Wealthfront Advisers LLC increased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 8.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 295,098 shares of the semiconductor manufacturer’s stock after acquiring an additional 21,866 shares during the period. Wealthfront Advisers LLC’s holdings in Advanced Micro Devices were worth $63,198,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently bought and sold shares of AMD. Impax Asset Management Group plc boosted its position in Advanced Micro Devices by 326.5% during the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after purchasing an additional 39,861 shares in the last quarter. Zweig DiMenna Associates LLC boosted its position in Advanced Micro Devices by 127.6% during the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after purchasing an additional 40,708 shares in the last quarter. Wedbush Securities Inc. boosted its position in Advanced Micro Devices by 7.8% during the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock worth $13,632,000 after purchasing an additional 6,095 shares in the last quarter. Highline Wealth Partners LLC boosted its position in Advanced Micro Devices by 4,891.6% during the fourth quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer’s stock worth $1,775,000 after purchasing an additional 8,120 shares in the last quarter. Finally, William Blair Investment Management LLC boosted its position in Advanced Micro Devices by 72.5% during the third quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer’s stock worth $169,426,000 after purchasing an additional 440,296 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.
Key Stories Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Analysts and bulls point to expanding long-term opportunity from inference and agentic AI, arguing AMD’s data‑center roadmap gives it more runway in AI servers. AMD: Inference And Agentic AI Are Expanding Its Runway
- Positive Sentiment: Some analysts and investors are still bullish after the recent rally — a TipRanks piece highlights a bullish call to “load up” on AMD based on AI buildout momentum. Increased conviction and retail/analyst interest can support further upside. ‘Time to Load Up,’ Says Analyst as AMD Stock Wins Support on AI Buildout
- Positive Sentiment: High-profile endorsements and analyst commentary (Jim Cramer, other bullish writeups) are keeping investor interest elevated, helping liquidity and momentum into earnings season. Jim Cramer Shares Why You Should Buy Advanced Micro Devices (AMD)
- Neutral Sentiment: Upcoming catalysts: investors are focused on AMD’s next earnings/reporting cadence (May 5 referenced in coverage) — this is a binary near‑term event that could validate the rally or trigger a pullback. AMD Is Surging Into Earnings. Is This Your Last Chance to Buy Before May 5?
- Neutral Sentiment: Options and technical flows: elevated options activity and trading strategies are adding volume and can amplify moves in either direction; these are liquidity/volatility drivers rather than fundamental changes. As Chip Stocks Soar, This Options Spread Trade On AMD Almost Always Makes A Profit
- Negative Sentiment: OpenAI growth disappointment is triggering a sectorwide pullback — reports say OpenAI fell short of revenue/user growth expectations, stoking concern that enterprise AI spending may slow and hitting AI‑infrastructure suppliers including AMD. OpenAI Falls Short of Growth Goals, Triggering Selloff in AI Infrastructure Stocks
- Negative Sentiment: Coverage and market‑sentiment shifts: Barron’s and others note broader AI/semiconductor volatility tied to questions around OpenAI spending sustainability and rotation after Nvidia’s big moves — these macro/peer signals are pressuring AMD. Nvidia Stock Falls. What’s Hitting AMD, Broadcom and the AI Chip Players.
- Negative Sentiment: Analyst downgrades and profit taking: Northland cut AMD to Market Perform with a $260 target and other firms (and ARK’s surprise sales) have reduced exposure, prompting selling after a rapid multi‑week rally. Northland Downgrades AMD to Market Perform: Is the Chip Rally Running on Fumes?
- Negative Sentiment: Cathie Wood/ARK rebalancing: reports that ARK trimmed AMD amplify near‑term selling momentum from large active funds reallocating after big gains. Cathie Wood’s ARK Offloads Red-Hot AMD Stock—and Buys Amazon in Strategy Shift
Insiders Place Their Bets
Analyst Ratings Changes
A number of research firms have commented on AMD. Erste Group Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Thursday, April 2nd. KeyCorp reaffirmed an “overweight” rating and set a $330.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. UBS Group set a $310.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Northland Securities reaffirmed a “market perform” rating and set a $260.00 price objective on shares of Advanced Micro Devices in a research note on Monday. Finally, Citigroup decreased their price objective on Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating on the stock in a research note on Monday, April 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $295.46.
Check Out Our Latest Analysis on Advanced Micro Devices
Advanced Micro Devices Stock Performance
NASDAQ AMD opened at $334.51 on Tuesday. The business’s 50-day moving average price is $224.34 and its 200 day moving average price is $225.82. Advanced Micro Devices, Inc. has a twelve month low of $91.87 and a twelve month high of $352.99. The company has a market capitalization of $545.36 billion, a PE ratio of 126.23, a price-to-earnings-growth ratio of 1.26 and a beta of 1.96. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the prior year, the business posted $1.09 earnings per share. The firm’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, research analysts predict that Advanced Micro Devices, Inc. will post 5.78 earnings per share for the current 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.
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