Advanced Micro Devices, Inc. $AMD Shares Bought by Circle Wealth Management LLC

Circle Wealth Management LLC raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 138.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,058 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,425 shares during the period. Circle Wealth Management LLC’s holdings in Advanced Micro Devices were worth $1,789,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of AMD. ORG Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. grew its holdings in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares during the last quarter. Pinney & Scofield Inc. increased its position in Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 85 shares in the last quarter. Aviso Financial Inc. increased its position in Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 160 shares in the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Advanced Micro Devices in the second quarter worth $34,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently issued reports on AMD shares. China Renaissance assumed coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective on the stock. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Wells Fargo & Company restated an “overweight” rating and issued a $345.00 target price on shares of Advanced Micro Devices in a report on Friday, January 30th. Finally, Wedbush reaffirmed an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $290.53.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $193.39 on Friday. The company has a market cap of $315.30 billion, a P/E ratio of 72.98, a P/E/G ratio of 0.73 and a beta of 1.98. The business has a fifty day simple moving average of $216.16 and a 200-day simple moving average of $210.13. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period in the prior year, the business posted $1.09 earnings per share. Equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was 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 90 days, insiders have sold 154,392 shares of company stock valued at $33,120,933. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Company 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.