infrastructure Platform
• Neutral Sentiment: Smaller ecosystem news (e.g., Avalon GloboCare accepted into AMD’s AI developer program) highlights partner demand but has limited direct financial impact on AMD today. Avalon subsidiary accepted into AMD AI developer program
• Neutral Sentiment: Analyst coverage and commentaries are active (TipRanks, MarketBeat, Seeking Alpha pieces) — consensus remains bullish longer‑term but views on timing and valuation vary, keeping near‑term trading choppy. Where Do Analysts Stand on AMD Stock?
• Negative Sentiment: Sector volatility after Nvidia’s earnings and investor skepticism about major AI customers’ near‑term spend (notably questions around OpenAI) pressured chip peers including AMD — profit‑taking followed the earlier premarket surge. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans Amid Revenue Concerns
• Negative Sentiment: Analysts and industry pieces also note execution and capacity limits for hyperscalers (and questions about Meta’s in‑house plans), which could temper how quickly large GPU commitments translate into revenue. Meta’s Chip Dreams Face Hard Limits

Insider Activity

In related news, SVP Ava Hahn sold 2,442 shares of the firm’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 transaction, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was 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 in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 271,892 shares of company stock worth $58,476,908 over the last three months. Corporate 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.