Three Seasons Wealth LLC Raises Stake in Advanced Micro Devices, Inc. $AMD

Three Seasons Wealth LLC lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 98.1% during the second quarter, HoldingsChannel reports. The firm owned 2,665 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,320 shares during the period. Three Seasons Wealth LLC’s holdings in Advanced Micro Devices were worth $1,548,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the stock. Sarver Vrooman Wealth Advisors bought a new position in Advanced Micro Devices in the 4th quarter worth about $27,000. Cornerstone Financial Management LLC bought a new stake in shares of Advanced Micro Devices during the fourth quarter valued at approximately $27,000. Basepoint Wealth LLC bought a new stake in shares of Advanced Micro Devices during the fourth quarter valued at approximately $30,000. JNBA Financial Advisors boosted its holdings in shares of Advanced Micro Devices by 142.9% in the second quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 30 shares during the period. Finally, Graney & King LLC purchased a new stake in shares of Advanced Micro Devices in the first quarter valued at approximately $31,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD’s latest quarterly performance supports the bullish case: revenue rose 50% year over year to $11.5 billion, while data-center revenue increased 107% and represented 58% of total sales. Analysts cited strong AI partnerships, management’s favorable outlook and potential EPS doubling by fiscal 2027. AMD: Paying Up For A Ramp That’s Already Been Outlined
• Positive Sentiment: Coverage highlighting AMD’s possible Saudi AI expansion and broader infrastructure deployments argues that the stock could be undervalued on long-term cash-flow assumptions, despite expensive market-based multiples. AMD Stock May Be 24% Undervalued On Saudi AI Expansion
• Positive Sentiment: Technical commentary describes AMD’s recent consolidation as a bullish flag, with a potential breakout if momentum returns. The company is also being viewed as gaining ground in data-center chips relative to Intel. AMD Stock Forecast
• Neutral Sentiment: Brokerage coverage remains broadly constructive, with AMD receiving a consensus “Moderate Buy” rating, but this does not represent a new earnings or business catalyst. AMD Given Consensus Rating of Moderate Buy
• Neutral Sentiment: AMD’s IFA 2026 presentation promoted Strix Halo, Gorgon Halo and local “agentic AI” computing, while collaborations involving ASUS and secure-AI initiatives reinforce its positioning across edge, cloud and enterprise infrastructure. AMD IFA 2026 Keynote
• Negative Sentiment: Valuation is the main risk: analysts say much of AMD’s expected growth is already reflected in the stock, with a forward P/E near 60 times and limited room for execution disappointments. Could an Investment in AMD Double?
• Negative Sentiment: ARK Invest’s reported sale of approximately $72.8 million of AMD and purchase of roughly $53 million of Nvidia highlights investor preference for AMD’s larger rival. Zacks also downgraded AMD from “strong buy” to “hold.” Cathie Wood Cuts AMD and Puts Money Into Nvidia

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 28,811 shares of Advanced Micro Devices stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total value of $13,595,046.57. Following the transaction, the executive vice president directly owned 1,261,461 shares of the company’s stock, valued at approximately $595,245,602.07. The trade was a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,261 shares of the company’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $459.95, for a total value of $7,939,196.95. Following the transaction, the executive vice president directly owned 373,317 shares in the company, valued at approximately $171,707,154.15. The trade was a 4.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 232,577 shares of company stock worth $109,509,170. 0.50% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have commented on AMD. William Blair restated a “market perform” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Royal Bank Of Canada reissued a “sector perform” rating and set a $540.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Sanford C. Bernstein restated an “outperform” rating and set a $650.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Mizuho lifted their price objective on Advanced Micro Devices from $615.00 to $625.00 and gave the company an “outperform” rating in a report on Monday, July 27th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $600.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus price target of $553.72.

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $477.57 on Friday. The stock’s 50-day moving average is $499.20 and its 200 day moving average is $393.27. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The company has a market cap of $779.62 billion, a P/E ratio of 122.77, a PEG ratio of 4.95 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. The business had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm’s revenue was up 50.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.48 earnings per share. Research analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal 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.