Shum Financial Group Inc. Takes $471,000 Position in Advanced Micro Devices, Inc. $AMD

Shum Financial Group Inc. acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 2,913 shares of the semiconductor manufacturer’s stock, valued at approximately $471,000.

Several other institutional investors have also recently made changes to their positions in AMD. Pinney & Scofield Inc. boosted its holdings in Advanced Micro Devices by 81.0% during the second 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 last quarter. Dogwood Wealth Management LLC increased its stake in 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 buying an additional 208 shares during the last quarter. Avion Wealth boosted its stake in shares of Advanced Micro Devices by 49.3% in the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after buying an additional 72 shares during the last quarter. Signature Resources Capital Management LLC grew its holdings in shares of Advanced Micro Devices by 170.4% in the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after acquiring an additional 138 shares in the last quarter. Finally, West Branch Capital LLC lifted its holdings in Advanced Micro Devices by 3,057.1% during the second quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after acquiring an additional 214 shares during the period. 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: MI450 launch could be transformational for AMD’s data‑center revenue; MarketBeat highlights that the MI450 rack‑scale GPUs position AMD to challenge NVIDIA and could trigger significant upside if the ramp outperforms expectations. Advanced Micro Devices Is the Most Compelling AI Trade for 2026
• Positive Sentiment: Wall Street tone is broadly bullish after AMD’s big 2025 run — coverage increases and price‑target upgrades are cited as conviction drivers that support further upside. Wall Street bullish on Advanced Micro Devices (AMD), here’s why
• Positive Sentiment: Analyst commentary (including Mizuho/media coverage) expects further gains into 2026, driven by AI/GPU demand and a strong sales pipeline — a tailwind for sentiment and potential upgrades. AMD Stock Is Up 78% in 2025. What to Expect for Shares in 2026… and Beyond
• Positive Sentiment: CES 2026 engagement (CEO Lisa Su keynote) is a near-term catalyst where product messaging and enterprise traction could lift sentiment and order visibility. What Does CES 2026 Hold for AMD Stock?
• Neutral Sentiment: Inclusion and weight in broad semi ETFs (XSD) and positive sector flows help liquidity and create steady buyer interest but spread exposure across peers rather than concentrating risk in AMD alone. Find the Next NVIDIA With This Semiconductor ETF
• Neutral Sentiment: Seasonal / macro catalyst: Q4/Q1 earnings season could be a bullish engine for tech/AI names broadly, which helps AMD if results and guidance beat conservatively low expectations. Why Q4 Earnings Season Could Be a Bullish Catalyst for S&P 500 Stocks
• Neutral Sentiment: Long‑term bull case vs. current valuation: analysts and commentaries note robust top‑line growth but warn multiples are stretched — this can amplify volatility around earnings and guidance. AMD: Let’s Talk About This Pick In ’26
• Negative Sentiment: NVIDIA developments raise competitive risk — a Fool piece flags potential implications if NVIDIA expands licensing or partner programs (e.g., Groq/NVIDIA dynamics) that could alter hyperscaler relationships or margins. Should AMD Stock Investors Be Worried About Nvidia Licensing Groq Technology?
• Negative Sentiment: Market rumors about early‑2026 GPU price hikes pressured semi names and can dent near‑term demand expectations — a short‑term headwind for shares. AMD & Nvidia Stocks Slip on 2026 GPU Price Hike Rumors

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 181,226 shares of company stock valued at $39,877,820 in the last three months. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Down 0.1%

AMD stock opened at $215.34 on Wednesday. The company’s 50 day moving average is $227.45 and its 200 day moving average is $187.98. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. 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 stock has a market cap of $350.58 billion, a price-to-earnings ratio of 106.60, a price-to-earnings-growth ratio of 1.60 and a beta of 1.93.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.03. The business had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.Advanced Micro Devices’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period last year, the company earned $0.92 EPS. Sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. JPMorgan Chase & Co. upped their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, November 5th. Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, December 2nd. The Goldman Sachs Group lifted their price objective on Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Wall Street Zen downgraded shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Saturday. Finally, DZ Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 target price for the company in a research note on Wednesday, October 8th. Three 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 stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $277.06.

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.