Secured Retirement Advisors LLC purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 3,101 shares of the semiconductor manufacturer’s stock, valued at approximately $502,000.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Pinney & Scofield Inc. lifted its holdings in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 85 shares during the period. Dogwood Wealth Management LLC raised its holdings in shares of Advanced Micro Devices by 2,311.1% in the second quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 208 shares in the last quarter. Avion Wealth lifted its stake in Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 72 shares during the period. West Branch Capital LLC grew its holdings in Advanced Micro Devices by 3,057.1% during the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after acquiring an additional 214 shares in the last quarter. Finally, Evolution Wealth Management Inc. bought a new position in Advanced Micro Devices during the 2nd quarter worth about $34,000. Institutional investors own 71.34% of the company’s stock.
Advanced Micro Devices News Summary
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Potential China catalyst — multiple reports point to a possible large MI308 GPU order from Alibaba (and wider China GPU demand) for 2026, which would materially boost AMD’s data‑center revenue if confirmed. A Big China Catalyst Could Be Coming for AMD Stock in 2026
- Positive Sentiment: Analyst optimism and price targets — recent analyst notes are overwhelmingly bullish (multiple “Buy/Outperform” ratings) and the median 6‑month price target cited is ~$283, supporting upside expectations vs. current levels. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Positive Sentiment: Institutional accumulation — large managers increased exposure in Q3 (notably UBS AM added ~14.4M shares) and some funds (e.g., Harbor Capital Appreciation Fund) also reported additions, providing demand support. Harbor Capital Appreciation Fund Added Advanced Micro Devices (AMD) in Q3
- Neutral Sentiment: Product roadmap chatter — social media and trade writeups hype upcoming MI350/MI355X and longer‑term MI450 rack‑scale GPUs; promising benchmarks are circulating but commercial wins and volumes remain unconfirmed. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Neutral Sentiment: Regulatory/tariff timeline extended — a U.S. delay on China chip tariffs to mid‑2027 reduces near‑term trade friction risk for exports, but full access and scale in China are still uncertain. NVDA, AMD, AVGO: Why China Tariff Delay Could Be a Boost for US Chipmakers
- Negative Sentiment: Heavy insider selling — Quiver shows 61 insider sales in six months (CEO and senior execs among the sellers), which can signal near‑term tax‑ or liquidity‑driven selling and pressures sentiment. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Negative Sentiment: Competitive dynamics — Oracle, Nvidia and other ecosystem players are making strategic data‑center and AI plays; market share gains are possible but execution risk and margin competition could cap upside. Forget The Chips: Oracle Wins Phase 2 of AI (AMD)
Insider Activity at Advanced Micro Devices
Advanced Micro Devices Stock Down 0.0%
Shares of AMD stock opened at $214.80 on Friday. The stock’s fifty day moving average price is $228.77 and its 200 day moving average price is $185.06. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The company has a market cap of $349.69 billion, a price-to-earnings ratio of 106.33, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same period last year, the business posted $0.92 earnings per share. The firm’s revenue was up 35.6% compared to the same quarter last year. On average, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.
Analysts Set New Price Targets
AMD has been the subject of several research reports. The Goldman Sachs Group upped their price target on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. KGI Securities set a $260.00 price objective on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, October 13th. Robert W. Baird set a $300.00 target price on Advanced Micro Devices in a research report on Wednesday, November 5th. Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Finally, Jefferies Financial Group set a $300.00 price objective on Advanced Micro Devices and gave the stock a “positive” rating in a research note on Monday, October 6th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $277.06.
Get Our Latest Report on Advanced Micro Devices
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.
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