3,141 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Ponta Wealth Partners LLC

Ponta Wealth Partners LLC bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 3,141 shares of the semiconductor manufacturer’s stock, valued at approximately $673,000.

Other large investors have also made changes to their positions in the company. Joseph Group Capital Management purchased a new stake in shares of Advanced Micro Devices during the fourth quarter worth $25,000. ORG Wealth Partners LLC grew its stake in Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. increased its position in Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 61 shares during the last quarter. Aviso Financial Inc. increased its position in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 160 shares during the last quarter. Finally, Delos Wealth Advisors LLC raised its stake in shares of Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 100 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Activity

In related news, CEO Lisa T. Su sold 85,000 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at $625,331,612.62. This represents a 2.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 304,672 shares of company stock valued at $70,135,070 over the last three months. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Q1 results beat and bullish Q2 guide: AMD reported stronger-than-expected Q1 revenue and EPS and gave Q2 revenue guidance above Wall Street consensus, a combination that sparked heavy buying into the stock. Read More.
• Positive Sentiment: Data?center momentum — CEO and results point to accelerating server CPU and GPU demand: management raised the long?term server CPU opportunity to ~$120B and highlighted agentic AI driving faster-than-expected cloud spending. That narrative underpins stronger revenue and margin expectations. Read More.
• Positive Sentiment: Wall Street upgrades and price?target lifts amplified the rally: multiple firms raised targets and issued upgrades after the beat & guide, which increases buy?side conviction and fuels momentum. Read More.
• Positive Sentiment: Supply and capacity wins reduce near?term constraint risk: reports of TSMC capacity wins and AMD securing critical memory allocations eased investor concerns about the company being supply?constrained during the AI ramp. Read More.
• Neutral Sentiment: Macro and market tailwinds helped sentiment: broader risk?on moves (oil down on Iran diplomacy, indexes rising) amplified AMD’s move — helpful context, but not an AMD?specific fundamental change. Read More.
• Neutral Sentiment: Investor cautions on momentum/positioning: some prominent investors and technical analysts warn against chasing the move (overbought indicators, heavy post?earnings flows), suggesting short?term volatility even as the long?term thesis remains intact. Read More.
• Negative Sentiment: Valuation, profit?taking and margin pressure risks: the rally pushes valuation toward “priced for perfection,” insiders have sold shares, and rising memory prices could pressure gaming/PC demand — all reasons some analysts still urge caution or rate the stock a hold. Read More.

Wall Street Analysts Forecast Growth

AMD has been the subject of a number of analyst reports. Susquehanna lifted their target price on shares of Advanced Micro Devices from $375.00 to $450.00 and gave the company a “positive” rating in a research note on Wednesday. Mizuho raised their price target on shares of Advanced Micro Devices from $280.00 to $415.00 and gave the company an “outperform” rating in a report on Wednesday. Stifel Nicolaus lifted their price objective on shares of Advanced Micro Devices from $320.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday. Barclays upped their price objective on shares of Advanced Micro Devices from $300.00 to $500.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, The Goldman Sachs Group raised shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and increased their target price for the stock from $240.00 to $450.00 in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $385.86.

Advanced Micro Devices Stock Up 18.4%

NASDAQ AMD opened at $420.56 on Thursday. Advanced Micro Devices, Inc. has a twelve month low of $96.88 and a twelve month high of $430.60. The stock has a market cap of $685.66 billion, a PE ratio of 137.89, a PEG ratio of 1.26 and a beta of 2.40. The firm has a 50-day simple moving average of $240.09 and a 200 day simple moving average of $230.52. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.08. The firm had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.68%. The business’s revenue for the quarter was up 37.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.96 EPS. On average, research analysts forecast that Advanced Micro Devices, Inc. will post 5.91 EPS for the current year.

Advanced Micro Devices 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.