Intrua Financial LLC Takes Position in Advanced Micro Devices, Inc. $AMD

Intrua Financial LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,027 shares of the semiconductor manufacturer’s stock, valued at approximately $652,000.

Several other institutional investors and hedge funds have also bought and sold shares of AMD. Xcel Wealth Management LLC boosted its stake in shares of Advanced Micro Devices by 6.5% during the 3rd quarter. Xcel Wealth Management LLC now owns 12,463 shares of the semiconductor manufacturer’s stock worth $2,016,000 after acquiring an additional 766 shares during the last quarter. Formidable Asset Management LLC raised its holdings in Advanced Micro Devices by 17.4% in the 3rd quarter. Formidable Asset Management LLC now owns 20,538 shares of the semiconductor manufacturer’s stock worth $3,323,000 after purchasing an additional 3,042 shares during the period. Partners Wealth Management LLC bought a new position in Advanced Micro Devices in the 3rd quarter worth $305,000. Capital Advisory Group Advisory Services LLC lifted its position in Advanced Micro Devices by 3.6% during the third quarter. Capital Advisory Group Advisory Services LLC now owns 3,010 shares of the semiconductor manufacturer’s stock valued at $487,000 after purchasing an additional 105 shares in the last quarter. Finally, DMC Group LLC grew its holdings in Advanced Micro Devices by 1.5% during the third quarter. DMC Group LLC now owns 10,758 shares of the semiconductor manufacturer’s stock valued at $1,741,000 after purchasing an additional 162 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

AMD has been the subject of a number of recent analyst reports. Stifel Nicolaus upped their price target on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price for the company. Citigroup reiterated a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday. Rosenblatt Securities restated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, Cowen reaffirmed 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-nine have issued a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $276.16.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Wells Fargo reiterated an Overweight and named AMD a Top AI pick for 2026, assigning a $345 price target — a large upside signal that supports a higher valuation for AMD’s data‑center roadmap and helps lift investor sentiment. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Strong analyst sentiment around CES AI processor launches and multiple raised price targets (consensus PTs rising toward the $280–$300+ area) is reinforcing demand expectations for AMD’s MI3xx/MI3 platform and boosting momentum into data‑center exposure. Strong Analyst Sentiment on Advanced Micro Devices (AMD) Amid CES AI Processor Launches Despite Nvidia Competition
• Positive Sentiment: Riot Platforms announced a large data‑center lease/AMD partnership (reported as a $1B‑scale deal), signaling real customer demand and potential revenue/capacity commitments for AMD’s AI compute customers — tangible validation of data‑center demand. Riot Platforms stock jumps after $1B AMD AI deal
• Positive Sentiment: Cathie Wood/ARK Invest added to AMD, a high‑profile institutional buy that often amplifies retail/investor interest and signals conviction in AMD’s long‑term AI/data‑center thesis. Cathie Wood Invests $1.1M in AMD Stock. Should You Buy too?
• Neutral Sentiment: Citi maintained a Neutral rating with a $260 target, acknowledging AI growth but warning muted margin leverage — this suggests upside exists but may be capped until clearer margin expansion arrives. Citi Maintains Neutral on AMD With $260 PT as Muted Margin Leverage Tempers AI Growth
• Neutral Sentiment: Macro/sector pieces (quantum‑enabler themes, long‑term forecasts) highlight upside to 2026–2030 if data‑center expansion and post‑quantum demand accelerate, but these are multi‑year catalysts rather than immediate drivers. Quantum Enablers Set for 2026 Breakout: AMD, AVGO, TER in Focus
• Negative Sentiment: U.S. tariff action: reports that certain AMD AI chips face a 25% import tariff add a near‑term margin and pricing risk for some product flows and introduce geopolitical trade uncertainty. As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?
• Negative Sentiment: AMD filed a Form 144 (insider sale notice) ahead of Q4 earnings — insider sales can spook short‑term traders even if routine or pre‑planned. AMD Files Insider Stock Sale Notice Ahead of Q4 Earnings. What Investors Should Know
• Negative Sentiment: Some analysts remain cautious or downgraded (Wall Street Zen to Hold; select analysts arguing “not a buy”), which can limit further multiple expansion until AMD demonstrates consistent margin leverage on AI revenue. Advanced Micro Devices (NASDAQ:AMD) Lowered to “Hold” by Wall Street Zen “Despite Strong Fundamentals, AMD Stock Isn’t a Buy,” Says Top Analyst

Advanced Micro Devices Price Performance

AMD opened at $231.83 on Tuesday. The business has a fifty day moving average of $218.58 and a 200 day moving average of $196.15. The stock has a market cap of $377.43 billion, a P/E ratio of 114.77, a PEG ratio of 0.97 and a beta of 1.95. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results 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 analyst estimates of $8.76 billion. During the same quarter in the previous year, the business earned $0.92 earnings per share. Advanced Micro Devices’s quarterly revenue 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 EPS 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 business’s stock in a transaction dated Thursday, December 11th. The stock was 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 approximately $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The shares were 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 $411,686,940.60. The trade was a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 161,558 shares of company stock worth $35,461,719 over the last quarter. Insiders own 0.06% of the company’s stock.

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.