Advanced Micro Devices, Inc. $AMD Shares Bought by Trust Co. of Toledo NA OH

Trust Co. of Toledo NA OH raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 37,692 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,979 shares during the period. Trust Co. of Toledo NA OH’s holdings in Advanced Micro Devices were worth $6,098,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. HBK Sorce Advisory LLC raised its position in Advanced Micro Devices by 0.3% in the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after purchasing an additional 43 shares during the period. Syntegra Private Wealth Group LLC lifted its stake in Advanced Micro Devices by 2.7% during the 3rd quarter. Syntegra Private Wealth Group LLC now owns 3,026 shares of the semiconductor manufacturer’s stock worth $490,000 after acquiring an additional 80 shares in the last quarter. Blue Trust Inc. boosted its holdings in Advanced Micro Devices by 69.5% during the 3rd quarter. Blue Trust Inc. now owns 9,236 shares of the semiconductor manufacturer’s stock valued at $1,494,000 after acquiring an additional 3,786 shares during the period. Avanza Fonder AB grew its position in Advanced Micro Devices by 14.2% in the 3rd quarter. Avanza Fonder AB now owns 162,675 shares of the semiconductor manufacturer’s stock valued at $26,319,000 after acquiring an additional 20,166 shares in the last quarter. Finally, Whitaker Myers Wealth Managers LTD. increased its stake in Advanced Micro Devices by 195.7% during the third quarter. Whitaker Myers Wealth Managers LTD. now owns 14,496 shares of the semiconductor manufacturer’s stock worth $2,345,000 after purchasing an additional 9,594 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on AMD. The Goldman Sachs Group lifted their price objective on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday. Rosenblatt Securities restated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Truist Financial decreased their price objective on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Finally, Erste Group Bank lowered shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a research note on Thursday, September 11th. Three equities 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 stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices Stock Down 0.0%

Advanced Micro Devices stock opened at $214.80 on Friday. The company has a market capitalization of $349.69 billion, a P/E ratio of 106.33, a PEG ratio of 1.59 and a beta of 1.93. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The stock has a 50-day simple moving average of $228.77 and a 200-day simple moving average of $185.06.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. During the same quarter in the previous year, the company posted $0.92 earnings per share. The firm’s revenue was up 35.6% compared to the same quarter last year. Equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Potential China catalyst — multiple reports point to a possible large MI308 GPU order from Alibaba (and wider China GPU demand) for 2026, which would materially boost AMD’s data‑center revenue if confirmed. A Big China Catalyst Could Be Coming for AMD Stock in 2026
• Positive Sentiment: Analyst optimism and price targets — recent analyst notes are overwhelmingly bullish (multiple “Buy/Outperform” ratings) and the median 6‑month price target cited is ~$283, supporting upside expectations vs. current levels. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
• Positive Sentiment: Institutional accumulation — large managers increased exposure in Q3 (notably UBS AM added ~14.4M shares) and some funds (e.g., Harbor Capital Appreciation Fund) also reported additions, providing demand support. Harbor Capital Appreciation Fund Added Advanced Micro Devices (AMD) in Q3
• Neutral Sentiment: Product roadmap chatter — social media and trade writeups hype upcoming MI350/MI355X and longer‑term MI450 rack‑scale GPUs; promising benchmarks are circulating but commercial wins and volumes remain unconfirmed. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
• Neutral Sentiment: Regulatory/tariff timeline extended — a U.S. delay on China chip tariffs to mid‑2027 reduces near‑term trade friction risk for exports, but full access and scale in China are still uncertain. NVDA, AMD, AVGO: Why China Tariff Delay Could Be a Boost for US Chipmakers
• Negative Sentiment: Heavy insider selling — Quiver shows 61 insider sales in six months (CEO and senior execs among the sellers), which can signal near‑term tax‑ or liquidity‑driven selling and pressures sentiment. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
• Negative Sentiment: Competitive dynamics — Oracle, Nvidia and other ecosystem players are making strategic data‑center and AI plays; market share gains are possible but execution risk and margin competition could cap upside. Forget The Chips: Oracle Wins Phase 2 of AI (AMD)

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the completion of the sale, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This represents a 0.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 181,226 shares of company stock valued at $39,877,820. Insiders own 0.06% of the company’s stock.

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.