Advanced Micro Devices, Inc. $AMD Stock: Sax Wealth Advisors LLC Increases Holdings

Sax Wealth Advisors LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1,262.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 75,636 shares of the semiconductor manufacturer’s stock after purchasing an additional 70,084 shares during the quarter. Advanced Micro Devices makes up 1.3% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 15th largest holding. Sax Wealth Advisors LLC’s holdings in Advanced Micro Devices were worth $46,271,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also made changes to their positions in AMD. Fragasso Financial Advisors Inc lifted its holdings in shares of Advanced Micro Devices by 31.4% during the third quarter. Fragasso Financial Advisors Inc now owns 7,897 shares of the semiconductor manufacturer’s stock valued at $4,802,000 after acquiring an additional 1,888 shares during the period. Fermata Advisors LLC raised its position in shares of Advanced Micro Devices by 25.9% during the third quarter. Fermata Advisors LLC now owns 3,149 shares of the semiconductor manufacturer’s stock worth $1,926,000 after acquiring an additional 648 shares during the last quarter. NorthCrest Asset Manangement LLC lifted its position in Advanced Micro Devices by 2.8% during the 3rd quarter. NorthCrest Asset Manangement LLC now owns 115,221 shares of the semiconductor manufacturer’s stock valued at $71,515,000 after purchasing an additional 3,143 shares during the period. Haven Capital Group Inc. lifted its holdings in Advanced Micro Devices by 42.5% in the third quarter. Haven Capital Group Inc. now owns 2,657 shares of the semiconductor manufacturer’s stock valued at $1,625,000 after buying an additional 793 shares during the period. Finally, Avior Wealth Management LLC increased its holdings in Advanced Micro Devices by 3.2% in the third quarter. Avior Wealth Management LLC now owns 11,173 shares of the semiconductor manufacturer’s stock valued at $6,835,000 after purchasing an additional 343 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Scaleway plans to build an AMD-powered AI supercomputer in Sweden, providing a tangible customer win for AMD’s EPYC processors and Instinct accelerators and supporting its expansion beyond Nvidia’s ecosystem. Scaleway to build AMD-powered AI supercomputer in Sweden
• Positive Sentiment: AMD unveiled its Helion open rack-scale platform for agentic AI. The design can support CPU-only systems or combined CPU/GPU configurations, with availability planned for November 2026, potentially broadening AMD’s role in enterprise and hyperscale data centers. AMD unveils Helion open rack blueprint
• Positive Sentiment: CEO Lisa Su said AI inference and agentic applications could drive approximately $1.5 trillion of demand by 2030, reinforcing AMD’s long-term growth opportunity if it can capture more accelerator and infrastructure share. AMD CEO Lisa Su on AI inference demand
• Neutral Sentiment: Reports that President Donald Trump’s investment team sold as much as $5 million of AMD shares in August may weigh on sentiment, but the trade was made by an independent investment team and is not a direct company-specific signal. Trump investment team sold AMD
• Negative Sentiment: AMD is participating in a wider chip-sector decline as investors question AI funding, face rising China competition in advanced memory and reassess the sustainability of heavy data-center spending. Chip stocks extend slide
• Negative Sentiment: OpenAI’s reportedly reduced revenue outlook has prompted investors to revisit assumptions about AI infrastructure demand, creating indirect risk for AMD’s accelerator growth and related projects.
• Negative Sentiment: Recent Helion and other AI infrastructure announcements have not produced immediate revenue, leaving investors focused on execution, customer adoption and the timing of future deployments.
• Negative Sentiment: After a substantial run-up, AMD trades at a very demanding valuation—roughly 151 times earnings and 6.3 times expected growth—raising profit-taking risk and requiring strong earnings growth to justify the share price.

Advanced Micro Devices Trading Up 0.5%

Shares of Advanced Micro Devices stock traded up $3.18 during midday trading on Tuesday, reaching $597.42. The company had a trading volume of 9,522,541 shares, compared to its average volume of 32,296,340. The stock has a fifty day moving average price of $531.14 and a 200 day moving average price of $463.99. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. Advanced Micro Devices, Inc. has a fifty-two week low of $188.22 and a fifty-two week high of $658.52. The firm has a market cap of $975.27 billion, a PE ratio of 154.09, a P/E/G ratio of 6.29 and a beta of 2.45.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. The firm had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The business’s revenue was up 50.1% compared to the same quarter last year. During the same period last year, the business posted $0.48 EPS. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 6.45 earnings per share for the current year.

Insider Transactions at Advanced Micro Devices

In other news, CEO Lisa Su sold 25,000 shares of the company’s stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $506.79, for a total transaction of $12,669,750.00. Following the transaction, the chief executive officer directly owned 74,211 shares of the company’s stock, valued at $37,609,392.69. This represents a 25.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,261 shares of the business’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $503.05, for a total transaction of $8,683,146.05. Following the sale, the executive vice president owned 363,317 shares of the company’s stock, valued at $182,766,616.85. This trade represents a 4.54% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 213,838 shares of company stock valued at $105,533,836. Company insiders own 0.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently commented on AMD shares. Stifel Nicolaus raised their price objective on Advanced Micro Devices from $635.00 to $700.00 and gave the stock a “buy” rating in a research note on Monday, October 5th. Argus increased their price objective on shares of Advanced Micro Devices from $450.00 to $625.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Susquehanna boosted their target price on shares of Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a report on Thursday, July 30th. William Blair restated a “market perform” rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Finally, Wells Fargo & Company increased their price target on shares of Advanced Micro Devices from $615.00 to $700.00 and gave the company an “overweight” rating in a report on Wednesday, August 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $593.82.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.