Florida Trust Wealth Management Co lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 1.7% during the third quarter, HoldingsChannel reports. The firm owned 170,325 shares of the semiconductor manufacturer’s stock after selling 2,921 shares during the quarter. Florida Trust Wealth Management Co’s holdings in Advanced Micro Devices were worth $27,557,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also made changes to their positions in AMD. HBK Sorce Advisory LLC boosted its stake in Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after buying an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB lifted its holdings in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after acquiring an additional 43 shares during the period. Moseley Investment Management Inc. boosted its position in shares of Advanced Micro Devices by 0.5% in the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after acquiring an additional 44 shares during the last quarter. ORG Wealth Partners LLC grew its holdings in Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the period. Finally, Crowley Wealth Management Inc. increased its position in Advanced Micro Devices by 6.3% during the third quarter. Crowley Wealth Management Inc. now owns 792 shares of the semiconductor manufacturer’s stock worth $128,000 after purchasing an additional 47 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.
Analyst Upgrades and Downgrades
AMD has been the subject of several research reports. CICC Research raised shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a research note on Friday, November 7th. Bank of America reissued a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Raymond James Financial started coverage on Advanced Micro Devices in a report on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price for the company. Finally, Rosenblatt Securities reissued a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $276.16.
Trending Headlines about Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: TSMC’s huge 2026 CapEx plan ($52–$56B) signals sustained foundry demand that supports AMD’s supply pipeline and long‑run AI chip demand — this underpins upside for AMD’s data‑center and GPU roadmap. The $56 Billion Draft: Follow TSMC’s CapEx Stream
- Positive Sentiment: Analysts cite AMD’s data‑center CPUs and mass‑market AI PC strategy as the next growth engine — positive forward guidance and investor expectations around server CPU share gains are lifting sentiment. AMD Data Center CPUs To Fuel Next Growth Cycle, Analysts Say
- Positive Sentiment: Riot Platforms signed a data‑center lease with AMD to deploy 25 MW of critical IT load at a new Rockdale site — a tangible demand win for AMD’s data‑center GPU/AI footprint and a signal of commercial traction in hyperscale deployments. Riot Platforms shares jump 11% after Bitcoin sale funds Texas deal
- Positive Sentiment: Reports that 2026 GPU pricing discussions are favorable helped lift sentiment — better pricing or more stable ASPs for GPUs supports revenue and margin expectations for AMD’s MI/GPU lineup. AMD Stock Jumps on 2026 GPU Pricing Talks
- Neutral Sentiment: Analyst notes and earnings‑beat histories (Zacks, KeyCorp estimates) keep expectations high for another potential beat, but these are forward‑looking and already priced in by some investors. Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
- Neutral Sentiment: Some sell‑side/independent pieces warn of limited near‑term upside (“don’t expect fireworks”), which can temper momentum despite longer‑term AI narrative. Advanced Micro Devices: Don’t Expect Fireworks In The Short-Term
- Negative Sentiment: President Trump’s new 25% tariff on select AI chips (covers some high‑end processors) is a direct headwind for AMD’s MI series in China/exports — this raises near‑term revenue and pricing risk for affected SKUs. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
- Negative Sentiment: Separate coverage notes specific new tariffs hitting AMD’s MI325X (and Nvidia’s H200), which could dent competitiveness and push customers to re‑architect purchases or seek exemptions — a tangible policy risk to watch. Nvidia H200 and AMD MI325X Got Hit With New Tariffs
Advanced Micro Devices Stock Performance
Advanced Micro Devices stock opened at $231.83 on Monday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The company has a market capitalization of $377.43 billion, a price-to-earnings ratio of 114.77, a price-to-earnings-growth ratio of 0.97 and a beta of 1.95. The firm’s fifty day moving average price is $218.83 and its 200 day moving average price is $195.49.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $8.76 billion. During the same period last year, the firm earned $0.92 earnings per share. The company’s revenue was up 35.6% on a year-over-year basis. On average, research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.
Insiders Place Their Bets
In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the transaction, the executive vice president directly owned 300,348 shares of the company’s stock, valued at $68,890,820.76. This represents a 6.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the 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 transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 161,558 shares of company stock worth $35,461,719 in the last three months. 0.06% of the stock is owned by insiders.
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.
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