HBK Sorce Advisory LLC Acquires 5,280 Shares of Advanced Micro Devices, Inc. $AMD

HBK Sorce Advisory LLC increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 39.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,641 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,280 shares during the period. HBK Sorce Advisory LLC’s holdings in Advanced Micro Devices were worth $3,016,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in AMD. S.A. Mason LLC lifted its position in shares of Advanced Micro Devices by 101.3% during the 3rd quarter. S.A. Mason LLC now owns 1,590 shares of the semiconductor manufacturer’s stock worth $257,000 after buying an additional 800 shares during the period. Bernard Wealth Management Corp. lifted its holdings in shares of Advanced Micro Devices by 32.4% during the third quarter. Bernard Wealth Management Corp. now owns 2,046 shares of the semiconductor manufacturer’s stock valued at $331,000 after acquiring an additional 501 shares during the period. Arvest Investments Inc. bought a new position in shares of Advanced Micro Devices during the third quarter valued at $287,000. Jamison Private Wealth Management Inc. boosted its stake in shares of Advanced Micro Devices by 4.4% in the 3rd quarter. Jamison Private Wealth Management Inc. now owns 45,993 shares of the semiconductor manufacturer’s stock valued at $7,441,000 after purchasing an additional 1,936 shares in the last quarter. Finally, Exchange Traded Concepts LLC grew its holdings in shares of Advanced Micro Devices by 54.7% in the 3rd quarter. Exchange Traded Concepts LLC now owns 141,207 shares of the semiconductor manufacturer’s stock worth $22,846,000 after purchasing an additional 49,957 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Reports say Alibaba is considering a major purchase of AMD AI accelerators, which would give AMD material access to China’s hyperscaler demand and boost near-term AI revenue visibility. AMD Shares Climb on Reports of Alibaba Massive AI Chip Order
• Positive Sentiment: Multiple outlets (Barron’s / MSN / Yahoo) highlight Alibaba as a potential new frontier for NVIDIA and AMD, reinforcing expectations that China could be a meaningful incremental market for AMD’s AI GPUs. Alibaba Shows China May Be Next Frontier for Nvidia and AMD
• Positive Sentiment: Wall Street support and analyst upgrades continue: several analysts reiterated bullish views into 2026 (Buy ratings, price-target resets), underpinning investor confidence in AMD’s multi-year AI opportunity. AMD Draws Analyst Upgrades for 2026 While Top Investor Signals a Long-Term Strength
• Positive Sentiment: Capacity and fab conversations: reports say AMD (and Google) are in talks with Samsung to build next‑gen AI chips in Texas — a potential route to secure additional fabs and scale production for future GPUs. AMD and Google Tap Samsung’s Texas Fab for AI Chips
• Neutral Sentiment: Long-term investor pieces position AMD as a core AI-chip holding for the next decade (favorable thesis but long-horizon), which supports buy-and-hold interest but is less relevant to near-term pricing. What Is One of the Best Chip Stocks to Hold for the Next 10 Years?
• Negative Sentiment: Volatility / downside: AMD plunged (~14%) on Dec. 22 amid earnings/guidance worries and rotation, a reminder that expectations for AI revenue and execution are already priced aggressively and disappointments can trigger sharp moves. Advanced Micro Devices (AMD) Down More Than 13.9%, Here’s What You Need to Know
• Negative Sentiment: Market shift to AI infrastructure (Oracle & others) could reallocate some investor dollars away from pure-play chip makers toward data‑center/cloud providers that monetize the deployed capacity, creating macro headwinds for chip multiple expansion. Forget The Chips: Oracle Wins Phase 2 of AI

Wall Street Analyst Weigh In

Several brokerages recently issued reports on AMD. Deutsche Bank Aktiengesellschaft set a $235.00 price target on shares of Advanced Micro Devices and gave the company a “hold” rating in a report on Tuesday, October 14th. Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Citigroup increased their price target 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. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, DZ Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price objective on the stock in a research note on Wednesday, October 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices Stock Down 0.0%

NASDAQ AMD opened at $214.90 on Wednesday. The stock has a market capitalization of $349.87 billion, a P/E ratio of 106.39, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The stock has a fifty day moving average of $229.64 and a 200-day moving average of $184.64.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.03. The business had revenue of $9.25 billion for 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%.The firm’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the business earned $0.92 earnings per share. On average, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ava Hahn sold 2,868 shares of the company’s stock in a transaction on Monday, October 6th. The shares were sold at an average price of $226.01, for a total transaction of $648,196.68. Following the sale, the senior vice president owned 9,033 shares of the company’s stock, valued at $2,041,548.33. The trade was a 24.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 181,226 shares of company stock worth $39,877,820 over the last quarter. Company 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.