SFG Wealth Management LLC. Invests $264,000 in Advanced Micro Devices, Inc. $AMD

SFG Wealth Management LLC. purchased a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 1,232 shares of the semiconductor manufacturer’s stock, valued at approximately $264,000.

Several other institutional investors also recently modified their holdings of AMD. Brighton Jones LLC lifted its stake in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after acquiring an additional 2,970 shares during the period. United Bank raised its holdings in shares of Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after purchasing an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares during the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Q1 beat + bullish guidance: AMD reported stronger-than-expected Q1 results (EPS and revenue beat) and guided Q2 revenue above Street expectations, driven by an accelerating data‑center/AI demand cycle. AMD forecasts quarterly revenue above expectations — Reuters
• Positive Sentiment: Strong data‑center momentum and management commentary: Data‑center revenue jumped materially year‑over‑year and CEO Lisa Su highlighted accelerating AI/agent adoption as a driver of sustained CPU and GPU demand. AMD’s Su explains what’s behind massive forecast change — CNBC
• Positive Sentiment: Broad analyst upgrades and sharply higher price targets: Multiple firms raised ratings and targets after the quarter (Goldman, TD Cowen, Wells Fargo, Rosenblatt, etc.), which amplified buy-side momentum and reinforced upside expectations. Wall Street just piled into AMD: eight firms hike price targets — 247WallSt
• Positive Sentiment: Supply/partner wins (TSMC memory capacity): Reports of critical capacity/support from suppliers helped validate AMD’s ability to scale AI chip production, easing a key execution risk for hyperscaler orders. AMD surges on TSMC capacity win and strong earnings — Blockonomi
• Neutral Sentiment: Morgan Stanley raised its price target to $410 but kept an equal‑weight view — a vote of confidence on fundamentals but a cautious stance on valuation at current levels. Price Target Raised to $410 at Morgan Stanley — American Banking News
• Neutral Sentiment: JPMorgan raised its target (to $385) but maintained a neutral rating — some banks are tempering enthusiasm with valuation/near‑term positioning caveats. JPMorgan price target change — TickerReport
• Negative Sentiment: Profit‑taking by large active managers: ARK (Cathie Wood) trimmed AMD exposure, selling roughly $8M of shares — signals some funds are locking gains amid the recent rally. Cathie Wood sells AMD — Benzinga
• Negative Sentiment: Insider sales and technical/valuation cautions: Public filings show sizable insider/management sell activity and some analysts/market monitors flag stretched technicals (RSI) and elevated multiples — risks for short‑term pullbacks or volatility. Insider trading data — QuiverQuant RSI/technical caution — TipRanks

Advanced Micro Devices Trading Up 18.4%

Shares of Advanced Micro Devices stock opened at $420.56 on Thursday. Advanced Micro Devices, Inc. has a 1-year low of $96.88 and a 1-year high of $430.60. The company’s fifty day simple moving average is $240.09 and its 200-day simple moving average is $230.52. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The stock has a market capitalization of $685.66 billion, a PE ratio of 137.89, a P/E/G ratio of 1.26 and a beta of 2.40.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, topping the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.68% and a net margin of 13.37%.The firm had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same period in the prior year, the business posted $0.96 EPS. Advanced Micro Devices’s revenue was up 37.8% on a year-over-year basis. As a group, equities analysts anticipate that Advanced Micro Devices, Inc. will post 5.91 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. Piper Sandler restated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Cantor Fitzgerald boosted their target price on shares of Advanced Micro Devices to $500.00 and gave the company an “overweight” rating in a research note on Wednesday. Wedbush raised their price target on Advanced Micro Devices from $290.00 to $400.00 and gave the stock an “outperform” rating in a research note on Monday. Susquehanna lifted their price objective on Advanced Micro Devices from $375.00 to $450.00 and gave the stock a “positive” rating in a report on Wednesday. Finally, Benchmark upped their price objective on Advanced Micro Devices from $325.00 to $485.00 and gave the company a “buy” rating in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $385.86.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the company’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Mark D. Papermaster sold 31,320 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the completion of the transaction, the executive vice president directly owned 1,236,037 shares in the company, valued at $432,612,950. This trade represents a 2.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 304,672 shares of company stock worth $70,135,070. Company insiders own 0.50% of the company’s stock.

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.