Howard Capital Management Inc. Increases Holdings in Advanced Micro Devices, Inc. $AMD

Howard Capital Management Inc. lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 15.1% during the third quarter, HoldingsChannel reports. The firm owned 81,573 shares of the semiconductor manufacturer’s stock after purchasing an additional 10,680 shares during the quarter. Howard Capital Management Inc.’s holdings in Advanced Micro Devices were worth $13,198,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Nan Fung Trinity HK Ltd. purchased a new stake in Advanced Micro Devices during the third quarter worth about $11,811,000. National Pension Service boosted its stake in Advanced Micro Devices by 2.8% in the third quarter. National Pension Service now owns 3,377,037 shares of the semiconductor manufacturer’s stock valued at $546,371,000 after acquiring an additional 90,762 shares during the last quarter. Cornerstone Wealth Management LLC grew its position in shares of Advanced Micro Devices by 15.5% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 13,647 shares of the semiconductor manufacturer’s stock valued at $2,208,000 after acquiring an additional 1,827 shares during the period. High Note Wealth LLC increased its stake in shares of Advanced Micro Devices by 22.6% during the 3rd quarter. High Note Wealth LLC now owns 326 shares of the semiconductor manufacturer’s stock worth $53,000 after purchasing an additional 60 shares during the last quarter. Finally, AlphaQuest LLC bought a new stake in shares of Advanced Micro Devices in the 3rd quarter worth approximately $488,000. Institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 164,000 shares of company stock worth $36,034,173. 0.06% of the stock is currently owned by insiders.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Wells Fargo reiterated an “overweight” rating and publicly pushed back on reports of MI?series delays, issuing a $345 price target — a clear buy?on?weakness signal that supports upside if delay fears fade. Wells Fargo refutes delay claims
• Positive Sentiment: High?profile endorsement: Jim Cramer lauded AMD’s execution and CEO performance, which can help sentiment and attract momentum buyers. Cramer praises AMD CEO
• Positive Sentiment: Analyst support: Susquehanna and other firms continue to highlight strengthening AI/data?center momentum and have reiterated Buy ratings with elevated targets (e.g., $300), bolstering medium?term upside expectations. Susquehanna reiterates Buy
• Neutral Sentiment: Microsoft signaled it will continue buying AI chips from vendors like AMD even as it rolls out its own silicon, which reduces a structural risk but is not an immediate revenue catalyst. Microsoft comment on AI chips
• Neutral Sentiment: Options flow and large trades show active positioning around earnings and product launches — useful for short?term volatility but not definitive on direction. Options activity on AMD
• Neutral Sentiment: Broader market lists (e.g., “5 Stocks to Buy in February”) include AMD as a momentum candidate, reflecting positive thematic support but not immediate price drivers. MarketBeat buy list
• Negative Sentiment: Conflicting reports (SemiAnalysis cited by multiple outlets) suggest potential delays to AMD’s MI?series AI accelerators; such timing uncertainty is the primary near?term catalyst for the share pullback. Reports of AI chip delays
• Negative Sentiment: Valuation concerns: several analysts/commentators argue AMD’s rally already prices in large AI/data?center wins and the stock looks expensive relative to near?term deliverables, prompting profit?taking. Valuation critique
• Negative Sentiment: Broad market weakness and sector rotation amplified the decline today — not unique to AMD but important for short?term downside pressure. Market sell-off context

Analysts Set New Price Targets

Several equities analysts have weighed in on AMD shares. Dbs Bank raised Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a report on Monday, October 6th. The Goldman Sachs Group increased their price target on Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 8th. Wells Fargo & Company restated an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday. Wedbush reiterated an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, China Renaissance began coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average target price of $281.06.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $236.73 on Friday. The company’s 50 day simple moving average is $221.48 and its two-hundred day simple moving average is $202.14. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The stock has a market capitalization of $385.41 billion, a PE ratio of 117.19, a P/E/G ratio of 1.05 and a beta of 1.95.

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

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.