TKG Advisors LLC Makes New $5.27 Million Investment in Advanced Micro Devices, Inc. $AMD

TKG Advisors LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 24,591 shares of the semiconductor manufacturer’s stock, valued at approximately $5,266,000. Advanced Micro Devices accounts for about 2.1% of TKG Advisors LLC’s holdings, making the stock its 16th biggest holding.

Several other hedge funds also recently bought and sold shares of the stock. ORG Wealth Partners LLC boosted its stake in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. boosted its stake in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 61 shares during the period. Aviso Financial Inc. boosted its stake in shares of Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 160 shares during the period. Delos Wealth Advisors LLC boosted its stake in shares of Advanced Micro Devices by 100.0% in the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 100 shares during the period. Finally, Signature Resources Capital Management LLC boosted its stake in shares of Advanced Micro Devices by 170.4% in the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after purchasing an additional 138 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Stifel raised its price target to $320, cited accelerating AI demand and lifted investor conviction in AMD’s upside. This fresh Wall Street upgrade is a key driver of today’s rally. Stifel Hikes AMD Target
• Positive Sentiment: AMD launched the Ryzen 9 9950X3D2 (Dual Edition), a premium CPU that boosts AMD’s positioning in high‑end gaming and could support better ASPs and margins in PC and gaming channels. Product strength fuels sentiment around future revenue and margins. Ryzen 9950X3D2 Launch
• Positive Sentiment: Intel’s blowout Q1 and upbeat guidance lifted sentiment across the chip sector; AMD and Arm shares popped on the “coattail” effect as investors re‑price AI/CPU demand expectations higher. Sector momentum is amplifying AMD’s move. AMD and Arm Pop After Intel
• Positive Sentiment: Analyst upgrades and institutional flows have been significant this week (multiple price‑target raises and coverage notes), helping drive momentum into new all‑time highs and pre‑market jumps. AMD Stock Surges on Upgrades
• Neutral Sentiment: Macro headwinds (risk from the US‑Iran conflict and higher oil prices) kept futures mixed; traders showed reluctance to extend broad markets too far into the weekend despite chip optimism. This may limit upside breadth. Dow Futures Tumble
• Negative Sentiment: IFM Investors’ 13F filing shows a large estimated decrease (~324k shares) in its AMD position for the March quarter, a potential sign of institutional trimming that could pressure the stock if others follow. Note 13F data lag and may not reflect current flows. IFM Investors 13F Update
• Negative Sentiment: AMD flagged potential sequential gross‑margin pressure (Zacks warns of a ~200bp drop as one‑time gains fade and seasonal weakness hits), which could temper longer‑term margin expectations and set a higher bar for upcoming earnings. Margin Contraction Warning

Analysts Set New Price Targets

Several research firms have recently commented on AMD. DA Davidson raised shares of Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Rosenblatt Securities reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Evercore reissued an “outperform” rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, China Renaissance began coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $292.14.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 27,109 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $275.00, for a total transaction of $7,454,975.00. Following the sale, the executive vice president owned 1,267,357 shares of the company’s stock, valued at approximately $348,523,175. This trade represents a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 85,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 273,352 shares of company stock worth $59,173,070 in the last ninety days. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $305.33 on Friday. The firm has a market capitalization of $497.79 billion, a PE ratio of 115.22, a price-to-earnings-growth ratio of 1.10 and a beta of 1.96. The business’s fifty day moving average price is $218.99 and its 200 day moving average price is $224.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. Advanced Micro Devices, Inc. has a 12 month low of $90.37 and a 12 month high of $310.22.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the company posted $1.09 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 5.78 earnings per share for the current fiscal year.

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.