Advanced Micro Devices, Inc. $AMD Shares Bought by Warm Springs Advisors Inc.

Warm Springs Advisors Inc. grew its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,316 shares of the semiconductor manufacturer’s stock after buying an additional 2,565 shares during the quarter. Advanced Micro Devices accounts for 3.1% of Warm Springs Advisors Inc.’s investment portfolio, making the stock its 11th largest holding. Warm Springs Advisors Inc.’s holdings in Advanced Micro Devices were worth $4,096,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in AMD. HHM Wealth Advisors LLC boosted its holdings in Advanced Micro Devices by 2.4% in the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after purchasing an additional 40 shares in the last quarter. HBK Sorce Advisory LLC grew its stake in shares of Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after purchasing an additional 43 shares during the period. Wilmington Savings Fund Society FSB increased its holdings in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after purchasing an additional 43 shares in the last quarter. Moseley Investment Management Inc. lifted its stake in shares of Advanced Micro Devices by 0.5% in the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after purchasing an additional 44 shares during the period. Finally, OneAscent Family Office LLC increased its holdings in 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 in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the transaction, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the 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 sale, the senior vice president 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 271,892 shares of company stock valued at $58,476,908. Company insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on AMD shares. Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 5th. JPMorgan Chase & Co. lifted their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 5th. Finally, Barclays reissued an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $290.53.

More Advanced Micro Devices News

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

• Positive Sentiment: Meta multi‑year deployment of AMD Instinct GPUs (up to ~6 GW, reported as a potential ~$100B ecosystem opportunity) materially boosts AMD’s data‑center revenue runway and reduces customer concentration risk. Meta strikes up to $100B AMD chip deal
• Positive Sentiment: AMD announced a strategic partnership with Nutanix and an investment in Nutanix stock, expanding its ecosystem for turnkey AI infrastructure and creating another hyperscaler/enterprise channel for Instinct GPUs. AMD and Nutanix Announce Strategic Partnership
• Positive Sentiment: Multiple brokerages raised price targets or reiterated buys after the Meta/Nutanix news (Mizuho, Goldman, Benchmark among them), which supports upside expectations and underpins longer‑term analyst conviction. Mizuho Increases AMD Price Target to $280
• Neutral Sentiment: OEM and partner product rollouts (e.g., Supermicro EPYC/Blade announcements, companies joining AMD’s AI developer program) validate ecosystem adoption but are incremental vs. hyperscaler contracts for near‑term revenue. Supermicro debuts AMD EPYC‑powered MicroBlade platform
• Negative Sentiment: Sector rotation after Nvidia’s earnings/guidance spurred profit‑taking in chip stocks; Nvidia’s dominance and strong guidance raised questions about pacing of AI capex and pressured AMD in sympathy. AMD and Broadcom Stocks Drop After Nvidia Earnings
• Negative Sentiment: Investor skepticism about the timing and scale of spending from major AI customers (OpenAI and others) has re‑emerged, creating near‑term revenue‑visibility concerns despite multi‑year deals. AMD fell as investors doubt OpenAI spending plans
• Negative Sentiment: Critical/opinion pieces and comparative forecasts (e.g., predictions that other AI names could outpace AMD) highlight competition risk and keep some investors cautious despite the headline deals. Prediction: This AI Stock Will Be Worth More Than AMD

Advanced Micro Devices Stock Performance

Shares of NASDAQ:AMD opened at $203.68 on Friday. The business’s 50-day simple moving average is $219.86 and its 200 day simple moving average is $207.80. The company has a market cap of $332.08 billion, a P/E ratio of 76.86, a PEG ratio of 0.79 and a beta of 1.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08.

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