Lee Johnson Capital Management LLC Invests $1.54 Million in Advanced Micro Devices, Inc. $AMD

Lee Johnson Capital Management LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, HoldingsChannel.com reports. The institutional investor bought 9,499 shares of the semiconductor manufacturer’s stock, valued at approximately $1,537,000.

Several other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. raised its stake in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after acquiring an additional 2,281,508 shares during the period. State Street Corp raised its position in Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after purchasing an additional 581,330 shares during the period. Geode Capital Management LLC boosted its position in shares of Advanced Micro Devices by 1.4% in the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after buying an additional 514,445 shares during the period. Norges Bank acquired a new stake in shares of Advanced Micro Devices in the second quarter valued at about $3,094,662,000. Finally, Amundi raised its holdings in shares of Advanced Micro Devices by 8.0% during the 1st quarter. Amundi now owns 17,829,010 shares of the semiconductor manufacturer’s stock valued at $1,677,014,000 after buying an additional 1,319,064 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This trade represents a 0.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 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 $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 181,226 shares of company stock worth $39,877,820. 0.06% of the stock is owned by corporate insiders.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: MI450 launch could be transformational for AMD’s data‑center revenue; MarketBeat highlights that the MI450 rack‑scale GPUs position AMD to challenge NVIDIA and could trigger significant upside if the ramp outperforms expectations. Advanced Micro Devices Is the Most Compelling AI Trade for 2026
• Positive Sentiment: Wall Street tone is broadly bullish after AMD’s big 2025 run — coverage increases and price‑target upgrades are cited as conviction drivers that support further upside. Wall Street bullish on Advanced Micro Devices (AMD), here’s why
• Positive Sentiment: Analyst commentary (including Mizuho/media coverage) expects further gains into 2026, driven by AI/GPU demand and a strong sales pipeline — a tailwind for sentiment and potential upgrades. AMD Stock Is Up 78% in 2025. What to Expect for Shares in 2026… and Beyond
• Positive Sentiment: CES 2026 engagement (CEO Lisa Su keynote) is a near-term catalyst where product messaging and enterprise traction could lift sentiment and order visibility. What Does CES 2026 Hold for AMD Stock?
• Neutral Sentiment: Inclusion and weight in broad semi ETFs (XSD) and positive sector flows help liquidity and create steady buyer interest but spread exposure across peers rather than concentrating risk in AMD alone. Find the Next NVIDIA With This Semiconductor ETF
• Neutral Sentiment: Seasonal / macro catalyst: Q4/Q1 earnings season could be a bullish engine for tech/AI names broadly, which helps AMD if results and guidance beat conservatively low expectations. Why Q4 Earnings Season Could Be a Bullish Catalyst for S&P 500 Stocks
• Neutral Sentiment: Long‑term bull case vs. current valuation: analysts and commentaries note robust top‑line growth but warn multiples are stretched — this can amplify volatility around earnings and guidance. AMD: Let’s Talk About This Pick In ’26
• Negative Sentiment: NVIDIA developments raise competitive risk — a Fool piece flags potential implications if NVIDIA expands licensing or partner programs (e.g., Groq/NVIDIA dynamics) that could alter hyperscaler relationships or margins. Should AMD Stock Investors Be Worried About Nvidia Licensing Groq Technology?
• Negative Sentiment: Market rumors about early‑2026 GPU price hikes pressured semi names and can dent near‑term demand expectations — a short‑term headwind for shares. AMD & Nvidia Stocks Slip on 2026 GPU Price Hike Rumors

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $215.34 on Wednesday. The firm has a fifty day moving average of $227.45 and a two-hundred day moving average of $187.98. The firm has a market cap of $350.58 billion, a P/E ratio of 106.60, a P/E/G ratio of 1.60 and a beta of 1.93. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year 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.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping 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 net margin of 10.32% and a return on equity of 8.04%. The company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the company posted $0.92 earnings per share. As a group, research analysts anticipate 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 weighed in on the company. Susquehanna restated a “positive” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Friday, October 31st. CICC Research raised shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a research report on Friday, November 7th. Deutsche Bank Aktiengesellschaft set a $235.00 target price on shares of Advanced Micro Devices and gave the company a “hold” rating in a research note on Tuesday, October 14th. Wedbush reaffirmed an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Truist Financial cut their price objective on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a report on Friday, December 19th. Three investment 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’s stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $277.06.

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.