CCG Wealth Management LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

CCG Wealth Management LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 3,757 shares of the semiconductor manufacturer’s stock, valued at approximately $805,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. ORG Wealth Partners LLC raised its stake in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. raised its stake in shares of Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 61 shares during the last quarter. Aviso Financial Inc. raised its stake in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 160 shares during the last quarter. Delos Wealth Advisors LLC raised its stake in shares of Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Advanced Micro Devices during the 2nd quarter worth $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Wells Fargo reiterated an Overweight rating and kept a $345 price target, reinforcing investor optimism that AMD will capture outsized data‑center and AI upside. Wells Fargo Maintains Overweight for AMD
• Positive Sentiment: Citi placed AMD on a 30‑day “catalyst watch,” citing AI CPU demand and favorable pricing trends — a near‑term bullish signal that helped lift the stock. Citi Puts AMD On Catalyst Watch
• Positive Sentiment: Industry flow data and corporate results (e.g., Foxconn/Samsung reporting AI‑driven server and memory demand) support a broad AI hardware build‑out that benefits AMD’s compute and GPU roadmap. Samsung Beats High Estimates After AI Chip Sales
• Positive Sentiment: Institutional flows: Eastern Bank disclosed a material addition to its AMD position, signaling fresh buyer interest from a money manager. Eastern Bank Adds AMD Shares
• Neutral Sentiment: Standards and memory forums (JEDEC) and new memory‑software entrants (MEXT) are highlighting supply/architecture changes in memory — relevant to AMD’s HBM needs but not immediate earnings drivers. JEDEC Announces May 2026 Forums MEXT Introduces Predictive Memory
• Negative Sentiment: Citigroup trimmed its price target to $248 (neutral rating), adding near‑term valuation pressure and contributing to mixed analyst signals. Citigroup Lowers AMD Price Target
• Negative Sentiment: Longer‑term structural risk: reports that hyperscalers are shifting some AI server spend to Arm‑based custom CPUs could reduce x86 server CPU demand and weigh on AMD’s data‑center growth assumptions. Hyperscalers Shift To Arm Chips
• Negative Sentiment: Leak‑driven uncertainty: new reports about PlayStation 6 chip validation created short‑term volatility and a pullback in the stock despite the strategic win. AMD Stock Sinks After PlayStation 6 Leak
• Negative Sentiment: Insider selling remains heavy (multiple exec sales reported), which some investors view as a governance/near‑term sentiment headwind. QuiverQuant AMD Insider & Analyst Summary

Wall Street Analyst Weigh In

AMD has been the subject of several research reports. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. KeyCorp reaffirmed an “overweight” rating and set a $330.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $345.00 price target on shares of Advanced Micro Devices in a research note on Friday, January 30th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average price target of $290.19.

Insider Activity at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction dated 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 transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 239,392 shares of company stock worth $50,016,383. 0.50% of the stock is owned by insiders.

Advanced Micro Devices Trading Up 0.6%

NASDAQ AMD opened at $221.53 on Wednesday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The company has a 50-day moving average of $208.63 and a 200-day moving average of $216.15. 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 company has a market cap of $361.17 billion, a P/E ratio of 83.60, a P/E/G ratio of 0.82 and a beta of 1.96.

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

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.