AFG Fiduciary Services Limited Partnership Cuts Stake in Advanced Micro Devices, Inc. $AMD

AFG Fiduciary Services Limited Partnership cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 15.9% during the third quarter, HoldingsChannel.com reports. The firm owned 19,956 shares of the semiconductor manufacturer’s stock after selling 3,779 shares during the period. Advanced Micro Devices accounts for 0.7% of AFG Fiduciary Services Limited Partnership’s portfolio, making the stock its 15th biggest position. AFG Fiduciary Services Limited Partnership’s holdings in Advanced Micro Devices were worth $3,273,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in AMD. Pinney & Scofield Inc. grew its stake in Advanced Micro Devices by 81.0% during the 2nd 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 last quarter. Dogwood Wealth Management LLC boosted its holdings in Advanced Micro Devices by 2,311.1% in the second quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 208 shares in the last quarter. Avion Wealth boosted its holdings in Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 72 shares in the last quarter. West Branch Capital LLC grew its stake in shares of Advanced Micro Devices by 3,057.1% during the second quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after acquiring an additional 214 shares during the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Advanced Micro Devices during the second quarter valued at about $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $214.99 on Monday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The stock has a market capitalization of $350.01 billion, a PE ratio of 106.43, a P/E/G ratio of 1.59 and a beta of 1.93. The company has a fifty day moving average of $228.40 and a two-hundred day moving average of $186.60.

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

Wall Street Analysts Forecast Growth

AMD has been the subject of a number of recent analyst reports. Bank of America reiterated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. The Goldman Sachs Group raised their price target on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Truist Financial dropped their price objective on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a report on Friday, December 19th. Melius Research set a $380.00 target price on Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, Wedbush restated an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the company’s 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 represents a 0.99% 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 valued at $39,877,820. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Top investor comments and bullish analyst notes say more upside is likely as AI demand and product cadence accelerate — a sentiment driver for momentum investors. More to come, says top investor about Advanced Micro Devices stock
• Positive Sentiment: Analysts/coverage reiterations highlight China demand as a key catalyst if export restrictions ease — this would reopen a large pre-2025 revenue market for AMD and is underpinning recent upgrades and bullish models. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Positive Sentiment: MarketBeat highlights AMD’s upcoming MI450 rack-scale AI GPU lineup as a potential game-changer versus NVIDIA’s incumbent rack-scale solutions — investors are pricing in multi-quarter revenue acceleration from that launch. Advanced Micro Devices on the Brink of a Seismic Shift (MarketBeat)
• Positive Sentiment: Several bullish deep-dive pieces (Seeking Alpha) argue AMD has technical and architectural advantages for AI inference and longer-term AI competitiveness — these narratives support higher multiple expansion among growth investors. AMD: The Physics Of Inference Favors The Underdog AMD: Two Masked Advantages For The Future AI Superiority AMD: I Was Wrong (Rating Upgrade)
• Positive Sentiment: Several outlets note that analysts’ consensus rating sits around “Moderate Buy” / “Outperform,” reflecting broad analyst confidence that near-term AI tailwinds and improved margins justify premium multiples. Advanced Micro Devices, Inc. Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Media/specialist pieces predict large upside in 2026 tied to U.S. policy changes that would allow sales of advanced AI chips to China — a high-impact but politically contingent catalyst that could materially boost revenue if realized. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Yahoo) Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump (Fool)
• Neutral Sentiment: Coverage questioning valuation given ~76% YTD gain: pieces encourage investors to weigh strong execution/AI upside against a high P/E and near-term cyclicality — important for risk/timing decisions but not a clear directional catalyst. Advanced Micro Devices (AMD) up more than 76% YTD, is it still a buy?
• Negative Sentiment: At least one shop (Wall Street Zen) moved to a “Hold” — a reminder some analysts see limited near-term upside or rising risk given valuation; downgrades can pressure the stock if they prompt portfolio rebalancing. Advanced Micro Devices (NASDAQ:AMD) Downgraded to “Hold” Rating by Wall Street Zen

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.