3,089 Shares in Advanced Micro Devices, Inc. $AMD Bought by Leo Wealth LLC

Leo Wealth LLC bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 3,089 shares of the semiconductor manufacturer’s stock, valued at approximately $1,890,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. grew its stake in Advanced Micro Devices by 3.1% in the second quarter. BlackRock Inc. now owns 150,301,510 shares of the semiconductor manufacturer’s stock worth $87,311,650,000 after purchasing an additional 4,535,126 shares during the period. State Street Corp raised its holdings in Advanced Micro Devices by 2.9% in the second quarter. State Street Corp now owns 76,920,783 shares of the semiconductor manufacturer’s stock worth $46,606,266,000 after purchasing an additional 2,149,563 shares in the last quarter. Bank of America Corp DE bought a new position in Advanced Micro Devices in the second quarter worth $7,022,226,000. Jennison Associates LLC raised its holdings in Advanced Micro Devices by 5.8% in the second quarter. Jennison Associates LLC now owns 9,972,952 shares of the semiconductor manufacturer’s stock worth $5,793,388,000 after purchasing an additional 545,575 shares in the last quarter. Finally, Wellington Management Group LLP lifted its position in Advanced Micro Devices by 33.9% during the second quarter. Wellington Management Group LLP now owns 9,334,396 shares of the semiconductor manufacturer’s stock valued at $5,422,444,000 after buying an additional 2,365,419 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Meta’s AI financing plan supports demand visibility. Meta plans up to $95 billion in stock-related financing for AI infrastructure, with AMD, Nvidia and Broadcom reportedly considering up to $5 billion in combined purchases of Meta shares. The plan signals continued, large-scale spending by a major AMD customer and AI ecosystem partner. Meta equity offerings article
• Positive Sentiment: Analysts see server CPU growth as a key earnings catalyst. Wedbush identified rising AI-computing demand as a potential driver for AMD’s EPYC server CPU business ahead of the company’s November 3 earnings release. Investors are also focused on whether AMD’s Helios rack-scale AI strategy can expand its opportunity beyond GPUs into CPUs and inference workloads. Wedbush server CPU demand article
• Positive Sentiment: Semiconductor-sector momentum provided additional support. AMD participated in a broader rally following AI-related announcements from Meta and Anthropic, while strong moves in other chip stocks reinforced optimism around AI infrastructure spending. Chip stocks rally article
• Neutral Sentiment: Trading data showed no reported short interest. The October 26 report listed AMD short interest at zero shares and a zero-day short ratio. That could indicate limited short-selling pressure, although the figure may reflect a reporting or data issue rather than a meaningful change in investor positioning.
• Negative Sentiment: Valuation and competitive risks remain significant. Commentary noted that AMD has rallied sharply this year, while Nvidia continues to lead in margins and data-center scale. With AMD trading at a high valuation, investors may demand strong execution and upbeat guidance; competition from Nvidia, Broadcom, Marvell and newer AI-chip companies could limit further gains. AMD and Nvidia valuation article

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the completion of the sale, 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 document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,262 shares of the firm’s stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $540.70, for a total transaction of $9,333,563.40. Following the sale, the executive vice president owned 353,317 shares of the company’s stock, valued at approximately $191,038,501.90. This represents a 4.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 231,100 shares of company stock worth $114,867,400 over the last quarter. 0.50% of the stock is owned by insiders.

Advanced Micro Devices Trading Up 2.8%

NASDAQ AMD opened at $531.28 on Tuesday. Advanced Micro Devices, Inc. has a 12 month low of $188.22 and a 12 month high of $658.52. The stock has a market cap of $867.30 billion, a P/E ratio of 136.58, a P/E/G ratio of 5.30 and a beta of 2.45. The stock’s fifty day moving average price is $542.28 and its 200-day moving average price is $400.69. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.62 by $0.04. The firm had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The company’s revenue was up 50.1% on a year-over-year basis. During the same period last year, the company earned $0.48 earnings per share. As a group, equities analysts forecast that Advanced Micro Devices, Inc. will post 6.50 EPS for the current fiscal year.

Wall Street Analyst Weigh In

AMD has been the topic of a number of research reports. Stifel Nicolaus boosted their target price on shares of Advanced Micro Devices from $635.00 to $700.00 and gave the company a “buy” rating in a report on Monday, October 5th. Citigroup upped their target price on shares of Advanced Micro Devices from $575.00 to $800.00 and gave the stock a “buy” rating in a research report on Tuesday, October 6th. Melius Research set a $660.00 price target on shares of Advanced Micro Devices in a research note on Friday, July 24th. Bank of America increased their price target on shares of Advanced Micro Devices from $620.00 to $720.00 and gave the stock a “buy” rating in a research note on Friday, September 25th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $540.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $606.76.

About Advanced Micro Devices

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

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