Alpha Cubed Investments LLC Buys 14,494 Shares of Advanced Micro Devices, Inc. $AMD

Alpha Cubed Investments LLC raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.5% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 206,849 shares of the semiconductor manufacturer’s stock after acquiring an additional 14,494 shares during the period. Advanced Micro Devices makes up about 1.2% of Alpha Cubed Investments LLC’s holdings, making the stock its 20th largest holding. Alpha Cubed Investments LLC’s holdings in Advanced Micro Devices were worth $33,466,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in AMD. ORG Wealth Partners LLC boosted its position in Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the period. Pinney & Scofield Inc. raised its position in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares during the period. Avion Wealth lifted its stake in shares of Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after buying an additional 72 shares in the last quarter. Signature Resources Capital Management LLC boosted its holdings in Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after buying an additional 138 shares during the period. Finally, Evolution Wealth Management Inc. bought a new position in Advanced Micro Devices in the 2nd quarter worth approximately $34,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Susquehanna reiterated a Buy on AMD with a $300 price target, citing strengthening AI data‑center momentum and multi‑segment growth through 2026 — a reaffirmation that bulls are expecting material upside from AI/server adoption. AMD Buy Rating Reiterated on Strengthening AI Data Center Momentum and Multi-Segment Growth Outlook Through 2026
• Positive Sentiment: Multiple reports highlight an OpenAI chip deal and accelerating traction for AMD’s EPYC CPUs and Instinct GPUs in datacenters — concrete revenue drivers for 2026 that support higher analyst estimates and justify premium multiples if server/AI adoption continues. AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
• Positive Sentiment: Analysts and previews (Barchart, Zacks) expect robust Q4 results driven by ~25%+ revenue growth from data‑center demand and AI GPU traction — results that could re‑rate the stock if AMD beats and raises guidance. Can AMD’s Q4 Earnings Report Push the Stock to New Highs? AMD Gears Up to Report Q4 Earnings: Here’s Why the Stock is a Buy
• Positive Sentiment: Microsoft said it will continue buying AI chips from Nvidia and AMD even as it rolls out its own in‑house chips — a signal that hyperscalers will remain multi‑sourced and that AMD can keep capturing datacenter share. Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says
• Neutral Sentiment: Positive Ryzen 7 9850X3D reviews are supporting AMD’s consumer CPU narrative and helped spark a recent short‑term move; useful for revenue diversification but less material than datacenter deals for the stock’s valuation. AMD Stock Jumps Alongside Positive Ryzen 7 9850X3D Reviews
• Neutral Sentiment: Q4 earnings (reporting early Feb) is the immediate catalyst — consensus estimates are elevated, so results matter: an upside surprise could drive another leg higher, while a miss or cautious guidance could trigger profit‑taking. AMD Stock Flirts With Buy Point Ahead Of Q4 Report
• Negative Sentiment: Some sector headlines show short‑term selling/volatility: AMD shares slipped alongside peers on reports about SOCAMM2 memory plans and broader chip‑stock rotations, suggesting sentiment can swing even with positive fundamental news. AMD & Qualcomm (QCOM) Stocks Slip Despite Reported SOCAMM2 AI Plans

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 on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the transaction, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 164,000 shares of company stock valued at $36,034,173 over the last three months. 0.06% of the stock is currently owned by corporate insiders.

Advanced Micro Devices Trading Down 0.2%

AMD stock opened at $252.18 on Friday. The company has a market capitalization of $410.56 billion, a PE ratio of 124.84, a price-to-earnings-growth ratio of 1.05 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. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company’s 50 day moving average price is $220.82 and its two-hundred day moving average price is $201.51.

Advanced Micro Devices (NASDAQ:AMD) last issued 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. The company had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.Advanced Micro Devices’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.92 EPS. As a group, analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. Sanford C. Bernstein raised their price target on Advanced Micro Devices from $200.00 to $225.00 and gave the stock a “market perform” rating in a report on Wednesday, January 21st. Morgan Stanley reissued an “equal weight” rating and set a $260.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Citigroup restated a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. KGI Securities set a $260.00 target price on Advanced Micro Devices and gave the company an “outperform” rating in a report on Monday, October 13th. Finally, Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and an average price target of $281.06.

Advanced Micro Devices Company 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.