SMART Wealth LLC Has $2.08 Million Holdings in Advanced Micro Devices, Inc. $AMD

SMART Wealth LLC increased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 28.3% during the fourth quarter, Holdings Channel reports. The fund owned 9,733 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,148 shares during the quarter. SMART Wealth LLC’s holdings in Advanced Micro Devices were worth $2,084,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. ORG Wealth Partners LLC raised its holdings in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. raised its holdings in shares of Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 61 shares during the period. Aviso Financial Inc. raised its holdings in shares of Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 160 shares during the period. Delos Wealth Advisors LLC raised its holdings in shares of Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares during the period. Finally, Signature Resources Capital Management LLC grew its position in Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after purchasing an additional 138 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

AMD stock opened at $278.39 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $453.87 billion, a price-to-earnings ratio of 105.05, a P/E/G ratio of 1.03 and a beta of 1.96. Advanced Micro Devices, Inc. has a 12 month low of $83.75 and a 12 month high of $281.05. The firm has a 50 day moving average of $212.61 and a two-hundred day moving average of $220.55.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.09 earnings per share. As a group, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong foundry read‑through — TSMC’s blowout quarter and raised growth guidance lifted the whole semiconductor complex and acted as a catalyst for AMD’s rally, supporting demand for AMD’s MI350/MI450 accelerators and EPYC roadmap. AMD Rips Higher As TSMC’s Blowout Guide Lights Up The Stock
• Positive Sentiment: Sovereign‑AI and commercial deals — A multi‑year collaboration with the French government and related AI initiatives are being cited as proof AMD is winning strategic, big‑ticket data‑center and sovereign compute deals. That deal helped drive fresh buying and all‑time highs. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment
• Positive Sentiment: Momentum & analyst support — Multiple outlets note record highs and analyst target raises (Bernstein and others), reinforcing momentum traders and institutional demand ahead of AMD’s May earnings. AMD Stock Rally Pushes the Chipmaker to a New All-Time High
• Neutral Sentiment: Macro tailwinds — Risk‑on markets (e.g., easing Middle East tensions) and a broad tech rebound are amplifying chip rallies; these are supportive but not company‑specific. Investing.com’s stocks of the week
• Negative Sentiment: Competitive pressure — Intel’s new Core Series 3 mobile chips (18A process, AI features) signal Intel is pushing AI/efficiency gains in mobile/low‑end segments; it’s a reminder competition spans multiple markets. Can Intel’s Core Series 3 Processors Launch Boost Its Profits?
• Negative Sentiment: Nvidia still dominant in some views — Oppenheimer’s call of Nvidia as a top pick underscores continued confidence that Nvidia’s Blackwell line keeps it ahead in key AI workloads, which could limit how much AMD can capture vs. NVDA. Oppenheimer Calls Nvidia ‘Top Pick’ as Blackwell Chips Keep AMD, Intel Behind
• Negative Sentiment: Noise and unmet expectations — Short‑term rumors (Ryzen comeback) and continued executive/insider sales have produced occasional pullbacks and skepticism; such headlines can trigger profit‑taking even during a broader uptrend. AMD Slips Despite Ryzen Comeback Rumors

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on AMD shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. Wedbush reaffirmed an “outperform” rating and set a $290.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. The Goldman Sachs Group boosted their price objective on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Finally, Citigroup lowered their price objective on shares of Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $291.03.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares of the company’s stock, valued at $625,331,612.62. The trade was a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Mark D. Papermaster sold 27,109 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $275.00, for a total transaction of $7,454,975.00. Following the completion of the sale, the executive vice president directly owned 1,267,357 shares of the company’s stock, valued at $348,523,175. This represents a 2.09% 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 ninety days, insiders sold 273,352 shares of company stock valued at $59,173,070. 0.50% of the stock is currently owned by insiders.

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.