Waterfront Wealth Inc. Boosts Stake in Advanced Micro Devices, Inc. $AMD

Waterfront Wealth Inc. lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 58.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,768 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,699 shares during the quarter. Waterfront Wealth Inc.’s holdings in Advanced Micro Devices were worth $2,066,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in AMD. Norges Bank purchased a new position in shares of Advanced Micro Devices during the second quarter worth approximately $3,094,662,000. Jennison Associates LLC acquired a new stake in Advanced Micro Devices during the 3rd quarter worth $626,826,000. Nordea Investment Management AB grew its position in Advanced Micro Devices by 203.7% during the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after purchasing an additional 2,619,294 shares during the last quarter. Rafferty Asset Management LLC increased its stake in Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after purchasing an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. raised its holdings in shares of Advanced Micro Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after buying an additional 2,281,508 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In other news, 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 sale, the executive vice president 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was 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 in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 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.

Analyst Ratings Changes

AMD has been the topic of a number of research reports. UBS Group set a $310.00 price target on Advanced Micro Devices in a report on Wednesday. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Sanford C. Bernstein set a $235.00 target price on Advanced Micro Devices in a report on Wednesday. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Wolfe Research set a $300.00 price objective on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research note on Tuesday, October 14th. Twenty-nine equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $290.11.

Key Advanced Micro Devices News

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

• Positive Sentiment: Broad AI/chip rally lifted AMD and contributed to SPY’s gains — market rotation back into AI names helped propel AMD higher as investors bought oversold semiconductor shares. SPY is up 1.2% today, on AMD stock price movement
• Positive Sentiment: Cathie Wood/ARK bought the dip — ARK funds and other buyers accumulated AMD after the post‑earnings plunge, providing buying support and signaling conviction among some large active managers. Cathie Wood Just Bought the Dip in AMD Stock. Should You?
• Positive Sentiment: Strategic narrative remains intact — analysis pieces highlighting AMD’s competitive positioning (the “second‑place” AI advantage and strong data center/CPU momentum) have supported the view that the selloff was a near‑term overreaction. Why Second Place Could Be AMD’s Biggest Advantage
• Positive Sentiment: Analysts and price‑target activity — several firms have reaffirmed buy/outperform ratings and some boosted targets after earnings, giving investors fresh upside scenarios (median targets in the high‑two hundreds). Analysts reset AMD stock price target after earnings
• Neutral Sentiment: Research‑note estimate changes — some boutiques (e.g., Northland) have tweaked near‑term EPS assumptions both up and down for FY2026/FY2027; keep watching consensus revisions as guidance is digested.
• Negative Sentiment: China supply/lead‑time issues — Reuters reports AMD (and peers) have warned customers in China about extended CPU lead times, a near‑term operational headwind that could pressure revenue timing. Intel, AMD notify customers in China of lengthy waits for CPUs
• Negative Sentiment: Weak near‑term guidance prompted the earlier crash — management’s Q1 revenue commentary and investor concern over sustainability of AI revenue drove a multi‑day selloff that remains an overhang (volatility likely until guidance clarity returns). Why AMD’s stock dove to its worst day in years after earnings
• Negative Sentiment: Heavy insider selling noted in recent filings — disclosed insider sales have drawn attention and can sap sentiment even as institutions buy the dip.

Advanced Micro Devices Trading Up 8.3%

NASDAQ:AMD opened at $208.44 on Monday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock has a fifty day moving average price of $221.93 and a two-hundred day moving average price of $204.89. The stock has a market capitalization of $339.84 billion, a price-to-earnings ratio of 78.66, a PEG ratio of 0.79 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business’s revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.09 EPS. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

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.