Heritage Oak Wealth Advisors LLC Takes Position in Advanced Micro Devices, Inc. $AMD

Heritage Oak Wealth 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 Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,185 shares of the semiconductor manufacturer’s stock, valued at approximately $1,110,000.

A number of other institutional investors have also made changes to their positions in AMD. First United Bank & Trust increased its holdings in Advanced Micro Devices by 3.4% in the 4th quarter. First United Bank & Trust now owns 3,899 shares of the semiconductor manufacturer’s stock valued at $835,000 after purchasing an additional 128 shares during the last quarter. New Wave Wealth Advisors LLC acquired a new stake in shares of Advanced Micro Devices in the fourth quarter valued at $230,000. Bank of Stockton raised its holdings in shares of Advanced Micro Devices by 60.9% in the 4th quarter. Bank of Stockton now owns 2,895 shares of the semiconductor manufacturer’s stock valued at $620,000 after buying an additional 1,096 shares during the period. Albion Financial Group UT raised its holdings in shares of Advanced Micro Devices by 474.6% in the 4th quarter. Albion Financial Group UT now owns 793 shares of the semiconductor manufacturer’s stock valued at $170,000 after buying an additional 655 shares during the period. Finally, Apella Capital LLC lifted its stake in Advanced Micro Devices by 0.8% during the 4th quarter. Apella Capital LLC now owns 6,101 shares of the semiconductor manufacturer’s stock worth $1,307,000 after acquiring an additional 46 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Trading Up 1.2%

Shares of NASDAQ:AMD opened at $220.18 on Tuesday. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company’s 50 day moving average is $209.24 and its two-hundred day moving average is $215.70. The company has a market cap of $358.97 billion, a PE ratio of 83.09, a P/E/G ratio of 0.82 and a beta of 1.96. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter in the previous year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% compared to the same quarter last year. Equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Wells Fargo reiterated an Overweight rating and a $345 price target, signaling confidence in AMD’s AI/data‑center growth and providing upside support. Wells Fargo Maintains Overweight Rating for Advanced Micro Devices (AMD)
• Positive Sentiment: Citi put AMD on a 30‑day positive catalyst watch, highlighting near‑term catalysts (AI CPU demand and pricing) that can lift the stock in the coming weeks. Why Intel and AMD Stocks Are Rising Today
• Positive Sentiment: Sector tailwinds: Samsung’s blowout AI memory chip results underscore robust cloud/data‑center spending — a positive signal for AMD’s data‑center GPU/CPU demand. Samsung Beats High Estimates After AI Chip Sales Defy War Fears
• Positive Sentiment: Reports note AMD is gaining share as “agentic AI” drives unexpected chip demand, reinforcing the company’s growth thesis in data‑center workloads. AMD gains market share as ‘agentic AI’ fuels surprise surge in chip demand
• Neutral Sentiment: Brokerage consensus remains mildly constructive — an average “Moderate Buy” — which supports a generally positive expectation but leaves room for dispersion. Advanced Micro Devices, Inc. Receives Average Recommendation of “Moderate Buy”
• Neutral Sentiment: Market commentary debates whether the recent pullback is a buying opportunity or a signal to wait — key for tactical traders but not a new fundamental change. AMD Stock Pullback: Is Now the Time to Buy?
• Negative Sentiment: Citi trimmed its price target to $248 and moved to Neutral/Watch in recent notes, narrowing near‑term upside and contributing to analyst divergence and volatility. Citigroup Lowers AMD Price Target
• Negative Sentiment: Coverage divergence (Wells Fargo $345 vs. UBS $310 vs. Citi $248) increases short‑term uncertainty — investors must weigh strong AI demand vs. differing margin/pricing assumptions ahead of Q1 results. Advanced Micro Devices (AMD) Stock: Diverging Analyst Perspectives

Analysts Set New Price Targets

Several research firms have weighed in on AMD. Rosenblatt Securities reaffirmed a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Wells Fargo & Company reissued an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday, January 30th. Evercore restated an “outperform” rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, February 24th. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Finally, Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.19.

Insiders Place Their Bets

In related news, EVP Paul Darren Grasby sold 7,500 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 239,392 shares of company stock valued at $50,016,383. 0.06% of the stock is owned by insiders.

About Advanced Micro Devices

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.