Johnson & White Wealth Management LLC Takes Position in Advanced Micro Devices, Inc. $AMD

Johnson & White Wealth Management LLC purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, HoldingsChannel reports. The institutional investor purchased 3,019 shares of the semiconductor manufacturer’s stock, valued at approximately $488,000.

Several other large investors have also recently added to or reduced their stakes in the stock. Pinney & Scofield Inc. boosted 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 worth $27,000 after buying an additional 85 shares during the period. Dogwood Wealth Management LLC lifted its position in Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 208 shares in the last quarter. Avion Wealth lifted its position in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 72 shares in the last quarter. West Branch Capital LLC boosted its holdings in Advanced Micro Devices by 3,057.1% in the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after acquiring an additional 214 shares during the period. Finally, Evolution Wealth Management Inc. acquired a new stake in Advanced Micro Devices in the second quarter valued at approximately $34,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AMD has been the topic of a number of analyst reports. TD Cowen lifted their price objective on shares of Advanced Micro Devices from $270.00 to $290.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Stifel Nicolaus raised their price target on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Susquehanna reiterated a “positive” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Friday, October 31st. KGI Securities set a $260.00 price objective on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research report on Monday, October 13th. Finally, Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Three research 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 stock. Based on data from MarketBeat.com, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus target price of $277.06.

Advanced Micro Devices Price Performance

AMD opened at $214.80 on Thursday. The company has a market capitalization of $349.69 billion, a P/E ratio of 106.33, a PEG ratio of 1.59 and a beta of 1.93. The company has a 50-day moving average of $229.16 and a 200-day moving average of $184.85. 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 1-year low of $76.48 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. The business had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period last year, the firm earned $0.92 earnings per share. Equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Reports that Alibaba could order AMD MI308 GPUs — a potential large China customer would materially boost near-term AI GPU revenue and drive sentiment higher. Article Title
• Positive Sentiment: Alibaba’s DingTalk and other units reportedly plan to buy AMD accelerators — another signal of Chinese enterprise demand for AMD AI chips. Article Title
• Positive Sentiment: News coverage shows AMD shares climbed on reports of a massive Alibaba AI-chip order and analyst upgrades (including BofA maintaining Buy and framing 2026 as a key AI infra inflection). Those analyst comments add credibility to demand expectations. Article Title BofA Maintains Buy
• Positive Sentiment: AMD and Google reportedly in talks with Samsung to build next‑gen chips in a Texas fab — supply diversification and capacity expansion could de‑risk production for AI GPUs. Article Title
• Neutral Sentiment: A MarketBeat piece highlights AMD’s upcoming MI450 rack‑scale GPUs as a multi‑quarter revenue catalyst — important long‑term but timing remains mid‑to‑late 2026. MarketBeat AMD Overview
• Neutral Sentiment: U.S. delay of China chip tariffs to June 2027 could ease trade friction for U.S. chipmakers broadly, a macro tailwind but not an immediate demand trigger. Article Title
• Neutral Sentiment: Short-interest data showing “0” shares appears to be a reporting anomaly — not meaningful to positioning. (Data entry posted 12/24/2025.)
• Negative Sentiment: China IPOs of GPU-focused firms (e.g., MetaX) have sparked sector rotation and short‑term selling pressure in U.S. AI names; investor risk‑off or reallocation could weigh on AMD until Alibaba/other orders are confirmed. Article Title

Insider Transactions at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This represents a 0.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Ava Hahn sold 2,868 shares of the firm’s stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $226.01, for a total value of $648,196.68. Following the completion of the sale, the senior vice president directly owned 9,033 shares in the company, valued at approximately $2,041,548.33. This trade represents a 24.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 181,226 shares of company stock worth $39,877,820 in the last quarter. Insiders own 0.06% of the company’s stock.

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.