SeaBridge Investment Advisors LLC Acquires 19,493 Shares of Advanced Micro Devices, Inc. $AMD

SeaBridge Investment Advisors LLC boosted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 602.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 22,727 shares of the semiconductor manufacturer’s stock after acquiring an additional 19,493 shares during the quarter. SeaBridge Investment Advisors LLC’s holdings in Advanced Micro Devices were worth $3,677,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of AMD. HBK Sorce Advisory LLC raised its position in shares of Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after acquiring an additional 43 shares in the last quarter. Crowley Wealth Management Inc. boosted its position in Advanced Micro Devices by 6.3% during the third quarter. Crowley Wealth Management Inc. now owns 792 shares of the semiconductor manufacturer’s stock valued at $128,000 after purchasing an additional 47 shares in the last quarter. Berger Financial Group Inc grew its stake in Advanced Micro Devices by 1.1% in the third quarter. Berger Financial Group Inc now owns 4,309 shares of the semiconductor manufacturer’s stock valued at $697,000 after purchasing an additional 48 shares during the last quarter. BSW Wealth Partners raised its holdings in Advanced Micro Devices by 0.6% in the third quarter. BSW Wealth Partners now owns 9,132 shares of the semiconductor manufacturer’s stock worth $1,478,000 after purchasing an additional 51 shares in the last quarter. Finally, Traveka Wealth LLC lifted its position in shares of Advanced Micro Devices by 1.7% during the third quarter. Traveka Wealth LLC now owns 3,361 shares of the semiconductor manufacturer’s stock valued at $544,000 after buying an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Buying and Selling

In related 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 value of $4,461,246.50. Following 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the 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 completion of the transaction, the chief executive officer 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 SEC filing for this sale provides additional information. Insiders sold 178,358 shares of company stock valued at $39,229,623 over the last quarter. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $214.35 on Wednesday. The company has a market cap of $348.97 billion, a price-to-earnings ratio of 106.11, a PEG ratio of 0.94 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The stock’s fifty day moving average price is $224.48 and its 200 day moving average price is $191.17. 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 posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.03. The business had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.92 EPS. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AMD. HSBC lifted their price objective on shares of Advanced Micro Devices from $185.00 to $310.00 and gave the stock a “buy” rating in a research report on Wednesday, October 15th. Stifel Nicolaus lifted their price target on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. The Goldman Sachs Group upped their price target on Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Sanford C. Bernstein reissued a “market perform” rating and issued a $200.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, Deutsche Bank Aktiengesellschaft set a $235.00 target price on Advanced Micro Devices and gave the stock a “hold” rating in a research note on Tuesday, October 14th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AMD unveiled new data‑center GPUs (MI455, MI440X) and previewed the MI500 roadmap at CES, positioning the company to attack smaller enterprise/private data‑center demand and narrow the gap with NVDA. AMD unveils new chips at CES
• Positive Sentiment: AMD rolled out the Ryzen AI 400 Series, Ryzen AI Max+, Ryzen AI Halo developer mini‑PC and the Ryzen 7 9850X3D gaming CPU — expanding addressable markets across AI PCs, edge/embedded and gaming while strengthening software (ROCm) support. These product announcements boost OEM adoption and developer momentum. AMD CES press release
• Positive Sentiment: AMD emphasized ecosystem wins (OEM product launches, partner demos, OpenAI participation) and software bundles (ROCm, Adrenalin AI) that improve developer stickiness and accelerate on‑device AI adoption. These help convert product roadmaps into revenue opportunities. Ecosystem and partner details
• Neutral Sentiment: AMD set its fiscal Q4 and full‑year 2025 earnings release and webcast for Feb. 3 — a near‑term catalyst where management can quantify CES product traction, demand trends and margin outlook. Earnings date announcement
• Negative Sentiment: Short‑term profit‑taking after a blockbuster 2025 gain has triggered selling pressure; several market reports attribute today’s weakness to investors locking in gains rather than new fundamental concerns. Profit‑taking coverage
• Negative Sentiment: Recent insider selling and active institutional rebalancing have amplified downward pressure; heavy insider dispositions can weigh on sentiment even if company outlook remains intact. QuiverQuant insider activity
• Negative Sentiment: Rising memory/pricing dynamics could push GPU costs higher (reported industry price increases), which may pressure OEM pricing, demand elasticity and near‑term margins for GPU products. Memory price/margin risk

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.