Mutual Advisors LLC Buys 6,608 Shares of Advanced Micro Devices, Inc. $AMD

Mutual Advisors LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,413 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,608 shares during the quarter. Mutual Advisors LLC’s holdings in Advanced Micro Devices were worth $10,583,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. HHM Wealth Advisors LLC grew its position in Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after buying an additional 40 shares in the last quarter. HBK Sorce Advisory LLC lifted its holdings in shares of 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 worth $2,169,000 after acquiring an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB grew its stake in shares of Advanced Micro Devices by 0.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after buying an additional 43 shares during the last quarter. Moseley Investment Management Inc. increased its holdings in Advanced Micro Devices by 0.5% in the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after purchasing an additional 44 shares in the last quarter. Finally, OneAscent Family Office LLC increased its stake in shares of Advanced Micro Devices by 2.6% in the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock valued at $284,000 after buying an additional 44 shares during the period. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $236.73 on Friday. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The business’s fifty day moving average is $221.48 and its 200 day moving average is $202.47. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The stock has a market cap of $385.41 billion, a price-to-earnings ratio of 117.19, a PEG ratio of 1.05 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 (EPS) for the quarter, beating analysts’ consensus estimates 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 firm 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 posted $0.92 EPS. The company’s revenue for the quarter was up 35.6% compared to the same quarter last year. Research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on AMD shares. Royal Bank Of Canada initiated coverage on shares of Advanced Micro Devices in a research report on Wednesday, January 14th. They issued a “sector perform” rating and a $230.00 price target on the stock. KGI Securities set a $260.00 price target on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research note on Monday, October 13th. Stifel Nicolaus increased their price objective on Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. JPMorgan Chase & Co. boosted their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. Two investment 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 stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $281.06.

Insider Transactions at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction 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 sale, the executive vice president owned 300,348 shares in the company, valued at $68,890,820.76. This represents a 6.08% decrease in their ownership of the stock. 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 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 directly owned 16,359 shares in the company, valued at approximately $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 valued at $36,034,173 in the last quarter. Insiders own 0.06% 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 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.