Advanced Micro Devices, Inc. $AMD Stock Holdings Lifted by Everhart Financial Group Inc.

Everhart Financial Group Inc. boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 19,821 shares of the semiconductor manufacturer’s stock after buying an additional 1,612 shares during the quarter. Advanced Micro Devices makes up 0.8% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 20th largest holding. Everhart Financial Group Inc.’s holdings in Advanced Micro Devices were worth $12,451,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Gradient Investments LLC grew its position in Advanced Micro Devices by 8.3% in the 3rd quarter. Gradient Investments LLC now owns 3,031 shares of the semiconductor manufacturer’s stock worth $1,854,000 after purchasing an additional 231 shares in the last quarter. Avidian Wealth Enterprises LLC lifted its position in shares of Advanced Micro Devices by 5.7% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 13,676 shares of the semiconductor manufacturer’s stock worth $8,366,000 after buying an additional 737 shares in the last quarter. Veracity Capital LLC boosted its stake in shares of Advanced Micro Devices by 13.4% in the 3rd quarter. Veracity Capital LLC now owns 5,012 shares of the semiconductor manufacturer’s stock worth $3,066,000 after buying an additional 592 shares during the last quarter. Burr Financial Services LLC grew its holdings in shares of Advanced Micro Devices by 20.9% in the third quarter. Burr Financial Services LLC now owns 5,620 shares of the semiconductor manufacturer’s stock valued at $3,438,000 after acquiring an additional 971 shares in the last quarter. Finally, Tactive Advisors LLC increased its position in shares of Advanced Micro Devices by 3.6% during the third quarter. Tactive Advisors LLC now owns 7,303 shares of the semiconductor manufacturer’s stock valued at $4,468,000 after acquiring an additional 257 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AI demand and supply-chain expansion remain key catalysts. TSMC reported third-quarter revenue of NT$1.49 trillion, up 50% year over year, signaling continued demand for AI processors from customers including AMD. CEO Lisa Su is also reportedly seeking deeper cooperation with Samsung in memory and foundry services to address supply constraints and support a planned capacity ramp. TSMC gives AI trade upbeat signal AMD explores Samsung partnership
• Positive Sentiment: Analysts see additional upside. BNP Paribas argued that Wall Street may be underestimating AMD’s opportunity across CPUs, AI accelerators and specialized inference chips, while Citi recently raised its price target by 39%, citing AI-agent demand and Meta’s Muse initiative. These targets reinforce the long-term growth narrative, although they require strong execution. AMD’s AI opportunity Citi raises AMD price target
• Neutral Sentiment: Third-quarter earnings are scheduled for November 3. AMD will report fiscal third-quarter results after the market close and hold its conference call at 5 p.m. ET. Investors will focus on data-center growth, AI accelerator deployments, supply availability and guidance for the next quarter. AMD schedules third-quarter earnings
• Negative Sentiment: Valuation has become a central concern. AMD’s market capitalization is around $1 trillion, with a trailing P/E near 158, leaving little room for execution missteps. Commentators noted that major AI products such as Helios still need to reach meaningful scale, convert customer commitments into recurring deployments and generate stronger cash flow to justify the stock’s premium. AMD valuation concerns
• Negative Sentiment: Broader semiconductor weakness amplified the pressure. AMD and other chip stocks moved lower despite TSMC’s strong results, reflecting profit-taking, rising-rate concerns and investor skepticism about whether the easy gains from the AI trade have already occurred. Reports also highlighted potential dilution from warrants granted to Meta and OpenAI if performance conditions are met.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the sale, the executive vice president owned 160,979 shares in the company, valued at $76,316,924.32. This represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Grasby sold 15,000 shares of Advanced Micro Devices stock in a transaction on Monday, August 17th. The shares were sold at an average price of $514.91, for a total value of $7,723,650.00. Following the completion of the transaction, the executive vice president owned 117,687 shares of the company’s stock, valued at approximately $60,598,213.17. This trade represents a 11.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 213,838 shares of company stock worth $105,533,836 in the last 90 days. 0.50% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on AMD. Stifel Nicolaus lifted their price target on Advanced Micro Devices from $635.00 to $700.00 and gave the stock a “buy” rating in a report on Monday. Argus lifted their target price on Advanced Micro Devices from $450.00 to $625.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Loop Capital raised shares of Advanced Micro Devices to a “strong-buy” rating in a report on Tuesday, June 16th. Rosenblatt Securities restated a “buy” rating and set a $700.00 price target on shares of Advanced Micro Devices in a research report on Tuesday, September 29th. Finally, Susquehanna raised their price objective 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. Three analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $585.26.

Advanced Micro Devices Stock Performance

AMD traded down $26.97 during trading hours on Thursday, hitting $618.89. The stock had a trading volume of 11,933,466 shares, compared to its average volume of 32,534,613. Advanced Micro Devices, Inc. has a 1 year low of $188.22 and a 1 year high of $658.52. The company’s fifty day simple moving average is $523.60 and its 200 day simple moving average is $455.44. The stock has a market cap of $1.01 trillion, a PE ratio of 158.32, a price-to-earnings-growth ratio of 6.73 and a beta of 2.45. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03.

Advanced Micro Devices (NASDAQ:AMD) last issued its 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 analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company’s quarterly revenue was up 50.1% on a year-over-year basis. During the same quarter last year, the business earned $0.48 earnings per share. Equities analysts anticipate that Advanced Micro Devices, Inc. will post 6.43 earnings per share for the current year.

Advanced Micro Devices Company 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.