Blue Zone Wealth Advisors LLC Takes Position in Advanced Micro Devices, Inc. $AMD

Blue Zone Wealth Advisors LLC purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 10,419 shares of the semiconductor manufacturer’s stock, valued at approximately $1,686,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Pinney & Scofield Inc. boosted its stake in shares of Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 85 shares during the period. Dogwood Wealth Management LLC raised its stake in Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 208 shares during the last quarter. Avion Wealth lifted its position in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 72 shares during the period. West Branch Capital LLC grew its stake in shares of Advanced Micro Devices by 3,057.1% in the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 214 shares during the last quarter. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Advanced Micro Devices in the 2nd quarter valued at approximately $34,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the sale, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 181,226 shares of company stock worth $39,877,820. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Summary

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 Trading Down 0.0%

Shares of Advanced Micro Devices stock opened at $214.80 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The business has a 50 day moving average price of $228.77 and a 200 day moving average price of $185.06. The company has a market capitalization of $349.69 billion, a P/E ratio of 106.33, a P/E/G ratio of 1.59 and a beta of 1.93.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly 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 return on equity of 8.04% and a net margin of 10.32%.The company had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter last year, the business posted $0.92 earnings per share. Advanced Micro Devices’s revenue was up 35.6% compared to the same quarter last year. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analyst Ratings Changes

AMD has been the subject of several recent research reports. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Truist Financial reduced their target price on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 5th. Melius Research set a $380.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Erste Group Bank lowered Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Thursday, September 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $277.06.

About Advanced Micro Devices

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.