Aaron Wealth Advisors LLC Has $3.57 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Aaron Wealth Advisors LLC lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 58.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 16,648 shares of the semiconductor manufacturer’s stock after buying an additional 6,113 shares during the period. Aaron Wealth Advisors LLC’s holdings in Advanced Micro Devices were worth $3,565,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of AMD. Impax Asset Management Group plc boosted its holdings in shares of Advanced Micro Devices by 326.5% during the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after acquiring an additional 39,861 shares during the period. Zweig DiMenna Associates LLC boosted its holdings in shares of Advanced Micro Devices by 127.6% during the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after acquiring an additional 40,708 shares during the period. Wedbush Securities Inc. boosted its holdings in shares of Advanced Micro Devices by 7.8% during the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock worth $13,632,000 after acquiring an additional 6,095 shares during the period. Highline Wealth Partners LLC boosted its holdings in shares of Advanced Micro Devices by 4,891.6% during the fourth quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer’s stock worth $1,775,000 after acquiring an additional 8,120 shares during the period. Finally, William Blair Investment Management LLC boosted its holdings in shares of Advanced Micro Devices by 72.5% during the third quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer’s stock worth $169,426,000 after acquiring an additional 440,296 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Activity

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were 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 in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 239,392 shares of company stock valued at $50,016,383 in the last three months. Company insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Finally, Citigroup cut their price target on Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating for the company in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $290.19.

Advanced Micro Devices Stock Up 1.2%

Shares of AMD opened at $220.18 on Tuesday. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company has a market cap of $358.97 billion, a P/E ratio of 83.09, a P/E/G ratio of 0.82 and a beta of 1.96. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm has a 50 day simple moving average of $209.24 and a two-hundred day simple moving average of $215.70.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the previous year, the business earned $1.09 earnings per share. The company’s revenue was up 34.1% on a year-over-year basis. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Surge in AI/server demand — Reports say “agentic AI” and unexpectedly strong server CPU demand have bumped chip orders and helped AMD gain share versus peers, a clear fundamental driver for revenue and pricing power. Read More.
• Positive Sentiment: Citi puts AMD on a 30‑day positive catalyst watch — Citi flagged AMD as a near‑term opportunity tied to AI CPU demand and pricing trends, which tends to spur short‑term buying by funds watching catalyst lists. Read More.
• Positive Sentiment: Broader industry tailwinds — Coverage noting strong server CPU demand lifted both Intel and AMD shares today, suggesting sector momentum (data center spend) is helping AMD’s stock. Read More.
• Positive Sentiment: Broker upgrades and buy‑lists — Erste Group’s upgrade and inclusion in AI growth/buy lists (The Motley Fool, investment writeups) reinforce the narrative that AMD is a leader in chips for AI workloads. Read More.
• Neutral Sentiment: Technical consolidation/recovery — Coverage notes AMD is trying to recover after a large pullback and trading above a key technical level; useful for traders but uncertain for fundamentals. Read More.
• Neutral Sentiment: Long‑term buy theses remain despite macro risks — Contrarian pieces highlight AMD as a long‑term AI/semiconductor growth pick amid market pessimism; helpful for longer‑horizon investors but less relevant to near‑term moves. Read More.
• Negative Sentiment: Price‑target cut from Citigroup — Citi trimmed AMD’s target from $260 to $248 and assigned a “neutral” rating, which can cap upside and gives investors a more cautious near‑term outlook despite the catalyst watch. Read More.

About Advanced Micro Devices

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.