Trust Point Inc. Takes Position in Advanced Micro Devices, Inc. $AMD

Trust Point Inc. acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,635 shares of the semiconductor manufacturer’s stock, valued at approximately $750,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in AMD. Pinney & Scofield Inc. boosted its stake in 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 purchasing an additional 85 shares during the period. Dogwood Wealth Management LLC raised its stake in shares of Advanced Micro Devices by 2,311.1% in the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 208 shares during the period. Avion Wealth lifted its holdings in shares of Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares in the last quarter. West Branch Capital LLC lifted its holdings in shares of Advanced Micro Devices by 3,057.1% in the second quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 214 shares in the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Advanced Micro Devices during the second quarter worth about $34,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

More Advanced Micro Devices News

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

• Positive Sentiment: Meeting in Beijing signals improved China relations and growth opportunities — China’s commerce minister met AMD CEO Lisa Su and AMD committed to deeper investments in China, which reduces geopolitical execution risk and supports demand in a key market. China commerce minister meets with AMD CEO
• Positive Sentiment: Wall Street sees more upside from AI product expansion — several broker notes and research pieces (Piper Sandler reiteration, TipRanks roundup) highlight AMD’s AI catalysts and estimate significant upside, reinforcing buy-side conviction. Piper Sandler reiterates Overweight TipRanks sees ~40% upside
• Positive Sentiment: Product roadmap and MI450 expectations are driving long‑term optimism — coverage highlighting AMD’s upcoming MI450 rack‑scale AI GPUs suggests a path to meaningful share gains versus peers once ramped. MarketBeat: MI450 and positioning
• Positive Sentiment: Sector strength helped the move — stronger results from peers (Micron) lifted chip stocks broadly, which often benefits AMD on rising demand expectations for AI servers and components. AMD rallies with sector after Micron
• Neutral Sentiment: Coverage recap: media pieces explain the intraday move — outlets are synthesizing the Beijing meeting, analyst notes and sector flows as the proximate cause of today’s uptick. Yahoo: Why AMD is jumping today
• Neutral Sentiment: Minor target change but rating intact — Truist trimmed its target slightly (from $279 to $277) but kept a buy stance, indicating analysts remain constructive even when adjusting near‑term assumptions. Truist target trimmed to $277
• Negative Sentiment: Heavy insider selling is a notable caution — filings/data show numerous insider sales (including senior executives) in recent months, which can concern some investors about timing of stock sales and temper enthusiasm. QuiverQuant: insider selling and VOO contribution
• Negative Sentiment: Recent pullback and volatility remain risks — some research houses and forecasts note a recent month‑over‑month drawdown and heightened volatility after a strong YTD run; investors should weigh valuation and execution risk into 2026 expectations. 24/7 Wall St.: price prediction & recent pullback

Insiders Place Their Bets

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the sale, the executive vice president owned 300,348 shares in the company, valued at $68,890,820.76. This represents a 6.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 183,476 shares of company stock worth $40,249,093. Company insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

AMD has been the topic of several research reports. Seaport Res Ptn cut Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research note on Thursday, September 4th. 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. HSBC increased their target price on shares of Advanced Micro Devices from $185.00 to $310.00 and gave the stock a “buy” rating in a report on Wednesday, October 15th. JPMorgan Chase & Co. lifted their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, November 5th. Finally, Evercore ISI boosted their price target on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $213.43 on Friday. The firm has a market capitalization of $347.47 billion, a P/E ratio of 105.66, a price-to-earnings-growth ratio of 1.58 and a beta of 1.93. 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 firm’s fifty day moving average price is $229.73 and its two-hundred day moving average price is $182.79. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08.

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

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.