Kesler Norman & Wride LLC Sells 3,166 Shares of Advanced Micro Devices, Inc. $AMD

Kesler Norman & Wride LLC reduced its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 18.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,637 shares of the semiconductor manufacturer’s stock after selling 3,166 shares during the quarter. Kesler Norman & Wride LLC’s holdings in Advanced Micro Devices were worth $2,206,000 at the end of the most recent reporting period.

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

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Long‑term upside thesis remains intact — The Motley Fool argues AMD’s recovery and AI exposure support multi‑year gains, reinforcing a growth narrative that can attract buy‑and‑hold investors. Where Will AMD Stock Be in 5 Years?
• Positive Sentiment: Third‑party partnerships and CES showcases boost AI credibility — A GlobeNewswire release highlights KunlunMeta’s partnership with AMD at CES, signaling customer interest in AMD accelerators for Chinese AI stacks. Partnerships like this underwrite revenue opportunities in data‑center inference. KunlunMeta Partners with AMD to Shine at CES
• Positive Sentiment: Analysts and market roundup highlight AMD as an AI leader — Weekly market reviews that call out Nvidia and AMD focus investor attention on AMD’s role in the AI infrastructure buildout, supporting demand expectations for MI‑series chips. Stock Market Rallies Broadly To Highs; Nvidia, AMD, Bloom Energy In Focus: Weekly Review
• Neutral Sentiment: CES generated broad AI/robotics headlines but mixed investor reaction — CNBC covered CES robot and AI demos that included AMD; media buzz raises profile but doesn’t guarantee immediate orders or margins. Humanoid robots take over CES in Las Vegas as tech industry touts future of AI
• Neutral Sentiment: Analyst/opinion pieces debate valuation after pullback — Several articles (Seeking Alpha, Yahoo Finance, Zacks) discuss whether a recent pullback leaves AMD attractively priced given a lofty P/E and high growth expectations; these pieces can support both buy and wait‑and‑see positions. AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
• Negative Sentiment: Profit‑taking and sentiment‑driven selling after CES announcements — Coverage notes a short‑term slide as investors rotate out after a big 2025 run; some traders view the CES reveal as underwhelming versus lofty expectations. Why is AMD stock plunging sharply on Thursday?
• Negative Sentiment: Insider selling and noisy social sentiment add caution — Aggregated commentary and data show heavy insider sales and mixed social media reaction to the MI450/Helios launches, which can amplify short‑term downside risk even if fundamentals remain strong. Advanced Micro Devices Stock (AMD) Opinions on CES 2026 Announcements
• Negative Sentiment: Debate on whether MI‑series hype is priced in — Critical pieces ask if MI450/Helios announcements represent a true breakout or mostly hype, raising execution and competitive risk concerns that could pressure the stock if adoption timelines slip. Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios?

Analyst Ratings Changes

Several research analysts recently weighed in on AMD shares. Rosenblatt Securities restated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. DZ Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price objective for the company in a research report on Wednesday, October 8th. KGI Securities set a $260.00 target price on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research note on Monday, October 13th. Cantor Fitzgerald set a $300.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, December 16th. Finally, Loop Capital set a $290.00 price objective on shares of Advanced Micro Devices and gave the company a “buy” rating in a research note on Wednesday, November 5th. Three investment 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 data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices Trading Down 0.7%

AMD opened at $203.17 on Friday. The firm’s fifty day moving average is $221.33 and its two-hundred day moving average is $191.90. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The firm has a market cap of $330.77 billion, a PE ratio of 100.58, a price-to-earnings-growth ratio of 0.87 and a beta of 1.95. 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 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 business had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm’s quarterly revenue was up 35.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.92 EPS. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated 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 sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction that occurred 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 owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 178,358 shares of company stock worth $39,229,623 over the last ninety days. 0.06% of the stock is currently owned by corporate insiders.

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.