Advanced Micro Devices, Inc. $AMD Position Boosted by Noesis Capital Mangement Corp

Noesis Capital Mangement Corp lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 97,096 shares of the semiconductor manufacturer’s stock after buying an additional 1,350 shares during the period. Advanced Micro Devices accounts for about 7.0% of Noesis Capital Mangement Corp’s investment portfolio, making the stock its 2nd biggest holding. Noesis Capital Mangement Corp’s holdings in Advanced Micro Devices were worth $59,399,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of AMD. Bank of America Corp DE bought a new position in Advanced Micro Devices during the second quarter worth $7,022,226,000. BlackRock Inc. grew its holdings in Advanced Micro Devices by 3.1% in the second quarter. BlackRock Inc. now owns 150,301,510 shares of the semiconductor manufacturer’s stock worth $87,311,650,000 after purchasing an additional 4,535,126 shares during the period. Jupiter Topco LLC bought a new stake in Advanced Micro Devices in the second quarter valued at $2,084,651,000. Wellington Management Group LLP increased its stake in Advanced Micro Devices by 33.9% in the second quarter. Wellington Management Group LLP now owns 9,334,396 shares of the semiconductor manufacturer’s stock valued at $5,422,444,000 after purchasing an additional 2,365,419 shares in the last quarter. Finally, State Street Corp raised its holdings in shares of Advanced Micro Devices by 2.9% during the second quarter. State Street Corp now owns 76,920,783 shares of the semiconductor manufacturer’s stock valued at $46,606,266,000 after purchasing an additional 2,149,563 shares during the period. Institutional investors own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Meta’s AI financing plan supports demand visibility. Meta plans up to $95 billion in stock-related financing for AI infrastructure, with AMD, Nvidia and Broadcom reportedly considering up to $5 billion in combined purchases of Meta shares. The plan signals continued, large-scale spending by a major AMD customer and AI ecosystem partner. Meta equity offerings article
• Positive Sentiment: Analysts see server CPU growth as a key earnings catalyst. Wedbush identified rising AI-computing demand as a potential driver for AMD’s EPYC server CPU business ahead of the company’s November 3 earnings release. Investors are also focused on whether AMD’s Helios rack-scale AI strategy can expand its opportunity beyond GPUs into CPUs and inference workloads. Wedbush server CPU demand article
• Positive Sentiment: Semiconductor-sector momentum provided additional support. AMD participated in a broader rally following AI-related announcements from Meta and Anthropic, while strong moves in other chip stocks reinforced optimism around AI infrastructure spending. Chip stocks rally article
• Neutral Sentiment: Trading data showed no reported short interest. The October 26 report listed AMD short interest at zero shares and a zero-day short ratio. That could indicate limited short-selling pressure, although the figure may reflect a reporting or data issue rather than a meaningful change in investor positioning.
• Negative Sentiment: Valuation and competitive risks remain significant. Commentary noted that AMD has rallied sharply this year, while Nvidia continues to lead in margins and data-center scale. With AMD trading at a high valuation, investors may demand strong execution and upbeat guidance; competition from Nvidia, Broadcom, Marvell and newer AI-chip companies could limit further gains. AMD and Nvidia valuation article

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Paul Grasby sold 15,000 shares of Advanced Micro Devices stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $514.91, for a total transaction of $7,723,650.00. Following the completion of the transaction, the executive vice president owned 117,687 shares in the company, valued at approximately $60,598,213.17. The trade was a 11.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Lisa Su sold 70,000 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $506.80, for a total value of $35,476,000.00. Following the sale, the chief executive officer directly owned 3,032,156 shares of the company’s stock, valued at $1,536,696,660.80. This represents a 2.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 231,100 shares of company stock worth $114,867,400 in the last 90 days. Company insiders own 0.50% of the company’s stock.

Analysts Set New Price Targets

AMD has been the topic of a number of research analyst reports. BMO Capital Markets started coverage on shares of Advanced Micro Devices in a research report on Thursday, August 20th. They set an “outperform” rating and a $550.00 price objective on the stock. Weiss Ratings upgraded Advanced Micro Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Robert W. Baird set a $1,250.00 target price on Advanced Micro Devices in a research report on Friday, July 24th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, October 5th. Finally, Zacks Research downgraded Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 1st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $606.76.

Advanced Micro Devices Stock Up 2.8%

Advanced Micro Devices stock opened at $531.28 on Tuesday. Advanced Micro Devices, Inc. has a 1-year low of $188.22 and a 1-year high of $658.52. The firm has a market capitalization of $867.30 billion, a price-to-earnings ratio of 136.58, a price-to-earnings-growth ratio of 5.30 and a beta of 2.45. The firm’s fifty day moving average price is $542.28 and its two-hundred day moving average price is $400.69. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The firm had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business’s revenue was up 50.1% on a year-over-year basis. During the same period last year, the company earned $0.48 earnings per share. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 6.50 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 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.