Advanced Micro Devices, Inc. $AMD Stock Holdings Raised by Simplicity Wealth LLC

Simplicity Wealth LLC grew its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 21.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 32,515 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,778 shares during the period. Simplicity Wealth LLC’s holdings in Advanced Micro Devices were worth $19,891,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. MJT & Associates Financial Advisory Group Inc. bought a new position in Advanced Micro Devices in the 3rd quarter valued at approximately $29,000. JNBA Financial Advisors boosted its stake in Advanced Micro Devices by 142.9% during the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 30 shares during the last quarter. Graney & King LLC purchased a new stake in Advanced Micro Devices during the 1st quarter valued at $31,000. Main Street Group LTD bought a new stake in shares of Advanced Micro Devices in the 1st quarter worth $33,000. Finally, Downshift Financial LLC increased its holdings in shares of Advanced Micro Devices by 850.0% in the 3rd quarter. Downshift Financial LLC now owns 57 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 51 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Insider Activity

In related news, EVP Forrest Norrod sold 17,262 shares of Advanced Micro Devices stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $540.70, for a total value of $9,333,563.40. Following the completion of the sale, the executive vice president owned 353,317 shares of the company’s stock, valued at $191,038,501.90. The trade was a 4.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of Advanced Micro Devices stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the completion of the sale, the executive vice president directly owned 160,979 shares of the company’s stock, valued at $76,316,924.32. The trade was a 8.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 231,100 shares of company stock worth $114,867,400. Insiders own 0.50% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Analyst support is helping sentiment. AMD received an analyst upgrade, while Erste Group raised its FY2027 earnings estimate to $15.05 per share from $14.80. The company’s long-term earnings outlook is being supported by expectations for continued AI accelerator demand. AMD Stock Jumps Following Analyst Upgrade
• Positive Sentiment: AI growth remains the core bullish argument. Articles point to AMD’s hyperscaler contracts, data-center expansion and expected product cycles as potential drivers of substantial future revenue growth. AMD recently reported 50.1% year-over-year revenue growth, and analysts continue to debate whether its AI opportunity is being underestimated. AMD’s Potential May Be Underestimated
• Neutral Sentiment: Today’s strength follows a broad technology rebound. AMD and Intel recovered after a sharp semiconductor sell-off, while AMD also contributed to gains in the Invesco QQQ Trust. This suggests some of the buying reflects sector rotation and short-term dip buying rather than a change in AMD’s fundamentals. Why AMD and Intel Stocks Are Gaining
• Negative Sentiment: Valuation and execution risks remain significant. AMD has already risen sharply this year, and its high earnings multiple leaves little room for disappointment. Investors are focused on whether upcoming earnings and new AI products can validate the expectations embedded in the stock. AMD Stock Price Prediction
• Negative Sentiment: Competitive and macroeconomic pressures could limit upside. Nvidia is expanding into CPU systems traditionally dominated by AMD and Intel, while higher oil prices, interest rates and questions about AI infrastructure spending are weighing on the broader semiconductor trade. Nvidia Enters the CPU Market

Advanced Micro Devices Price Performance

Shares of Advanced Micro Devices stock opened at $516.79 on Monday. Advanced Micro Devices, Inc. has a twelve month low of $188.22 and a twelve month high of $658.52. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The company’s 50 day moving average is $541.54 and its 200 day moving average is $485.30. The company has a market cap of $843.64 billion, a price-to-earnings ratio of 132.85, a price-to-earnings-growth ratio of 5.30 and a beta of 2.45.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. The business had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm’s revenue was up 50.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.48 EPS. Research analysts anticipate that Advanced Micro Devices, Inc. will post 6.50 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on AMD shares. Raymond James Financial upgraded Advanced Micro Devices from an “outperform” rating to a “strong-buy” rating and boosted their price target for the stock from $565.00 to $641.00 in a research note on Tuesday, August 25th. Stifel Nicolaus upped their price target on Advanced Micro Devices from $635.00 to $700.00 and gave the company a “buy” rating in a report on Monday, October 5th. Argus increased their price objective on Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Rosenblatt Securities reaffirmed a “buy” rating and set a $700.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, September 29th. Finally, Jefferies Financial Group set a $650.00 price objective on Advanced Micro Devices in a report on Wednesday, August 5th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average target price of $606.76.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded markets and other specialized applications.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics processing units, and Instinct accelerators for artificial intelligence and high-performance computing.