Advanced Micro Devices, Inc. $AMD Shares Acquired by Noesis Capital Mangement Corp

Noesis Capital Mangement Corp boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 3.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 93,539 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,447 shares during the quarter. Advanced Micro Devices makes up approximately 2.3% of Noesis Capital Mangement Corp’s holdings, making the stock its 18th largest position. Noesis Capital Mangement Corp’s holdings in Advanced Micro Devices were worth $15,134,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in AMD. Brighton Jones LLC boosted its holdings in shares of Advanced Micro Devices by 178.2% during the fourth 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 lifted its position in Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares during the last quarter. Signature Estate & Investment Advisors LLC boosted its stake in Advanced Micro Devices by 25.7% during the 1st quarter. Signature Estate & Investment Advisors LLC now owns 2,814 shares of the semiconductor manufacturer’s stock valued at $289,000 after purchasing an additional 575 shares during the period. Arete Wealth Advisors LLC grew its position in Advanced Micro Devices by 21.5% in the 1st quarter. Arete Wealth Advisors LLC now owns 7,259 shares of the semiconductor manufacturer’s stock worth $746,000 after purchasing an additional 1,284 shares during the last quarter. Finally, Empowered Funds LLC increased its stake in shares of Advanced Micro Devices by 5.1% in the first quarter. Empowered Funds LLC now owns 94,287 shares of the semiconductor manufacturer’s stock valued at $9,687,000 after purchasing an additional 4,609 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the sale, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. The trade was a 0.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 178,358 shares of company stock worth $39,229,623. Insiders own 0.06% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: CES product push — AMD unveiled new AI hardware aimed at both AI PCs and data centers (Helios, Instinct MI400 family, MI455/MI440X previews), reinforcing its multi-front AI strategy that can expand addressable markets. AMD’s “AI Everywhere, for Everyone” Push: Is the Stock Ready to Rally?
• Positive Sentiment: Hyperscaler validation and longer-term upside — Analysts and bullish investors point to deeper hyperscaler relationships, rack-scale Helios platforms and roadmap execution (MI455/MI440X/MI500 preview) as evidence AMD can narrow Nvidia’s lead and support multi-year revenue growth. I Like AMD When The Market Hates It
• Positive Sentiment: Partnerships and executive messaging — CEO Lisa Su’s CES appearances (and on-stage conversations with OpenAI leadership reported by press) emphasize accelerating AI demand and hiring for AI skills, which supports the company’s growth narrative. AMD Stock: Wall Street Maintains Strong Buy Rating After CES 2026 Updates
• Neutral Sentiment: Upcoming earnings date — AMD set its fiscal Q4 and full‑year 2025 results release for Feb. 3; that report and management commentary will be the near-term catalyst for re‑setting expectations. AMD to Report Fiscal Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Sector comparisons and analyst reports — Industry pieces comparing AMD, Nvidia and Intel keep AMD in investors’ crosshairs; these comparisons drive relative flows but don’t change AMD’s fundamentals immediately. AMD vs. NVDA vs. INTC: Which Chip Stock Is the Best Pick for 2026, According to Analysts?
• Neutral Sentiment: Supply-chain backdrop — Strength at foundries (TSMC capacity and advanced packaging) supports industry demand; indirectly positive for AMD but not an immediate share-price driver. Taiwan Semiconductor Soars Past $1.6 Trillion As Big Tech Scrambles For Chip Capacity
• Negative Sentiment: Market disappointment at CES — Some investors judged AMD’s keynote and product reveals as underwhelming versus expectations, prompting profit-taking and pressure on the stock despite the roadmap. Should AMD Stock Investors Be Worried After the Company’s Latest Keynote Announcements Failed to Impress the Market?
• Negative Sentiment: Product-detail reaction — Shares dipped after specific Ryzen 7 9850X3D CPU details surfaced, as investors parsed demand, margins and refresh timing. AMD Stock Slips on Ryzen 7 9850X3D CPU Details
• Negative Sentiment: Profit-taking & valuation concerns — After a massive 2025 rally, analysts and technical traders cite heavy profit-taking, a ~20% pullback from October highs and risky chart patterns (island reversal), which amplify downside risk into earnings. AMD stock price forms a risky pattern amid valuation concerns
• Negative Sentiment: Sentiment fragility — Coverage notes that even upbeat comments from CEO Lisa Su haven’t halted recent selling, highlighting how sentiment and positioning (not just fundamentals) are driving short-term moves. Lisa Su’s Upbeat Comments Can’t Stop AMD Stock from Falling

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $210.02 on Thursday. The firm has a 50-day moving average of $223.39 and a two-hundred day moving average of $191.30. The company has a market capitalization of $341.92 billion, a price-to-earnings ratio of 103.97, a PEG ratio of 0.91 and a beta of 1.95. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping analysts’ consensus estimates 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 net margin of 10.32% and a return on equity of 8.04%. The business’s revenue for the quarter was up 35.6% on a year-over-year basis. During the same period in the previous year, the firm earned $0.92 EPS. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

AMD has been the subject of a number of recent analyst reports. Susquehanna reissued a “positive” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Friday, October 31st. Melius Research set a $380.00 price target on Advanced Micro Devices in a research note on Wednesday, November 12th. Sanford C. Bernstein restated a “market perform” rating and set a $200.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. UBS Group upped their price objective on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Finally, The Goldman Sachs Group raised their target price on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $277.06.

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.