Advanced Micro Devices, Inc. $AMD Shares Purchased by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC increased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 10.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,207 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,120 shares during the quarter. Verdence Capital Advisors LLC’s holdings in Advanced Micro Devices were worth $7,468,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. National Wealth Management Group LLC lifted its holdings in Advanced Micro Devices by 3.8% in the 3rd quarter. National Wealth Management Group LLC now owns 4,789 shares of the semiconductor manufacturer’s stock worth $2,930,000 after purchasing an additional 175 shares in the last quarter. Aegis Wealth Management Inc. boosted its stake in Advanced Micro Devices by 41.5% in the 3rd quarter. Aegis Wealth Management Inc. now owns 1,153 shares of the semiconductor manufacturer’s stock worth $705,000 after purchasing an additional 338 shares during the period. Maxi Investments CY Ltd boosted its stake in Advanced Micro Devices by 49.2% in the 3rd quarter. Maxi Investments CY Ltd now owns 19,400 shares of the semiconductor manufacturer’s stock worth $11,868,000 after purchasing an additional 6,400 shares during the period. Patton Albertson Miller Group LLC purchased a new stake in Advanced Micro Devices during the 3rd quarter valued at approximately $322,000. Finally, VUB Generali dochodkova spravcovska spolocnost a.s. grew its holdings in Advanced Micro Devices by 4.6% during the 3rd quarter. VUB Generali dochodkova spravcovska spolocnost a.s. now owns 3,948 shares of the semiconductor manufacturer’s stock valued at $2,415,000 after buying an additional 173 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 25,000 shares of Advanced Micro Devices stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $506.79, for a total transaction of $12,669,750.00. Following the completion of the sale, the chief executive officer directly owned 74,211 shares in the company, valued at approximately $37,609,392.69. This trade represents a 25.20% 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 this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,993 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $488.69, for a total transaction of $1,462,649.17. Following the sale, the senior vice president directly owned 26,623 shares of the company’s stock, valued at $13,010,393.87. This represents a 10.11% 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 231,100 shares of company stock valued at $114,867,400. Insiders own 0.50% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Meta’s AI financing plan supports demand visibility. Meta plans up to $95 billion in stock-related financing for AI infrastructure, with AMD, Nvidia and Broadcom reportedly considering up to $5 billion in combined purchases of Meta shares. The plan signals continued, large-scale spending by a major AMD customer and AI ecosystem partner. Meta equity offerings article
• Positive Sentiment: Analysts see server CPU growth as a key earnings catalyst. Wedbush identified rising AI-computing demand as a potential driver for AMD’s EPYC server CPU business ahead of the company’s November 3 earnings release. Investors are also focused on whether AMD’s Helios rack-scale AI strategy can expand its opportunity beyond GPUs into CPUs and inference workloads. Wedbush server CPU demand article
• Positive Sentiment: Semiconductor-sector momentum provided additional support. AMD participated in a broader rally following AI-related announcements from Meta and Anthropic, while strong moves in other chip stocks reinforced optimism around AI infrastructure spending. Chip stocks rally article
• Neutral Sentiment: Trading data showed no reported short interest. The October 26 report listed AMD short interest at zero shares and a zero-day short ratio. That could indicate limited short-selling pressure, although the figure may reflect a reporting or data issue rather than a meaningful change in investor positioning.
• Negative Sentiment: Valuation and competitive risks remain significant. Commentary noted that AMD has rallied sharply this year, while Nvidia continues to lead in margins and data-center scale. With AMD trading at a high valuation, investors may demand strong execution and upbeat guidance; competition from Nvidia, Broadcom, Marvell and newer AI-chip companies could limit further gains. AMD and Nvidia valuation article

Analyst Ratings Changes

Several equities research analysts have recently issued reports on AMD shares. KeyCorp set a $650.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Wells Fargo & Company upped their target price on shares of Advanced Micro Devices from $615.00 to $700.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 5th. Weiss Ratings upgraded shares of Advanced Micro Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, October 5th. Finally, Robert W. Baird set a $1,250.00 price target on shares of Advanced Micro Devices in a report on Friday, July 24th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $606.76.

Advanced Micro Devices Stock Up 2.8%

Shares of NASDAQ:AMD opened at $531.28 on Tuesday. Advanced Micro Devices, Inc. has a 1 year low of $188.22 and a 1 year high of $658.52. The business has a 50 day simple moving average of $542.28 and a two-hundred day simple moving average of $400.69. The firm has a market capitalization of $867.30 billion, a PE ratio of 136.58, a price-to-earnings-growth ratio of 5.30 and a beta of 2.45. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The company had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. During the same quarter in the previous year, the business earned $0.48 EPS. Advanced Micro Devices’s revenue was up 50.1% compared to the same quarter last year. On average, equities analysts predict that Advanced Micro Devices, Inc. will post 6.50 EPS for the current year.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded markets and other specialized applications.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics processing units, and Instinct accelerators for artificial intelligence and high-performance computing.