Advanced Micro Devices, Inc. $AMD Shares Sold by Rye Brook Capital LLC

Rye Brook Capital LLC lowered its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 20.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 10,500 shares of the semiconductor manufacturer’s stock after selling 2,650 shares during the quarter. Advanced Micro Devices makes up about 0.9% of Rye Brook Capital LLC’s holdings, making the stock its 17th biggest position. Rye Brook Capital LLC’s holdings in Advanced Micro Devices were worth $1,699,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of Advanced Micro Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after buying an additional 2,281,508 shares during the last quarter. State Street Corp raised its holdings in Advanced Micro Devices by 0.8% in the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after acquiring an additional 581,330 shares during the last quarter. Geode Capital Management LLC grew its holdings in 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 valued at $5,181,556,000 after purchasing an additional 514,445 shares during the period. Norges Bank purchased a new stake in shares of Advanced Micro Devices during the 2nd quarter worth about $3,094,662,000. Finally, Invesco Ltd. grew its stake in shares of Advanced Micro Devices by 6.1% in the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after buying an additional 715,557 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analysts Set New Price Targets

AMD has been the topic of several research reports. Stifel Nicolaus upped their price target on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Rosenblatt Securities reissued a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Jefferies Financial Group set a $300.00 price target on Advanced Micro Devices and gave the company a “positive” rating in a report on Monday, October 6th. Melius Research set a $380.00 price objective on Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Bank of America restated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Large bullish options flow — Whales concentrated call buying across a wide $140–$280 strike range, suggesting some big investors are positioning for upside or a renewed rally. Article Title
• Positive Sentiment: Bullish AI thesis — Multiple pieces argue AMD is set to take share from Nvidia with new datacenter GPUs (MI350/MI450) and rack-scale improvements; analysts and commentators see a potentially large revenue ramp in 2026 if product ramps meet demand. Article Title
• Positive Sentiment: High-conviction AI stock picks include AMD — Motley Fool lists AMD among AI names with multi-year upside, citing CoreWeave demand and AMD’s growing competitive position versus Nvidia. Article Title
• Positive Sentiment: Institutional endorsement — Coverage of David Tepper’s sizable AMD purchase reinforces demand from a major hedge fund and supports the narrative of continued institutional accumulation. Article Title
• Neutral Sentiment: Long-term performance piece — Retrospective articles about 10‑year returns highlight AMD’s strong historical gains, useful for narrative context but not a near-term catalyst. Article Title
• Neutral Sentiment: Cross-market chart analogy — A crypto analyst compared Dogecoin’s setup to AMD’s past technical pattern; interesting technically but unlikely to move AMD shares materially. Article Title
• Neutral Sentiment: Unrelated “AMD” noise — A flurry of headlines about Outlook Therapeutics and a CRL for a wet-AMD (medical) drug can create ticker-search noise but is unrelated to Advanced Micro Devices’ business. Article Title
• Negative Sentiment: Valuation and “not at any price” warnings — Some analysts caution AMD can win share but that investors must be selective on price; stretched multiples after 2025’s rally raise the risk of further profit-taking if execution or margins slip. Article Title

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $214.16 on Friday. The company’s fifty day moving average is $226.71 and its two-hundred day moving average is $188.35. The firm has a market capitalization of $348.66 billion, a price-to-earnings ratio of 106.02, a P/E/G ratio of 1.58 and a beta of 1.95. 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, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The business had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. During the same period last year, the business earned $0.92 earnings per share. The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. 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, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction 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 completion of the sale, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This represents a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 181,226 shares of company stock valued at $39,877,820 over the last quarter. 0.06% of the stock is currently owned by insiders.

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.