Woodard & Co. Asset Management Group Inc. ADV bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 5,148 shares of the semiconductor manufacturer’s stock, valued at approximately $833,000.
A number of other large investors also recently made changes to their positions in the business. ORG Wealth Partners LLC increased its stake in Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the last quarter. Pinney & Scofield Inc. grew its holdings in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 85 shares during the period. Dogwood Wealth Management LLC increased its stake in shares of Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 208 shares during the last quarter. Avion Wealth increased its stake in shares of Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 72 shares during the last quarter. Finally, West Branch Capital LLC lifted its holdings in shares of Advanced Micro Devices by 3,057.1% during the 2nd 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. Hedge funds and other institutional investors own 71.34% of the company’s stock.
More Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Reports that Meta plans to buy more AI chips from AMD bolstered expectations for near‑term data‑center revenue and backlog. Read More.
- Positive Sentiment: Riot Platforms announced a multi‑year lease with AMD (initial 25 MW, option to 200 MW) for Rockdale, TX — a concrete sign AMD is securing dedicated power/data‑center capacity for HPC/AI deployments. Read More.
- Positive Sentiment: AMD added former Accenture CFO KC McClure to its board, strengthening financial/governance expertise ahead of a big AI expansion — a credibility boost for investors. Read More.
- Positive Sentiment: Analysts and market commentary (including bullish notes and higher targets) plus high‑profile industry comments about massive AI infrastructure spending lifted sentiment toward AMD as a core AI infrastructure play. Read More.
- Positive Sentiment: Broader AI buildout rhetoric (e.g., Jensen Huang saying “trillions” are needed) helped chip peers; investors are rotating into infrastructure suppliers like AMD on the expectation of multi‑year capex cycles. Read More.
- Positive Sentiment: Technical/momentum factors — AMD has extended a multi‑session winning streak as investor flows and optimism ahead of the MI450 GPU ramp gather steam. Read More.
- Neutral Sentiment: Q4 earnings and guidance (early Feb.) are the next major catalyst — results could validate the AI/data‑center narrative or reintroduce caution; investors are positioning ahead of the print. Read More.
- Neutral Sentiment: Market pieces frame 2026 as a potential “turnaround” if MI450 execution and channel deals scale — a bullish scenario that still depends on execution and supply ramp timing. Read More.
- Negative Sentiment: Insider selling has picked up (recent Form 4 disclosures), which can unsettle some investors ahead of earnings despite company‑level positives. Read More.
- Negative Sentiment: Policy/tariff headlines (reports of a 25% tariff on certain AMD chips) and some analyst warnings about valuation could pressure sentiment if they broaden or are confirmed. Read More.
- Negative Sentiment: Some analysts caution the stock already prices in significant AI upside — disappointing guidance or slower MI450 ramp could trigger a pullback. Read More.
Advanced Micro Devices Stock Up 7.7%
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its earnings results 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 return on equity of 8.04% and a net margin of 10.32%.The company had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter in the prior year, the business earned $0.92 earnings per share. The company’s revenue was up 35.6% compared to the same quarter last year. Research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.
Analyst Ratings Changes
Several equities analysts recently commented on the stock. Wall Street Zen lowered shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a research report on Sunday. Sanford C. Bernstein boosted their price objective on shares of Advanced Micro Devices from $200.00 to $225.00 and gave the company a “market perform” rating in a research note on Wednesday. Loop Capital set a $290.00 price objective on Advanced Micro Devices and gave the stock a “buy” rating in a report on Wednesday, November 5th. Cantor Fitzgerald set a $300.00 target price on Advanced Micro Devices in a report on Tuesday, December 16th. Finally, Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $279.67.
Read Our Latest Analysis on Advanced Micro Devices
Insider Buying and Selling
In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, December 11th. The shares were 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 in the company, valued at $705,116,186.64. This represents a 3.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 164,000 shares of company stock worth $36,034,173 in the last 90 days. 0.06% of the stock is owned by 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.
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