Vest Financial LLC Acquires 5,075 Shares of Advanced Micro Devices, Inc. $AMD

Vest Financial LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 23.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 26,386 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,075 shares during the period. Vest Financial LLC’s holdings in Advanced Micro Devices were worth $4,269,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wise Wealth Partners purchased a new position in shares of Advanced Micro Devices during the second quarter valued at about $343,000. Waterfront Wealth Inc. purchased a new position in Advanced Micro Devices during the 2nd quarter valued at approximately $1,145,000. Global Retirement Partners LLC bought a new stake in Advanced Micro Devices in the 2nd quarter worth approximately $4,519,000. Cornercap Investment Counsel Inc. raised its holdings in shares of Advanced Micro Devices by 43.3% during the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after acquiring an additional 3,702 shares in the last quarter. Finally, Swiss National Bank boosted its position in shares of Advanced Micro Devices by 7.5% during the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after acquiring an additional 341,000 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $249.80 on Thursday. The stock has a 50 day moving average price of $218.29 and a 200 day moving average price of $197.19. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. 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 firm has a market capitalization of $406.68 billion, a P/E ratio of 123.66, a P/E/G ratio of 0.97 and a beta of 1.95.

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 the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter in the prior year, the company posted $0.92 EPS. Advanced Micro Devices’s quarterly revenue was up 35.6% on a year-over-year basis. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Key Advanced Micro Devices News

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

• Positive Sentiment: Analysts are increasingly upbeat about AMD’s momentum in CPUs for AI data centers, helping fuel bullish sentiment ahead of earnings. Read More.
• Positive Sentiment: Riot Platforms announced a multi?year lease with AMD (25 MW initial, option to 200 MW) — a tangible validation that AMD is securing dedicated data?center power/capacity for HPC/AI workloads. Read More.
• Positive Sentiment: AMD added former Accenture CFO KC McClure to its board, which investors view as strengthening financial and governance depth as the company scales AI/data?center investments. Read More.
• Positive Sentiment: Industry commentary — notably remarks interpreted from Nvidia’s leadership — is amplifying the view that “trillions” of incremental AI infrastructure spend will be required, lifting suppliers like AMD. Read More.
• Positive Sentiment: Reports that Meta plans to buy more AI chips from AMD add a potential near?term revenue upside for data?center sales. Read More.
• Neutral Sentiment: Investors are positioning ahead of AMD’s Q4 earnings (early Feb) and the expected MI450 GPU ramp — both are major catalysts but outcome depends on guidance/execution. Read More.
• Neutral Sentiment: Wall Street continues to publish bullish price targets and Overweight/Outperform coverage (supportive background but already partly priced in). Read More.
• Negative Sentiment: Recent insider selling (disclosed SVP sale) and broader insider activity have picked up, which can spook traders ahead of earnings despite positive headlines. Read More.
• Negative Sentiment: Policy/regulatory risk persists — reports of tariffs on certain AMD AI chips (MI325x) and valuation caution from some analysts mean downside remains if guidance disappoints or tariffs widen. Read More.

Analyst Ratings Changes

Several brokerages recently weighed in on AMD. Raymond James Financial started coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target on the stock. Bank of America restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. UBS Group upped their target price on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. DZ Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price objective on the stock in a research note on Wednesday, October 8th. Finally, Citigroup restated a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average price target of $279.67.

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 164,000 shares of company stock worth $36,034,173. 0.06% of the stock is currently owned by corporate 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.