Envestnet Portfolio Solutions Inc. Raises Position in Advanced Micro Devices, Inc. $AMD

Envestnet Portfolio Solutions Inc. lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 100,013 shares of the semiconductor manufacturer’s stock after buying an additional 4,582 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Advanced Micro Devices were worth $16,181,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in AMD. ORG Wealth Partners LLC lifted its position in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares in the last quarter. Pinney & Scofield Inc. raised its stake in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 85 shares during the last quarter. Dogwood Wealth Management LLC raised its stake in shares of Advanced Micro Devices by 2,311.1% in the second quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 208 shares during the last quarter. Avion Wealth lifted its holdings in shares of Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares in the last quarter. Finally, Signature Resources Capital Management LLC boosted its position in shares of Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after buying an additional 138 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of recent analyst reports. KGI Securities set a $260.00 target price on Advanced Micro Devices and gave the stock an “outperform” rating in a research report on Monday, October 13th. Barclays reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. JPMorgan Chase & Co. boosted their price objective 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. Deutsche Bank Aktiengesellschaft set a $235.00 target price on shares of Advanced Micro Devices and gave the stock a “hold” rating in a report on Tuesday, October 14th. Finally, Raymond James Financial began coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $279.67.

Insider Buying and Selling

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the sale, the executive vice president directly owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s 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 sale, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 164,000 shares of company stock worth $36,034,173. Corporate insiders own 0.06% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Advanced Micro Devices Stock Up 2.3%

AMD opened at $259.68 on Friday. The firm’s 50 day simple moving average is $218.66 and its two-hundred day simple moving average is $198.45. The company has a market capitalization of $422.77 billion, a PE ratio of 128.56, a PEG ratio of 1.06 and a beta of 1.95. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. 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 (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS 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 firm had revenue of $9.25 billion during the quarter, compared to analyst estimates of $8.76 billion. During the same period in the prior year, the business posted $0.92 EPS. Advanced Micro Devices’s revenue was up 35.6% on a year-over-year basis. As a group, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

About Advanced Micro Devices

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.