Brookstone Capital Management Trims Stock Holdings in Advanced Micro Devices, Inc. $AMD

Brookstone Capital Management lowered its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 46.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 110,694 shares of the semiconductor manufacturer’s stock after selling 94,386 shares during the period. Brookstone Capital Management’s holdings in Advanced Micro Devices were worth $17,909,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in AMD. Wise Wealth Partners purchased a new stake in shares of Advanced Micro Devices during the 2nd quarter worth $343,000. Waterfront Wealth Inc. acquired a new stake in Advanced Micro Devices in the second quarter valued at $1,145,000. Parisi Gray Wealth Management purchased a new stake in Advanced Micro Devices during the 2nd quarter worth about $343,000. Global Retirement Partners LLC purchased a new position in shares of Advanced Micro Devices in the 2nd quarter valued at about $4,519,000. Finally, Cornercap Investment Counsel Inc. raised its position in shares of Advanced Micro Devices by 43.3% during the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after acquiring an additional 3,702 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently issued reports on AMD. UBS Group upped their price target on Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Cantor Fitzgerald set a $300.00 target price on shares of Advanced Micro Devices in a report on Tuesday, December 16th. Wolfe Research set a $300.00 target price on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research report on Tuesday, October 14th. Bank of America reiterated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $277.06.

Key Advanced Micro Devices News

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

• Positive Sentiment: Reports that Alibaba could order AMD MI308 GPUs — a potential large China customer would materially boost near-term AI GPU revenue and drive sentiment higher. Article Title
• Positive Sentiment: Alibaba’s DingTalk and other units reportedly plan to buy AMD accelerators — another signal of Chinese enterprise demand for AMD AI chips. Article Title
• Positive Sentiment: News coverage shows AMD shares climbed on reports of a massive Alibaba AI-chip order and analyst upgrades (including BofA maintaining Buy and framing 2026 as a key AI infra inflection). Those analyst comments add credibility to demand expectations. Article Title BofA Maintains Buy
• Positive Sentiment: AMD and Google reportedly in talks with Samsung to build next‑gen chips in a Texas fab — supply diversification and capacity expansion could de‑risk production for AI GPUs. Article Title
• Neutral Sentiment: A MarketBeat piece highlights AMD’s upcoming MI450 rack‑scale GPUs as a multi‑quarter revenue catalyst — important long‑term but timing remains mid‑to‑late 2026. MarketBeat AMD Overview
• Neutral Sentiment: U.S. delay of China chip tariffs to June 2027 could ease trade friction for U.S. chipmakers broadly, a macro tailwind but not an immediate demand trigger. Article Title
• Neutral Sentiment: Short-interest data showing “0” shares appears to be a reporting anomaly — not meaningful to positioning. (Data entry posted 12/24/2025.)
• Negative Sentiment: China IPOs of GPU-focused firms (e.g., MetaX) have sparked sector rotation and short‑term selling pressure in U.S. AI names; investor risk‑off or reallocation could weigh on AMD until Alibaba/other orders are confirmed. Article Title

Advanced Micro Devices Trading Down 0.0%

Shares of Advanced Micro Devices stock opened at $214.80 on Thursday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The company has a market capitalization of $349.69 billion, a P/E ratio of 106.33, a PEG ratio of 1.59 and a beta of 1.93. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company’s fifty day moving average is $229.16 and its two-hundred day moving average is $184.85.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The business had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter in the prior year, the firm earned $0.92 earnings per share. The business’s quarterly revenue was up 35.6% compared to the same quarter last year. Analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Insider Buying and Selling

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,868 shares of the stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $226.01, for a total transaction of $648,196.68. Following the completion of the sale, the senior vice president directly owned 9,033 shares of the company’s stock, valued at approximately $2,041,548.33. This trade represents a 24.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 181,226 shares of company stock valued at $39,877,820 in the last quarter. 0.06% of the stock is currently owned by insiders.

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.