Yousif Capital Management LLC cut its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 5.9% during the 3rd quarter, Holdings Channel reports. The firm owned 187,392 shares of the semiconductor manufacturer’s stock after selling 11,742 shares during the period. Yousif Capital Management LLC’s holdings in Advanced Micro Devices were worth $30,318,000 at the end of the most recent reporting period.
Other institutional investors have also recently modified their holdings of the company. Trust Co. of Vermont grew its holdings in Advanced Micro Devices by 3.9% during the 3rd quarter. Trust Co. of Vermont now owns 5,424 shares of the semiconductor manufacturer’s stock valued at $878,000 after buying an additional 206 shares during the last quarter. Farther Finance Advisors LLC lifted its position in shares of Advanced Micro Devices by 115.6% in the third quarter. Farther Finance Advisors LLC now owns 51,717 shares of the semiconductor manufacturer’s stock valued at $8,367,000 after acquiring an additional 27,731 shares in the last quarter. Parcion Private Wealth LLC boosted its stake in shares of Advanced Micro Devices by 12.5% during the third quarter. Parcion Private Wealth LLC now owns 1,719 shares of the semiconductor manufacturer’s stock valued at $278,000 after acquiring an additional 191 shares during the last quarter. Precedent Wealth Partners LLC acquired a new stake in shares of Advanced Micro Devices during the third quarter valued at $287,000. Finally, Berger Financial Group Inc raised its stake in Advanced Micro Devices by 1.1% in the 3rd quarter. Berger Financial Group Inc now owns 4,309 shares of the semiconductor manufacturer’s stock valued at $697,000 after purchasing an additional 48 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.
Advanced Micro Devices Stock Up 0.7%
Shares of NASDAQ AMD opened at $214.95 on Tuesday. The stock has a market capitalization of $349.95 billion, a PE ratio of 106.41, a P/E/G ratio of 1.58 and a beta of 1.93. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The firm has a fifty day moving average of $229.70 and a 200-day moving average of $183.94. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08.
Analyst Ratings Changes
Several equities research analysts have issued reports on the stock. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Roth Capital restated a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. The Goldman Sachs Group boosted their price target on Advanced Micro Devices from $150.00 to $210.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Stifel Nicolaus increased their price target on Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Finally, TD Cowen lifted their price objective on Advanced Micro Devices from $270.00 to $290.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $277.06.
Read Our Latest Stock Report on AMD
Advanced Micro Devices News Summary
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Reports that Alibaba is considering a massive purchase of AMD AI chips lifted demand expectations for AMD’s data‑center business; if finalized, the order would materially boost near‑term AI GPU sales and China exposure. AMD Shares Climb on Reports of Alibaba Massive AI Chip Order
- Positive Sentiment: Wall Street momentum: multiple outlets note analyst upgrades and continued Buy ratings (including Bank of America maintaining Buy), keeping upside case intact into 2026 as investors price AI infrastructure growth. This underpins valuation support even after recent volatility. AMD Draws Analyst Upgrades for 2026 While Top Investor Signals a Long-Term Strength
- Positive Sentiment: Product roadmap: coverage highlights AMD’s upcoming MI450 AI GPU lineup (launch expected in 2026) as a potential catalyst to close the gap with NVIDIA in rack‑scale AI deployments — a successful MI450 roll‑out would be a structural revenue driver. Could AMD Finally Close the Gap on Nvidia AI Dominance?
- Neutral Sentiment: Relative‑value/competitive pieces (TER vs. AMD) compare supply‑chain and margin dynamics — useful for investors sizing cross‑sector exposure but not an immediate stock catalyst. TER vs. AMD: Which AI Component Supplier Stock Is the Better Buy?
- Neutral Sentiment: Options‑income ETF spotlight (AMDY) is driving derivative flows related to AMD but represents a trading/interest vehicle rather than a corporate fundamental change. Watch option premium activity for short‑term volatility signals. If You Like AMD’s Future, AMDY Lets You Go Full Send With An Over 100% Distribution Yield
- Negative Sentiment: Sell‑off context: coverage noting AMD down sharply in recent sessions highlights profit‑taking and a technical pullback; investors should weigh short‑term volatility against 2026 growth expectations. Advanced Micro Devices (AMD) Down More Than 13.9%, Here’s What You Need to Know
- Negative Sentiment: Critical analyst take (Seeking Alpha) argues AMD may not be a compelling buy yet — highlights valuation, execution risks and competitive pressures; such pieces can amplify downside during market turbulence. Advanced Micro Devices: Still Not A Compelling Bet
- Negative Sentiment: Sector rotation risk: Oracle’s “phase two” narrative (infrastructure and sovereign cloud winners) may divert capital from pure‑play chip names; increased investor focus on cloud/data‑center operators could limit multiple expansion for chipmakers like AMD. Forget The Chips: Oracle Wins Phase Two of AI
Insider Transactions at Advanced Micro Devices
In related news, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Ava Hahn sold 2,868 shares of Advanced Micro Devices stock in a transaction that occurred on Monday, October 6th. The shares were sold at an average price of $226.01, for a total transaction of $648,196.68. Following the transaction, the senior vice president directly owned 9,033 shares in the company, valued at approximately $2,041,548.33. This trade represents a 24.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 183,476 shares of company stock valued at $40,249,093. 0.06% of the stock is owned by company insiders.
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.
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