Fragasso Financial Advisors Inc Purchases 1,888 Shares of Advanced Micro Devices, Inc. $AMD

Fragasso Financial Advisors Inc grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 31.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,897 shares of the semiconductor manufacturer’s stock after buying an additional 1,888 shares during the period. Fragasso Financial Advisors Inc’s holdings in Advanced Micro Devices were worth $4,802,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Fermata Advisors LLC lifted its position in Advanced Micro Devices by 25.9% during the third quarter. Fermata Advisors LLC now owns 3,149 shares of the semiconductor manufacturer’s stock valued at $1,926,000 after purchasing an additional 648 shares during the last quarter. NorthCrest Asset Manangement LLC boosted its holdings in Advanced Micro Devices by 2.8% in the third quarter. NorthCrest Asset Manangement LLC now owns 115,221 shares of the semiconductor manufacturer’s stock worth $71,515,000 after acquiring an additional 3,143 shares in the last quarter. Haven Capital Group Inc. lifted its stake in Advanced Micro Devices by 42.5% during the 3rd quarter. Haven Capital Group Inc. now owns 2,657 shares of the semiconductor manufacturer’s stock valued at $1,625,000 after acquiring an additional 793 shares during the period. Avior Wealth Management LLC lifted its stake in shares of Advanced Micro Devices by 3.2% in the 3rd quarter. Avior Wealth Management LLC now owns 11,173 shares of the semiconductor manufacturer’s stock valued at $6,835,000 after purchasing an additional 343 shares during the period. Finally, Baldwin Wealth Partners LLC MA grew its position in shares of Advanced Micro Devices by 49.6% in the third quarter. Baldwin Wealth Partners LLC MA now owns 9,122 shares of the semiconductor manufacturer’s stock valued at $5,580,000 after purchasing an additional 3,024 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Buying and Selling

In related news, EVP Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total value of $7,111,200.00. Following the transaction, the executive vice president directly owned 160,979 shares in the company, valued at approximately $76,316,924.32. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa Su sold 70,000 shares of the stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $506.80, for a total transaction of $35,476,000.00. Following the completion of the sale, the chief executive officer owned 3,032,156 shares of the company’s stock, valued at approximately $1,536,696,660.80. The trade was a 2.26% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 213,838 shares of company stock valued at $105,533,836. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Price Performance

Shares of Advanced Micro Devices stock traded up $3.51 on Tuesday, hitting $597.75. The company had a trading volume of 9,522,541 shares, compared to its average volume of 32,296,340. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The business has a 50-day simple moving average of $531.14 and a 200-day simple moving average of $463.99. Advanced Micro Devices, Inc. has a 52 week low of $188.22 and a 52 week high of $658.52. The company has a market cap of $975.81 billion, a PE ratio of 154.09, a PEG ratio of 6.29 and a beta of 2.45.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The company had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. During the same quarter in the prior year, the firm earned $0.48 EPS. The company’s quarterly revenue was up 50.1% compared to the same quarter last year. Research analysts expect that Advanced Micro Devices, Inc. will post 6.45 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, October 5th. Benchmark lifted their price objective on Advanced Micro Devices from $485.00 to $685.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Bank of America raised their price target on Advanced Micro Devices from $620.00 to $720.00 and gave the company a “buy” rating in a research report on Friday, September 25th. Stifel Nicolaus upped their target price on Advanced Micro Devices from $635.00 to $700.00 and gave the company a “buy” rating in a research note on Monday, October 5th. Finally, Raymond James Financial upgraded shares of Advanced Micro Devices from an “outperform” rating to a “strong-buy” rating and lifted their target price for the company from $565.00 to $641.00 in a report on Tuesday, August 25th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $593.82.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Scaleway plans to build an AMD-powered AI supercomputer in Sweden, providing a tangible customer win for AMD’s EPYC processors and Instinct accelerators and supporting its expansion beyond Nvidia’s ecosystem. Scaleway to build AMD-powered AI supercomputer in Sweden
• Positive Sentiment: AMD unveiled its Helion open rack-scale platform for agentic AI. The design can support CPU-only systems or combined CPU/GPU configurations, with availability planned for November 2026, potentially broadening AMD’s role in enterprise and hyperscale data centers. AMD unveils Helion open rack blueprint
• Positive Sentiment: CEO Lisa Su said AI inference and agentic applications could drive approximately $1.5 trillion of demand by 2030, reinforcing AMD’s long-term growth opportunity if it can capture more accelerator and infrastructure share. AMD CEO Lisa Su on AI inference demand
• Neutral Sentiment: Reports that President Donald Trump’s investment team sold as much as $5 million of AMD shares in August may weigh on sentiment, but the trade was made by an independent investment team and is not a direct company-specific signal. Trump investment team sold AMD
• Negative Sentiment: AMD is participating in a wider chip-sector decline as investors question AI funding, face rising China competition in advanced memory and reassess the sustainability of heavy data-center spending. Chip stocks extend slide
• Negative Sentiment: OpenAI’s reportedly reduced revenue outlook has prompted investors to revisit assumptions about AI infrastructure demand, creating indirect risk for AMD’s accelerator growth and related projects.
• Negative Sentiment: Recent Helion and other AI infrastructure announcements have not produced immediate revenue, leaving investors focused on execution, customer adoption and the timing of future deployments.
• Negative Sentiment: After a substantial run-up, AMD trades at a very demanding valuation—roughly 151 times earnings and 6.3 times expected growth—raising profit-taking risk and requiring strong earnings growth to justify the share price.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.