Ashton Thomas Private Wealth LLC Boosts Stock Holdings in Advanced Micro Devices, Inc. $AMD

Ashton Thomas Private Wealth LLC grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 15.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 29,175 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,911 shares during the period. Ashton Thomas Private Wealth LLC’s holdings in Advanced Micro Devices were worth $4,720,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. raised its stake in shares of Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the period. State Street Corp grew its holdings in Advanced Micro Devices by 0.8% during the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after buying an additional 581,330 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Advanced Micro Devices by 1.4% during the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock valued at $5,181,556,000 after buying an additional 514,445 shares during the period. Norges Bank purchased a new stake in shares of Advanced Micro Devices in the second quarter worth about $3,094,662,000. Finally, Invesco Ltd. boosted its position in shares of Advanced Micro Devices by 6.1% in the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after acquiring an additional 715,557 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong Q4 results — record revenue ($10.3B), robust data‑center growth and beat on adjusted EPS that show execution and healthy margins. Read More.
• Positive Sentiment: Management remains bullish on long‑term AI demand and product roadmap (MI450, Helios rack‑scale, new Ryzen AI/Instinct launches) — CEO Lisa Su reiterated that AI adoption accelerates and could drive material revenue in later years. Read More.
• Positive Sentiment: Several Wall Street firms reaffirmed or raised targets/ratings after the print (Evercore, KeyCorp, Benchmark), supporting a longer‑term bullish thesis. Read More.
• Neutral Sentiment: Some analysts and outlets frame the post‑earnings decline as a buying opportunity — view differs by time horizon (short‑term volatility vs. multi‑quarter AI ramp). Read More.
• Neutral Sentiment: Macro/sector pressure amplified the move: broader tech weakness and AI‑sector rotation contributed to heavier selling across semis, not just AMD. Read More.
• Negative Sentiment: Investors flagged guidance and China exposure: AMD disclosed roughly $390M of MI308 sales to China in Q4 but is capping China AI revenue at ~$100M in Q1 amid licensing/export uncertainty — raising doubts about how much of the AI upside is repeatable. Read More.
• Negative Sentiment: Q1 outlook disappointed some short‑term expectations — guidance midpoint implies sequential decline despite strong YoY growth, and whisper/“implied” numbers had been higher, prompting profit‑taking. Read More.
• Negative Sentiment: Traders took gains and pushed a large one‑day selloff (sector contagion, mixed analyst notes and some downgrades), turning a beat into a sharp drop and large market‑cap loss in the session. Read More.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the 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 transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the completion of the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 164,000 shares of company stock valued at $36,034,173 over the last ninety days. Insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on AMD shares. Wedbush reaffirmed an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday. Truist Financial set a $283.00 price target on shares of Advanced Micro Devices in a research report on Wednesday. Bank of America reaffirmed a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Royal Bank Of Canada reissued a “sector perform” rating on shares of Advanced Micro Devices in a research note on Monday. Finally, Melius Research set a $380.00 target price on Advanced Micro Devices in a research report on Wednesday, November 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $286.50.

Advanced Micro Devices Trading Down 17.3%

NASDAQ AMD opened at $200.19 on Thursday. 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 stock’s 50-day simple moving average is $222.54 and its two-hundred day simple moving average is $203.94. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The company has a market capitalization of $325.92 billion, a price-to-earnings ratio of 75.54, a PEG ratio of 1.01 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.97% and a net margin of 12.52%.The company’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period in the prior year, the business earned $1.09 EPS. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Advanced Micro Devices Company 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.