Howard Capital Management Inc. Has $13.20 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Howard Capital Management Inc. raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 15.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 81,573 shares of the semiconductor manufacturer’s stock after purchasing an additional 10,680 shares during the quarter. Howard Capital Management Inc.’s holdings in Advanced Micro Devices were worth $13,198,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AMD. ORG Wealth Partners LLC raised its stake in Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the last quarter. Pinney & Scofield Inc. grew its holdings in Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares during the period. Avion Wealth grew its holdings in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 72 shares during the period. Evolution Wealth Management Inc. bought a new position in shares of Advanced Micro Devices in the 2nd quarter worth about $34,000. Finally, Signature Resources Capital Management LLC lifted its stake in shares of Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after purchasing an additional 138 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Wells Fargo reiterated an “overweight” rating and publicly pushed back on reports of MI‑series delays, issuing a $345 price target — a clear buy‑on‑weakness signal that supports upside if delay fears fade. Wells Fargo refutes delay claims
• Positive Sentiment: High‑profile endorsement: Jim Cramer lauded AMD’s execution and CEO performance, which can help sentiment and attract momentum buyers. Cramer praises AMD CEO
• Positive Sentiment: Analyst support: Susquehanna and other firms continue to highlight strengthening AI/data‑center momentum and have reiterated Buy ratings with elevated targets (e.g., $300), bolstering medium‑term upside expectations. Susquehanna reiterates Buy
• Neutral Sentiment: Microsoft signaled it will continue buying AI chips from vendors like AMD even as it rolls out its own silicon, which reduces a structural risk but is not an immediate revenue catalyst. Microsoft comment on AI chips
• Neutral Sentiment: Options flow and large trades show active positioning around earnings and product launches — useful for short‑term volatility but not definitive on direction. Options activity on AMD
• Neutral Sentiment: Broader market lists (e.g., “5 Stocks to Buy in February”) include AMD as a momentum candidate, reflecting positive thematic support but not immediate price drivers. MarketBeat buy list
• Negative Sentiment: Conflicting reports (SemiAnalysis cited by multiple outlets) suggest potential delays to AMD’s MI‑series AI accelerators; such timing uncertainty is the primary near‑term catalyst for the share pullback. Reports of AI chip delays
• Negative Sentiment: Valuation concerns: several analysts/commentators argue AMD’s rally already prices in large AI/data‑center wins and the stock looks expensive relative to near‑term deliverables, prompting profit‑taking. Valuation critique
• Negative Sentiment: Broad market weakness and sector rotation amplified the decline today — not unique to AMD but important for short‑term downside pressure. Market sell-off context

Advanced Micro Devices Stock Down 6.1%

Advanced Micro Devices stock opened at $236.73 on Friday. The firm has a market capitalization of $385.41 billion, a price-to-earnings ratio of 117.19, a price-to-earnings-growth ratio of 1.05 and a beta of 1.95. The firm’s fifty day moving average price is $221.48 and its two-hundred day moving average price is $202.14. 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 announced its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.03. The business had revenue of $9.25 billion for 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 revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter last year, the firm earned $0.92 EPS. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president directly owned 300,348 shares of the company’s stock, valued at $68,890,820.76. The trade was a 6.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 164,000 shares of company stock worth $36,034,173 in the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Wolfe Research set a $300.00 target price on Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Tuesday, October 14th. Evercore ISI increased their price target on Advanced Micro Devices from $270.00 to $283.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Jefferies Financial Group set a $300.00 price objective on shares of Advanced Micro Devices and gave the company a “positive” rating in a research note on Monday, October 6th. Finally, Susquehanna reissued a “positive” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research note on Friday, October 31st. 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. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $281.06.

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.