Bar Harbor Wealth Management decreased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 72.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,514 shares of the semiconductor manufacturer’s stock after selling 6,563 shares during the quarter. Bar Harbor Wealth Management’s holdings in Advanced Micro Devices were worth $407,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AMD. RFG Holdings Inc. grew its holdings in shares of Advanced Micro Devices by 24.1% during the 3rd quarter. RFG Holdings Inc. now owns 12,292 shares of the semiconductor manufacturer’s stock worth $1,989,000 after purchasing an additional 2,385 shares during the period. Enterprise Financial Services Corp raised its holdings in Advanced Micro Devices by 10.1% in the 3rd quarter. Enterprise Financial Services Corp now owns 1,607 shares of the semiconductor manufacturer’s stock valued at $260,000 after buying an additional 147 shares during the period. Harbor Capital Advisors Inc. lifted its position in Advanced Micro Devices by 2.7% in the third quarter. Harbor Capital Advisors Inc. now owns 35,837 shares of the semiconductor manufacturer’s stock valued at $5,798,000 after buying an additional 949 shares during the last quarter. Norden Group LLC boosted its stake in Advanced Micro Devices by 31.5% during the third quarter. Norden Group LLC now owns 16,402 shares of the semiconductor manufacturer’s stock worth $2,654,000 after buying an additional 3,932 shares during the period. Finally, Brady Martz Wealth Solutions LLC increased its position in shares of Advanced Micro Devices by 2.4% during the third quarter. Brady Martz Wealth Solutions LLC now owns 4,658 shares of the semiconductor manufacturer’s stock valued at $754,000 after acquiring an additional 109 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.
Advanced Micro Devices Trading Down 0.0%
NASDAQ:AMD opened at $214.80 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The firm has a market cap of $349.69 billion, a PE ratio of 106.33, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The stock has a fifty day moving average price of $228.77 and a 200 day moving average price of $185.06.
Insider Activity
In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the transaction, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was a 3.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the sale, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at approximately $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 have sold 181,226 shares of company stock worth $39,877,820 over the last three months. Insiders own 0.06% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities analysts recently weighed in on the stock. Piper Sandler reaffirmed an “overweight” rating and set a $280.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Benchmark upped their price target on Advanced Micro Devices from $270.00 to $325.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Seaport Res Ptn cut Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research note on Thursday, September 4th. Dbs Bank upgraded Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a report on Monday, October 6th. Finally, Cantor Fitzgerald set a $300.00 target price on Advanced Micro Devices in a report on Tuesday, December 16th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $277.06.
Get Our Latest Research Report on Advanced Micro Devices
Key Stores Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Potential China catalyst — multiple reports point to a possible large MI308 GPU order from Alibaba (and wider China GPU demand) for 2026, which would materially boost AMD’s data‑center revenue if confirmed. A Big China Catalyst Could Be Coming for AMD Stock in 2026
- Positive Sentiment: Analyst optimism and price targets — recent analyst notes are overwhelmingly bullish (multiple “Buy/Outperform” ratings) and the median 6‑month price target cited is ~$283, supporting upside expectations vs. current levels. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Positive Sentiment: Institutional accumulation — large managers increased exposure in Q3 (notably UBS AM added ~14.4M shares) and some funds (e.g., Harbor Capital Appreciation Fund) also reported additions, providing demand support. Harbor Capital Appreciation Fund Added Advanced Micro Devices (AMD) in Q3
- Neutral Sentiment: Product roadmap chatter — social media and trade writeups hype upcoming MI350/MI355X and longer‑term MI450 rack‑scale GPUs; promising benchmarks are circulating but commercial wins and volumes remain unconfirmed. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Neutral Sentiment: Regulatory/tariff timeline extended — a U.S. delay on China chip tariffs to mid‑2027 reduces near‑term trade friction risk for exports, but full access and scale in China are still uncertain. NVDA, AMD, AVGO: Why China Tariff Delay Could Be a Boost for US Chipmakers
- Negative Sentiment: Heavy insider selling — Quiver shows 61 insider sales in six months (CEO and senior execs among the sellers), which can signal near‑term tax‑ or liquidity‑driven selling and pressures sentiment. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Negative Sentiment: Competitive dynamics — Oracle, Nvidia and other ecosystem players are making strategic data‑center and AI plays; market share gains are possible but execution risk and margin competition could cap upside. Forget The Chips: Oracle Wins Phase 2 of AI (AMD)
Advanced Micro Devices 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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