Eagle Strategies LLC Grows Position in Advanced Micro Devices, Inc. $AMD

Eagle Strategies LLC raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 589.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,560 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,884 shares during the quarter. Eagle Strategies LLC’s holdings in Advanced Micro Devices were worth $1,870,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in AMD. Norges Bank purchased a new stake in shares of Advanced Micro Devices in the second quarter worth approximately $3,094,662,000. Kingstone Capital Partners Texas LLC purchased a new stake in Advanced Micro Devices in the second quarter worth $958,422,000. Rafferty Asset Management LLC lifted its position in shares of Advanced Micro Devices by 56.0% during the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after purchasing an additional 2,430,533 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Advanced Micro Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the period. Finally, Viking Global Investors LP bought a new position in shares of Advanced Micro Devices in the second quarter worth about $271,110,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Up 4.3%

Shares of NASDAQ:AMD opened at $223.47 on Friday. The company has a market capitalization of $363.82 billion, a PE ratio of 110.63, a P/E/G ratio of 0.95 and a beta of 1.95. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The business’s fifty day simple moving average is $226.12 and its 200-day simple moving average is $189.45.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share 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 company had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter last year, the company earned $0.92 earnings per share. The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. As a group, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages recently weighed in on AMD. Benchmark lifted their price objective on shares of Advanced Micro Devices from $270.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. DZ Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price target for the company in a report on Wednesday, October 8th. TD Cowen raised their price objective on Advanced Micro Devices from $270.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Finally, Morgan Stanley reiterated an “equal weight” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three investment 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AI/datacenter strength — chipmakers kicked off 2026 higher as hyperscalers keep building out AI datacenters, lifting demand expectations for AMD’s data‑center GPUs and CPUs. Chip stocks rally to start 2026 after third-straight winning year
• Positive Sentiment: Upcoming CES keynote by CEO Lisa Su (Jan. 5) is a near-term catalyst — investors expect product/partnership announcements that could reinforce growth narratives. Dear AMD Stock Fans, Mark Your Calendars for January 5
• Positive Sentiment: Market share gains in consumer/gaming CPUs — December Steam survey data showed AMD share up, supporting the firm’s consumer revenue mix and investor optimism about sustained share gains. AMD Stock Jumps as Its Steam CPU Market Share Soars
• Positive Sentiment: Analyst bullishness and high price targets — multiple firms maintain buy/outperform ratings and Wall Street models project further upside for 2026, which supports demand from institutional buyers. AMD Stock Forecast: Top Analysts Predict a 32% Rally in 2026
• Neutral Sentiment: Unusual options activity — scanners flagged heavy call buying across a wide strike range ($140–$280) and “whale” flows, which can amplify intraday moves but also reflect speculative positioning. AMD stock sees unusual options activity as whale calls dominate
• Neutral Sentiment: Social/media buzz on AI leadership — online chatter and condensed sentiment note strong 2025 performance and optimism about AMD’s AI roadmap; useful for sentiment but noisy as a fundamental signal. Advanced Micro Devices Stock (AMD) Opinions on AI Sector Growth
• Neutral Sentiment: Synopsis pieces and market commentary tie today’s move to the above mix — handy summaries for investors tracking catalysts. Why Is Advanced Micro Devices (AMD) Stock Up Today?
• Negative Sentiment: Heavy insider selling — data shows numerous executive sales (multiple senior officers, including the CEO) over recent months with no insider purchases; this can temper confidence and is a watch item for investors. Advanced Micro Devices Stock (AMD) Opinions on AI Sector Growth

Insider Activity

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,868 shares of Advanced Micro Devices stock in a transaction on Monday, October 6th. The shares were sold at an average price of $226.01, for a total value of $648,196.68. Following the transaction, the senior vice president directly owned 9,033 shares of the company’s stock, valued at approximately $2,041,548.33. The trade was a 24.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 181,226 shares of company stock valued at $39,877,820 over the last 90 days. 0.06% of the stock is currently owned by corporate insiders.

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.