Lionshead Wealth Management LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 142.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,082 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,990 shares during the period. Lionshead Wealth Management LLC’s holdings in Advanced Micro Devices were worth $822,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the business. Norges Bank acquired a new stake in Advanced Micro Devices during the second quarter worth about $3,094,662,000. Kingstone Capital Partners Texas LLC bought a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $958,422,000. Parnassus Investments LLC raised its position in shares of Advanced Micro Devices by 47,883.5% during the 1st quarter. Parnassus Investments LLC now owns 4,142,418 shares of the semiconductor manufacturer’s stock worth $425,592,000 after purchasing an additional 4,133,785 shares during the period. Rafferty Asset Management LLC lifted its holdings in shares of Advanced Micro Devices by 56.0% in the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after purchasing an additional 2,430,533 shares during the last quarter. Finally, Vanguard Group Inc. boosted its position in Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the period. 71.34% of the stock is currently owned by institutional investors.
Analyst Ratings Changes
Several equities research analysts have weighed in on the company. Bank of America reaffirmed a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. UBS Group increased their price objective on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Roth Capital reissued a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Finally, Deutsche Bank Aktiengesellschaft set a $235.00 price target on Advanced Micro Devices and gave the company a “hold” rating in a report on Tuesday, October 14th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $277.06.
Insider Transactions at Advanced Micro Devices
In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Ava Hahn sold 2,868 shares of the company’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $226.01, for a total transaction of $648,196.68. Following the completion of the sale, the senior vice president directly owned 9,033 shares of the company’s stock, valued at $2,041,548.33. The trade was a 24.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 183,476 shares of company stock worth $40,249,093 over the last 90 days. 0.06% of the stock is currently owned by corporate insiders.
Advanced Micro Devices Trading Up 6.2%
Advanced Micro Devices stock opened at $213.43 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The stock has a market capitalization of $347.47 billion, a PE ratio of 105.66, a price-to-earnings-growth ratio of 1.58 and a beta of 1.93. The firm has a 50 day simple moving average of $229.73 and a 200-day simple moving average of $182.79.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. The firm had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.92 earnings per share. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.
Key Headlines Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Meeting in Beijing signals improved China relations and growth opportunities — China’s commerce minister met AMD CEO Lisa Su and AMD committed to deeper investments in China, which reduces geopolitical execution risk and supports demand in a key market. China commerce minister meets with AMD CEO
- Positive Sentiment: Wall Street sees more upside from AI product expansion — several broker notes and research pieces (Piper Sandler reiteration, TipRanks roundup) highlight AMD’s AI catalysts and estimate significant upside, reinforcing buy-side conviction. Piper Sandler reiterates Overweight TipRanks sees ~40% upside
- Positive Sentiment: Product roadmap and MI450 expectations are driving long‑term optimism — coverage highlighting AMD’s upcoming MI450 rack‑scale AI GPUs suggests a path to meaningful share gains versus peers once ramped. MarketBeat: MI450 and positioning
- Positive Sentiment: Sector strength helped the move — stronger results from peers (Micron) lifted chip stocks broadly, which often benefits AMD on rising demand expectations for AI servers and components. AMD rallies with sector after Micron
- Neutral Sentiment: Coverage recap: media pieces explain the intraday move — outlets are synthesizing the Beijing meeting, analyst notes and sector flows as the proximate cause of today’s uptick. Yahoo: Why AMD is jumping today
- Neutral Sentiment: Minor target change but rating intact — Truist trimmed its target slightly (from $279 to $277) but kept a buy stance, indicating analysts remain constructive even when adjusting near‑term assumptions. Truist target trimmed to $277
- Negative Sentiment: Heavy insider selling is a notable caution — filings/data show numerous insider sales (including senior executives) in recent months, which can concern some investors about timing of stock sales and temper enthusiasm. QuiverQuant: insider selling and VOO contribution
- Negative Sentiment: Recent pullback and volatility remain risks — some research houses and forecasts note a recent month‑over‑month drawdown and heightened volatility after a strong YTD run; investors should weigh valuation and execution risk into 2026 expectations. 24/7 Wall St.: price prediction & recent pullback
Advanced Micro Devices Company 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.
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