United Asset Strategies Inc. Grows Position in Advanced Micro Devices, Inc. $AMD

United Asset Strategies Inc. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 47.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,095 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,242 shares during the period. United Asset Strategies Inc.’s holdings in Advanced Micro Devices were worth $2,119,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. HBK Sorce Advisory LLC raised its position in Advanced Micro Devices by 0.3% in the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after purchasing an additional 43 shares during the period. Crowley Wealth Management Inc. grew its stake in shares of Advanced Micro Devices by 6.3% in the third quarter. Crowley Wealth Management Inc. now owns 792 shares of the semiconductor manufacturer’s stock valued at $128,000 after buying an additional 47 shares in the last quarter. Berger Financial Group Inc grew its stake in shares of 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 buying an additional 48 shares in the last quarter. BSW Wealth Partners raised its holdings in shares of Advanced Micro Devices by 0.6% in the 3rd quarter. BSW Wealth Partners now owns 9,132 shares of the semiconductor manufacturer’s stock valued at $1,478,000 after buying an additional 51 shares during the period. Finally, Traveka Wealth LLC lifted its stake in Advanced Micro Devices by 1.7% during the 3rd quarter. Traveka Wealth LLC now owns 3,361 shares of the semiconductor manufacturer’s stock worth $544,000 after acquiring an additional 56 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $210.02 on Thursday. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The firm’s 50 day moving average is $223.39 and its two-hundred day moving average is $191.30. The firm has a market capitalization of $341.92 billion, a P/E ratio of 103.97, a P/E/G ratio of 0.91 and a beta of 1.95.

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

Insider Activity at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 178,358 shares of company stock valued at $39,229,623 over the last ninety days. Insiders own 0.06% of the company’s stock.

Trending Headlines about 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

Analyst Ratings Changes

A number of analysts have issued reports on AMD shares. Wells Fargo & Company boosted their price target on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 12th. Wall Street Zen downgraded shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a research note on Saturday, December 27th. Cantor Fitzgerald set a $300.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, December 16th. JPMorgan Chase & Co. raised their target price on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Finally, Piper Sandler reiterated an “overweight” rating and set a $280.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three investment 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 company’s stock. Based on data from MarketBeat.com, Advanced Micro Devices 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.