GAM Holding AG Makes New $1.99 Million Investment in Advanced Micro Devices, Inc. $AMD

GAM Holding AG bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 12,286 shares of the semiconductor manufacturer’s stock, valued at approximately $1,988,000.

Several other institutional investors and hedge funds have also recently modified their holdings of AMD. Pinney & Scofield Inc. increased 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 valued at $27,000 after purchasing an additional 85 shares in the last quarter. Dogwood Wealth Management LLC lifted its stake in shares of 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 buying an additional 208 shares in the last quarter. Avion Wealth grew its holdings in shares of Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after buying an additional 72 shares during the last quarter. West Branch Capital LLC increased its position 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 valued at $31,000 after acquiring an additional 214 shares in the last quarter. Finally, Evolution Wealth Management Inc. purchased a new position in Advanced Micro Devices in the 2nd quarter worth approximately $34,000. 71.34% of the stock is currently owned by institutional investors.

Key Advanced Micro Devices News

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

Advanced Micro Devices Stock Up 4.3%

AMD stock opened at $223.47 on Friday. The company has a market cap of $363.82 billion, a price-to-earnings ratio of 110.63, a P/E/G ratio of 0.95 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The business’s 50-day moving average is $226.12 and its two-hundred day moving average is $189.45. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

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

Insider Buying and Selling at Advanced Micro Devices

In other news, 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 completion of the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This represents a 3.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Ava Hahn sold 2,868 shares of the firm’s stock in a transaction on Monday, October 6th. The stock was sold at an average price of $226.01, for a total value of $648,196.68. Following the completion of the transaction, the senior vice president directly 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 SEC filing for this sale provides additional information. Insiders sold a total of 181,226 shares of company stock valued at $39,877,820 in the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on AMD shares. Evercore ISI increased their target price on Advanced Micro Devices from $270.00 to $283.00 and gave the company an “outperform” rating in a research note on Wednesday, November 12th. Melius Research set a $380.00 price target on Advanced Micro Devices in a report on Wednesday, November 12th. Wells Fargo & Company increased their price objective on Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, November 12th. Wedbush reiterated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, December 2nd. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price 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.