Runnymede Capital Advisors Inc. Acquires 8,290 Shares of Advanced Micro Devices, Inc. $AMD

Runnymede Capital Advisors Inc. raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 414.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,290 shares of the semiconductor manufacturer’s stock after acquiring an additional 8,290 shares during the quarter. Advanced Micro Devices makes up about 1.3% of Runnymede Capital Advisors Inc.’s investment portfolio, making the stock its 19th biggest position. Runnymede Capital Advisors Inc.’s holdings in Advanced Micro Devices were worth $2,204,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Impax Asset Management Group plc increased its holdings in shares of Advanced Micro Devices by 326.5% during the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after buying an additional 39,861 shares during the last quarter. Zweig DiMenna Associates LLC increased its holdings in shares of Advanced Micro Devices by 127.6% during the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after buying an additional 40,708 shares during the last quarter. Wedbush Securities Inc. increased its holdings in shares of Advanced Micro Devices by 7.8% during the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock worth $13,632,000 after buying an additional 6,095 shares during the last quarter. Highline Wealth Partners LLC increased its holdings in shares of Advanced Micro Devices by 4,891.6% during the 4th quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer’s stock worth $1,775,000 after buying an additional 8,120 shares during the last quarter. Finally, William Blair Investment Management LLC increased its holdings in shares of Advanced Micro Devices by 72.5% during the 3rd quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer’s stock worth $169,426,000 after buying an additional 440,296 shares during the last quarter. 71.34% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. The Goldman Sachs Group raised their price target on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. KeyCorp restated an “overweight” rating and set a $330.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Finally, Benchmark restated a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus target price of $290.19.

Insider Buying and Selling at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the business’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 in the company, valued at $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares in the company, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 239,392 shares of company stock valued at $50,016,383. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Strong AI/data‑center demand and market‑share gains: coverage notes a surprise surge in chip demand tied to “agentic AI,” helping AMD win share in servers and supporting revenue momentum for its data‑center segment. AMD gains market share
• Positive Sentiment: High‑profile bullish analyst support remains: Wells Fargo reiterated an Overweight rating and a $345 price target, keeping a bullish narrative that AMD is a key AI compute beneficiary. That supports upside expectations vs. the recent pullback. Wells Fargo maintains Overweight
• Positive Sentiment: Institutional buying: an Eastern Bank 13F filing showed a meaningful add to AMD shares, indicating at least one institutional buyer stepped in during the quarter. Eastern Bank adds AMD
• Neutral Sentiment: Citi placed AMD on a 30‑day catalyst watch (and separately flagged CPU pricing/AI dynamics), a short‑term positive signal but not a rating upgrade — worth watching for upcoming catalyst announcements. Citi catalyst watch
• Neutral Sentiment: Market commentary debates the pullback: several pieces weigh whether the current dip is a buying opportunity or a pause after a strong rally — emphasizing technical levels and longer‑term AI tailwinds rather than new company fundamentals. AMD pullback analysis
• Neutral Sentiment: Industry supply signals remain supportive: supply‑chain reports (Samsung/Foxconn) and JEDEC forum activity point to continued server and memory demand — a positive backdrop but not an immediate AMD‑specific catalyst. Samsung AI memory demand
• Negative Sentiment: Citigroup cut its price target to $248 and moved to neutral — a clear near‑term headwind for sentiment that likely amplified selling pressure after the recent run. Citi lowers price target
• Negative Sentiment: Product‑leak headlines dented confidence: reports about PlayStation 6 chip validation produced a short‑term share drop despite being an early‑stage development — markets often punish uncertainty from leaks/rumors. PlayStation 6 leak
• Negative Sentiment: Structural risks and insider selling: analyst pieces note hyperscaler shifts toward custom Arm ASICs over time and public data shows heavy insider sales, both of which increase downside risk if AI server architectures evolve away from AMD’s sweet spot. Hyperscaler Arm shift

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $221.53 on Wednesday. The stock has a market cap of $361.17 billion, a P/E ratio of 83.60, a price-to-earnings-growth ratio of 0.82 and a beta of 1.96. The company has a fifty day simple moving average of $208.63 and a 200-day simple moving average of $216.15. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share 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 firm had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. During the same period in the previous year, the company earned $1.09 earnings per share. Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. Equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.