Advanced Micro Devices, Inc. $AMD Shares Sold by Lbp Am Sa

Lbp Am Sa trimmed its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 25.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 345,031 shares of the semiconductor manufacturer’s stock after selling 116,398 shares during the period. Advanced Micro Devices makes up about 0.7% of Lbp Am Sa’s holdings, making the stock its 25th largest holding. Lbp Am Sa’s holdings in Advanced Micro Devices were worth $55,823,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. ORG Wealth Partners LLC grew its position in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares in the last quarter. Pinney & Scofield Inc. lifted its position in shares of Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 85 shares in the last quarter. Dogwood Wealth Management LLC boosted its stake in shares of Advanced Micro Devices by 2,311.1% in the second quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 208 shares during the period. Avion Wealth grew its holdings in shares of Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares in the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in Advanced Micro Devices during the 2nd quarter worth approximately $34,000. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Advanced Micro Devices Trading Up 2.3%

Shares of Advanced Micro Devices stock opened at $259.68 on Monday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a market capitalization of $422.77 billion, a P/E ratio of 128.56, a PEG ratio of 1.08 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The company’s fifty day moving average is $218.66 and its two-hundred day moving average is $199.30.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The firm had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm’s revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the firm earned $0.92 earnings per share. Analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analysts Set New Price Targets

AMD has been the topic of a number of recent research reports. Wolfe Research set a $300.00 price objective on Advanced Micro Devices and gave the stock an “outperform” rating in a research report on Tuesday, October 14th. DZ Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price target on the stock in a report on Wednesday, October 8th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Sanford C. Bernstein lifted their price objective on shares of Advanced Micro Devices from $200.00 to $225.00 and gave the stock a “market perform” rating in a research report on Wednesday. Finally, Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $279.67.

Insiders Place Their Bets

In related news, CEO Lisa T. Su sold 125,000 shares of the company’s 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 transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the sale, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 164,000 shares of company stock valued at $36,034,173 in the last three months. 0.06% of the stock is owned by corporate insiders.

Advanced Micro Devices Company 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.