Valicenti Advisory Services Inc. Has $11.45 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Valicenti Advisory Services Inc. trimmed its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,784 shares of the semiconductor manufacturer’s stock after selling 3,442 shares during the quarter. Advanced Micro Devices makes up about 2.5% of Valicenti Advisory Services Inc.’s portfolio, making the stock its 14th biggest holding. Valicenti Advisory Services Inc.’s holdings in Advanced Micro Devices were worth $11,452,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Brighton Jones LLC raised its position in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares during the last quarter. Gamco Investors INC. ET AL raised its holdings in shares of Advanced Micro Devices by 114.7% in the 1st quarter. Gamco Investors INC. ET AL now owns 4,077 shares of the semiconductor manufacturer’s stock valued at $419,000 after purchasing an additional 2,178 shares during the period. WPG Advisers LLC bought a new stake in shares of Advanced Micro Devices in the 1st quarter valued at about $66,000. Finally, Canada Pension Plan Investment Board lifted its stake in Advanced Micro Devices by 55.6% in the 1st quarter. Canada Pension Plan Investment Board now owns 1,674,081 shares of the semiconductor manufacturer’s stock valued at $171,995,000 after purchasing an additional 598,481 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on AMD. Melius Research set a $380.00 price target on Advanced Micro Devices in a research report on Wednesday, November 12th. Robert W. Baird set a $300.00 target price on Advanced Micro Devices in a report on Wednesday, November 5th. Loop Capital set a $290.00 price target on Advanced Micro Devices and gave the company a “buy” rating in a research note on Wednesday, November 5th. Jefferies Financial Group set a $300.00 price objective on shares of Advanced Micro Devices and gave the stock a “positive” rating in a research report on Monday, October 6th. Finally, 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. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices News Summary

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

• Positive Sentiment: U.S. export-control changes are expected to allow AMD to resume sales of advanced AI chips into China, a move some analysts and columnists say could materially boost 2026 revenue and support a large upside scenario. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump
• Positive Sentiment: Several analysts remain constructive, noting that renewed China demand (and NVIDIA resuming shipments) is a near-term catalyst for both AMD and peers; Raymond James reiterated an Outperform view highlighting upside from China. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Positive Sentiment: MarketBeat includes AMD among stocks likely to start 2026 strong, citing the upcoming MI450 AI GPU/rack-scale product as a structural revenue driver that could meaningfully expand AMD’s competitive stance vs. NVIDIA. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Neutral Sentiment: Coverage pieces discuss broker sentiment and whether analyst recommendations matter for long-term returns; useful context but mixed impact on immediate price moves. Advanced Micro (AMD) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Samsung unveiled an in‑house GPU for Exynos, a longer-term competitor in mobile GPUs; mention of AMD demand remains positive for now but the move adds a future competitive data point. Samsung To Unveil First In-House GPU For Exynos 2600
• Negative Sentiment: Wall Street Zen lowered AMD to a “Hold” in a recent note, which can pressure sentiment and reduce near-term upside from the analyst community. Advanced Micro Devices Downgraded to “Hold” Rating by Wall Street Zen
• Negative Sentiment: NVIDIA’s $20B deal to license Groq technology and hire its engineering team materially strengthens NVIDIA’s low‑latency inference lead — a strategic move that widens the competitive moat and raises the bar for AMD in key AI inference workloads. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
• Negative Sentiment: Fresh market entrants and hot IPOs (e.g., MetaX coverage) have spooked some AI investor sentiment and could reallocate attention/capital away from incumbents, adding short-term volatility to AMD shares. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 17,108 shares of the firm’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 directly owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the sale, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 181,226 shares of company stock worth $39,877,820. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Stock Down 0.0%

AMD stock opened at $214.99 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The stock has a market capitalization of $350.01 billion, a price-to-earnings ratio of 106.43, a PEG ratio of 1.59 and a beta of 1.93. The business’s fifty day moving average price is $228.40 and its two-hundred day moving average price is $186.14.

Advanced Micro Devices (NASDAQ:AMD) last announced its 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 net margin of 10.32% and a return on equity of 8.04%. The company had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter in the previous year, the business posted $0.92 earnings per share. Advanced Micro Devices’s quarterly revenue was up 35.6% on a year-over-year basis. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

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.