WealthPlan Investment Management LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

WealthPlan Investment Management LLC lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 338.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,157 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,753 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Advanced Micro Devices were worth $1,319,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of AMD. Joseph Group Capital Management purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at about $25,000. Koesten Hirschmann & Crabtree INC. boosted its stake in Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 61 shares during the period. Aviso Financial Inc. boosted its stake in Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 160 shares during the period. Delos Wealth Advisors LLC boosted its stake in Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 100 shares during the period. Finally, LFA Lugano Financial Advisors SA boosted its stake in Advanced Micro Devices by 74.1% during the third quarter. LFA Lugano Financial Advisors SA now owns 235 shares of the semiconductor manufacturer’s stock worth $38,000 after buying an additional 100 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In related news, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the sale, the executive vice president directly owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $445.51, for a total value of $55,688,750.00. Following the completion of the sale, the chief executive officer directly owned 3,021,899 shares in the company, valued at $1,346,286,223.49. This represents a 3.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 309,598 shares of company stock valued at $105,644,316. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Performance

AMD stock opened at $424.10 on Monday. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. The firm has a market cap of $691.54 billion, a P/E ratio of 139.05, a P/E/G ratio of 1.26 and a beta of 2.40. Advanced Micro Devices, Inc. has a 12-month low of $107.67 and a 12-month high of $469.21. The stock’s 50 day simple moving average is $273.49 and its 200 day simple moving average is $240.39.

Advanced Micro Devices (NASDAQ:AMD) last posted 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 business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The business’s revenue was up 37.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.96 EPS. As a group, equities research analysts predict that Advanced Micro Devices, Inc. will post 6.2 EPS for the current year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Mizuho raised its price target on AMD to $515 from $415 and kept an “Outperform” rating, citing strong server demand driven by agentic AI. Mizuho lifts PT on Advanced Micro Devices (AMD) Stock
• Positive Sentiment: AMD’s latest quarterly results beat expectations, with revenue of $10.25 billion and data-center sales reaching a record $5.8 billion, reinforcing the company’s AI growth story. Advanced Micro Devices Stock (AMD) Opinions on Q1 Earnings Surge and AI Outlook
• Positive Sentiment: Wall Street sentiment remains constructive, with several recent analyst upgrades and higher targets reflecting confidence in AMD’s AI and data-center momentum. Is AMD Stock Still Worth Buying After Its Massive Rally?
• Neutral Sentiment: AMD filed a large shelf registration tied to employee stock plans, which could create future dilution concerns, but the move also appears connected to compensation and talent retention. Does AMD’s AI Data Center Momentum Offset Dilution Risks From Its New Share Shelf?
• Neutral Sentiment: Some articles warn that AMD’s sharp rally has pushed valuation higher, so investors are watching closely for execution on its AI roadmap and 2026 product launches. Is AMD Stock Still Worth Buying After Its Massive Rally?
• Neutral Sentiment: Commentary comparing AMD with newer AI chip entrants like Cerebras underscores increasing competition in AI accelerators, though AMD remains the much larger and more established player. Nvidia vs. Cerebras: Better AI Stock to Buy Now
• Negative Sentiment: One recent report noted heavy insider selling over the past six months, including CEO Lisa Su’s pre-arranged sale, which may weigh on sentiment even though the transaction was disclosed under a 10b5-1 plan.

Analysts Set New Price Targets

AMD has been the subject of several research analyst reports. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Evercore reaffirmed an “outperform” rating and set a $358.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Roth Mkm reaffirmed a “buy” rating and set a $500.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, May 6th. Royal Bank Of Canada increased their target price on shares of Advanced Micro Devices from $325.00 to $400.00 and gave the stock a “sector perform” rating in a research note on Wednesday, May 6th. 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 note on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $396.95.

About Advanced Micro Devices

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.