Quilter Plc Has $159.91 Million Position in Advanced Micro Devices, Inc. $AMD

Quilter Plc lowered its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 988,352 shares of the semiconductor manufacturer’s stock after selling 21,307 shares during the quarter. Advanced Micro Devices comprises 2.7% of Quilter Plc’s investment portfolio, making the stock its 12th biggest holding. Quilter Plc’s holdings in Advanced Micro Devices were worth $159,905,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of AMD. Sawgrass Asset Management LLC purchased a new position in shares of Advanced Micro Devices in the third quarter valued at $10,765,000. TFR Capital LLC. bought a new stake in Advanced Micro Devices during the third quarter valued at $659,000. FSB Premier Wealth Management Inc. grew its holdings in shares of Advanced Micro Devices by 21.5% during the third quarter. FSB Premier Wealth Management Inc. now owns 1,920 shares of the semiconductor manufacturer’s stock worth $311,000 after purchasing an additional 340 shares in the last quarter. Frazier Financial Advisors LLC increased its position in shares of Advanced Micro Devices by 204.6% in the third quarter. Frazier Financial Advisors LLC now owns 265 shares of the semiconductor manufacturer’s stock worth $43,000 after purchasing an additional 178 shares during the last quarter. Finally, Sagespring Wealth Partners LLC raised its stake in Advanced Micro Devices by 2.3% in the third quarter. Sagespring Wealth Partners LLC now owns 24,394 shares of the semiconductor manufacturer’s stock valued at $3,947,000 after purchasing an additional 549 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on AMD. JPMorgan Chase & Co. increased their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. KGI Securities set a $260.00 price target on Advanced Micro Devices and gave the company an “outperform” rating in a research report on Monday, October 13th. Susquehanna reiterated a “positive” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Friday, October 31st. Stifel Nicolaus raised their price objective on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Finally, UBS Group boosted their target price on Advanced Micro Devices from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $279.67.

Advanced Micro Devices Stock Performance

Shares of NASDAQ:AMD opened at $259.68 on Friday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The company has a market cap of $422.77 billion, a price-to-earnings ratio of 128.56, a price-to-earnings-growth ratio of 1.08 and a beta of 1.95. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The company has a 50-day moving average price of $218.66 and a 200-day moving average price of $198.87.

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

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 164,000 shares of company stock worth $36,034,173 over the last ninety days. Corporate 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.