Moran Wealth Management LLC Increases Position in Advanced Micro Devices, Inc. $AMD

Moran Wealth Management LLC grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 20.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,094 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,525 shares during the quarter. Moran Wealth Management LLC’s holdings in Advanced Micro Devices were worth $3,413,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in AMD. Brighton Jones LLC increased its stake in shares of Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after acquiring an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares during the last quarter. SCS Capital Management LLC purchased a new stake in shares of Advanced Micro Devices in the first quarter valued at about $498,000. Bayforest Capital Ltd acquired a new stake in Advanced Micro Devices during the first quarter worth about $47,000. Finally, Geneos Wealth Management Inc. raised its stake in Advanced Micro Devices by 18.9% during the first quarter. Geneos Wealth Management Inc. now owns 15,219 shares of the semiconductor manufacturer’s stock worth $1,564,000 after purchasing an additional 2,422 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

More Advanced Micro Devices News

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

• Positive Sentiment: Long‑term upside thesis remains intact — The Motley Fool argues AMD’s recovery and AI exposure support multi‑year gains, reinforcing a growth narrative that can attract buy‑and‑hold investors. Where Will AMD Stock Be in 5 Years?
• Positive Sentiment: Third‑party partnerships and CES showcases boost AI credibility — A GlobeNewswire release highlights KunlunMeta’s partnership with AMD at CES, signaling customer interest in AMD accelerators for Chinese AI stacks. Partnerships like this underwrite revenue opportunities in data‑center inference. KunlunMeta Partners with AMD to Shine at CES
• Positive Sentiment: Analysts and market roundup highlight AMD as an AI leader — Weekly market reviews that call out Nvidia and AMD focus investor attention on AMD’s role in the AI infrastructure buildout, supporting demand expectations for MI‑series chips. Stock Market Rallies Broadly To Highs; Nvidia, AMD, Bloom Energy In Focus: Weekly Review
• Neutral Sentiment: CES generated broad AI/robotics headlines but mixed investor reaction — CNBC covered CES robot and AI demos that included AMD; media buzz raises profile but doesn’t guarantee immediate orders or margins. Humanoid robots take over CES in Las Vegas as tech industry touts future of AI
• Neutral Sentiment: Analyst/opinion pieces debate valuation after pullback — Several articles (Seeking Alpha, Yahoo Finance, Zacks) discuss whether a recent pullback leaves AMD attractively priced given a lofty P/E and high growth expectations; these pieces can support both buy and wait‑and‑see positions. AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
• Negative Sentiment: Profit‑taking and sentiment‑driven selling after CES announcements — Coverage notes a short‑term slide as investors rotate out after a big 2025 run; some traders view the CES reveal as underwhelming versus lofty expectations. Why is AMD stock plunging sharply on Thursday?
• Negative Sentiment: Insider selling and noisy social sentiment add caution — Aggregated commentary and data show heavy insider sales and mixed social media reaction to the MI450/Helios launches, which can amplify short‑term downside risk even if fundamentals remain strong. Advanced Micro Devices Stock (AMD) Opinions on CES 2026 Announcements
• Negative Sentiment: Debate on whether MI‑series hype is priced in — Critical pieces ask if MI450/Helios announcements represent a true breakout or mostly hype, raising execution and competitive risk concerns that could pressure the stock if adoption timelines slip. Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios?

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $203.17 on Friday. 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 company has a market cap of $330.77 billion, a P/E ratio of 100.58, a P/E/G ratio of 0.87 and a beta of 1.95. The stock has a 50-day moving average of $221.33 and a two-hundred day moving average of $191.90. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08.

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

Insiders Place Their Bets

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the transaction, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the sale, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 178,358 shares of company stock worth $39,229,623 over the last 90 days. Corporate insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of recent analyst reports. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Robert W. Baird set a $300.00 price objective on Advanced Micro Devices in a research report on Wednesday, November 5th. Stifel Nicolaus lifted their target price on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Mizuho increased their price target on Advanced Micro Devices from $275.00 to $285.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Finally, Wells Fargo & Company boosted their price objective on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, November 12th. 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. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $277.06.

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.