Benjamin Edwards Inc. Boosts Position in Advanced Micro Devices, Inc. $AMD

Benjamin Edwards Inc. grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 26.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 42,601 shares of the semiconductor manufacturer’s stock after purchasing an additional 8,880 shares during the period. Benjamin Edwards Inc.’s holdings in Advanced Micro Devices were worth $6,892,000 at the end of the most recent reporting period.

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

Insider Activity at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on 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 sale, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 178,358 shares of company stock worth $39,229,623. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $203.17 on Friday. The firm’s fifty day simple moving average is $221.33 and its 200 day simple moving average is $191.90. 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 twelve month low of $76.48 and a twelve month high of $267.08. The firm has a market capitalization of $330.77 billion, a price-to-earnings ratio of 100.58, a PEG ratio of 0.87 and a beta of 1.95.

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

Analyst Ratings Changes

Several equities analysts have weighed in on AMD shares. Cantor Fitzgerald set a $300.00 price target on Advanced Micro Devices in a research report on Tuesday, December 16th. Citigroup lifted their price objective on Advanced Micro Devices from $215.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 5th. Dbs Bank raised shares of Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a research note on Monday, October 6th. Truist Financial decreased their price target on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a research note on Friday, December 19th. Finally, Morgan Stanley reissued an “equal weight” rating and issued a $260.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average target price of $277.06.

Key Advanced Micro Devices News

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

• Positive Sentiment: Long‑term upside thesis remains intact — The Motley Fool argues AMD’s recovery and AI exposure support multi‑year gains, reinforcing a growth narrative that can attract buy‑and‑hold investors. Where Will AMD Stock Be in 5 Years?
• Positive Sentiment: Third‑party partnerships and CES showcases boost AI credibility — A GlobeNewswire release highlights KunlunMeta’s partnership with AMD at CES, signaling customer interest in AMD accelerators for Chinese AI stacks. Partnerships like this underwrite revenue opportunities in data‑center inference. KunlunMeta Partners with AMD to Shine at CES
• Positive Sentiment: Analysts and market roundup highlight AMD as an AI leader — Weekly market reviews that call out Nvidia and AMD focus investor attention on AMD’s role in the AI infrastructure buildout, supporting demand expectations for MI‑series chips. Stock Market Rallies Broadly To Highs; Nvidia, AMD, Bloom Energy In Focus: Weekly Review
• Neutral Sentiment: CES generated broad AI/robotics headlines but mixed investor reaction — CNBC covered CES robot and AI demos that included AMD; media buzz raises profile but doesn’t guarantee immediate orders or margins. Humanoid robots take over CES in Las Vegas as tech industry touts future of AI
• Neutral Sentiment: Analyst/opinion pieces debate valuation after pullback — Several articles (Seeking Alpha, Yahoo Finance, Zacks) discuss whether a recent pullback leaves AMD attractively priced given a lofty P/E and high growth expectations; these pieces can support both buy and wait‑and‑see positions. AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
• Negative Sentiment: Profit‑taking and sentiment‑driven selling after CES announcements — Coverage notes a short‑term slide as investors rotate out after a big 2025 run; some traders view the CES reveal as underwhelming versus lofty expectations. Why is AMD stock plunging sharply on Thursday?
• Negative Sentiment: Insider selling and noisy social sentiment add caution — Aggregated commentary and data show heavy insider sales and mixed social media reaction to the MI450/Helios launches, which can amplify short‑term downside risk even if fundamentals remain strong. Advanced Micro Devices Stock (AMD) Opinions on CES 2026 Announcements
• Negative Sentiment: Debate on whether MI‑series hype is priced in — Critical pieces ask if MI450/Helios announcements represent a true breakout or mostly hype, raising execution and competitive risk concerns that could pressure the stock if adoption timelines slip. Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios?

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.