Advanced Micro Devices, Inc. $AMD Stake Raised by Commonwealth Equity Services LLC

Commonwealth Equity Services LLC grew its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 657,578 shares of the semiconductor manufacturer’s stock after purchasing an additional 27,044 shares during the period. Commonwealth Equity Services LLC’s holdings in Advanced Micro Devices were worth $106,389,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in AMD. Brighton Jones LLC lifted its position in shares of Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares during the period. Select Equity Group L.P. purchased a new stake in shares of Advanced Micro Devices during the first quarter valued at $1,619,000. Ashton Thomas Private Wealth LLC lifted its holdings in shares of Advanced Micro Devices by 63.5% during the first quarter. Ashton Thomas Private Wealth LLC now owns 39,918 shares of the semiconductor manufacturer’s stock valued at $4,101,000 after purchasing an additional 15,501 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC boosted its position in shares of Advanced Micro Devices by 25.7% in the 1st quarter. Signature Estate & Investment Advisors LLC now owns 2,814 shares of the semiconductor manufacturer’s stock valued at $289,000 after purchasing an additional 575 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were 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 of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 178,358 shares of company stock valued at $39,229,623. 0.06% of the stock is owned by corporate insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: OEM design win: Acer unveiled the Veriton RA100 AI mini workstation built on AMD Ryzen AI Max+ 395 processors — a visible OEM endorsement for AMD’s AI client chips that could help drive unit shipments and enterprise adoption. Acer Introduces the Veriton RA100 AI Mini Workstation
• Positive Sentiment: CES leadership spotlight: AMD CEO Lisa Su is scheduled to speak at CES alongside other industry leaders — market hopes for AI/datacenter announcements can lift sentiment if AMD outlines clear roadmap or new partnerships. AI Stocks Are in Focus as Nvidia’s Huang, AMD CEO Su Set to Speak at CES Event
• Positive Sentiment: Improving mindshare vs. Nvidia: Data commentary indicating AMD’s web traffic and interest rising toward Nvidia suggests improving competitive positioning in AI/graphics narratives — supports the “second place” investment case if product momentum continues. AMD’s “Catch Up” to NVDA
• Neutral Sentiment: Market context: Coverage notes AMD fell while broader markets gained, indicating today’s move may reflect stock-specific profit-taking and CES positioning rather than a fresh fundamental shock. Monitor comments from Su’s keynote for a directional catalyst. Advanced Micro Devices (AMD) Stock Sinks As Market Gains
• Neutral Sentiment: CES broader coverage: Multiple previews highlight CES as a focal point for AI-at-the-edge narratives — could amplify volatility around AMD depending on announcements from peers (NVIDIA, partners). What To Expect At CES 2026
• Negative Sentiment: Memory cost pressure and potential GPU price hikes: Reports say rising memory prices may push AMD (and Nvidia) to raise GPU prices in Q1 — could boost ASPs/margins but risks reducing consumer/demand elasticity and slowing unit growth. Watch guidance and channel checks. Rising memory prices set to push up Nvidia and AMD GPU costs
• Negative Sentiment: Expectation risk: Analyst/commentary warns that investor expectations for AMD are very high — any CES commentary that’s incremental rather than transformational could trigger downside as sentiment reverts. Having Expectations This High For Underdog AMD Is A Bad Idea

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on AMD shares. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. The Goldman Sachs Group lifted their target price on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Stifel Nicolaus boosted their price target on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Evercore ISI raised their price objective on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 12th. Finally, Benchmark lifted their price objective on shares of Advanced Micro Devices from $270.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Three equities research 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. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices Trading Down 1.1%

NASDAQ AMD opened at $221.08 on Tuesday. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. 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 company has a market capitalization of $359.93 billion, a PE ratio of 109.45, a price-to-earnings-growth ratio of 0.95 and a beta of 1.95. The firm’s fifty day simple moving average is $225.35 and its 200-day simple moving average is $190.56.

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 firm had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter last year, the firm earned $0.92 earnings per share. The business’s revenue for the quarter was up 35.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

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.