Apollon Wealth Management LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

Apollon Wealth Management LLC boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.7% in the third quarter, Holdings Channel reports. The fund owned 81,670 shares of the semiconductor manufacturer’s stock after buying an additional 5,829 shares during the quarter. Apollon Wealth Management LLC’s holdings in Advanced Micro Devices were worth $13,213,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares in the last quarter. Gamco Investors INC. ET AL boosted its position in Advanced Micro Devices by 114.7% in the 1st quarter. Gamco Investors INC. ET AL now owns 4,077 shares of the semiconductor manufacturer’s stock valued at $419,000 after buying an additional 2,178 shares during the last quarter. WPG Advisers LLC acquired a new stake in shares of Advanced Micro Devices during the first quarter valued at about $66,000. Finally, Canada Pension Plan Investment Board increased its position in shares of Advanced Micro Devices by 55.6% during the first quarter. Canada Pension Plan Investment Board now owns 1,674,081 shares of the semiconductor manufacturer’s stock worth $171,995,000 after acquiring an additional 598,481 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: U.S. export-control changes are expected to allow AMD to resume sales of advanced AI chips into China, a move some analysts and columnists say could materially boost 2026 revenue and support a large upside scenario. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump
• Positive Sentiment: Several analysts remain constructive, noting that renewed China demand (and NVIDIA resuming shipments) is a near-term catalyst for both AMD and peers; Raymond James reiterated an Outperform view highlighting upside from China. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Positive Sentiment: MarketBeat includes AMD among stocks likely to start 2026 strong, citing the upcoming MI450 AI GPU/rack-scale product as a structural revenue driver that could meaningfully expand AMD’s competitive stance vs. NVIDIA. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Neutral Sentiment: Coverage pieces discuss broker sentiment and whether analyst recommendations matter for long-term returns; useful context but mixed impact on immediate price moves. Advanced Micro (AMD) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Samsung unveiled an in‑house GPU for Exynos, a longer-term competitor in mobile GPUs; mention of AMD demand remains positive for now but the move adds a future competitive data point. Samsung To Unveil First In-House GPU For Exynos 2600
• Negative Sentiment: Wall Street Zen lowered AMD to a “Hold” in a recent note, which can pressure sentiment and reduce near-term upside from the analyst community. Advanced Micro Devices Downgraded to “Hold” Rating by Wall Street Zen
• Negative Sentiment: NVIDIA’s $20B deal to license Groq technology and hire its engineering team materially strengthens NVIDIA’s low‑latency inference lead — a strategic move that widens the competitive moat and raises the bar for AMD in key AI inference workloads. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
• Negative Sentiment: Fresh market entrants and hot IPOs (e.g., MetaX coverage) have spooked some AI investor sentiment and could reallocate attention/capital away from incumbents, adding short-term volatility to AMD shares. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?

Advanced Micro Devices Stock Down 0.0%

NASDAQ:AMD opened at $214.99 on Friday. 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 50 day moving average of $228.40 and a 200-day moving average of $186.14. The firm has a market capitalization of $350.01 billion, a PE ratio of 106.43, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $9.25 billion during the quarter, compared to analyst estimates of $8.76 billion. During the same quarter in the previous year, the firm posted $0.92 EPS. The business’s revenue for the quarter was up 35.6% compared to the same quarter last year. Analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on AMD. Wells Fargo & Company increased their price target on Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, November 12th. DZ Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 target price on the stock in a research report on Wednesday, October 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 22nd. Seaport Res Ptn lowered shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research note on Thursday, September 4th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $277.06.

Insider Activity

In other news, SVP Ava Hahn sold 2,868 shares of the company’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $226.01, for a total transaction of $648,196.68. Following the completion of the transaction, the senior vice president owned 9,033 shares in the company, valued at approximately $2,041,548.33. This represents a 24.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated 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 sale, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 181,226 shares of company stock worth $39,877,820. 0.06% of the stock is owned by insiders.

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.