Advanced Micro Devices, Inc. $AMD Shares Acquired by SLT Holdings LLC

SLT Holdings LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 115.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,638 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,482 shares during the quarter. SLT Holdings LLC’s holdings in Advanced Micro Devices were worth $750,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Pinney & Scofield Inc. lifted its holdings in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 85 shares during the period. Dogwood Wealth Management LLC boosted its position in Advanced Micro Devices by 2,311.1% in the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 208 shares in the last quarter. Avion Wealth grew its stake in shares of Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the period. West Branch Capital LLC increased its holdings in shares of Advanced Micro Devices by 3,057.1% during the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 214 shares in the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in Advanced Micro Devices during the second quarter worth $34,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the sale, the executive vice president directly owned 1,714,505 shares in the company, valued at $411,686,940.60. This represents a 0.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the sale, the executive vice president directly owned 300,348 shares of the company’s stock, valued at $68,890,820.76. This trade represents a 6.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 178,358 shares of company stock valued at $39,229,623 in the last ninety days. 0.06% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages recently weighed in on AMD. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Melius Research set a $380.00 target price on Advanced Micro Devices in a research note on Wednesday, November 12th. Wedbush reiterated an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. HSBC upped their price objective on shares of Advanced Micro Devices from $185.00 to $310.00 and gave the stock a “buy” rating in a research report on Wednesday, October 15th. Finally, Roth Capital reiterated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $277.06.

Key Advanced Micro Devices News

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

• Positive Sentiment: CES product push — AMD unveiled new AI hardware aimed at both AI PCs and data centers (Helios, Instinct MI400 family, MI455/MI440X previews), reinforcing its multi-front AI strategy that can expand addressable markets. AMD’s “AI Everywhere, for Everyone” Push: Is the Stock Ready to Rally?
• Positive Sentiment: Hyperscaler validation and longer-term upside — Analysts and bullish investors point to deeper hyperscaler relationships, rack-scale Helios platforms and roadmap execution (MI455/MI440X/MI500 preview) as evidence AMD can narrow Nvidia’s lead and support multi-year revenue growth. I Like AMD When The Market Hates It
• Positive Sentiment: Partnerships and executive messaging — CEO Lisa Su’s CES appearances (and on-stage conversations with OpenAI leadership reported by press) emphasize accelerating AI demand and hiring for AI skills, which supports the company’s growth narrative. AMD Stock: Wall Street Maintains Strong Buy Rating After CES 2026 Updates
• Neutral Sentiment: Upcoming earnings date — AMD set its fiscal Q4 and full?year 2025 results release for Feb. 3; that report and management commentary will be the near-term catalyst for re?setting expectations. AMD to Report Fiscal Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Sector comparisons and analyst reports — Industry pieces comparing AMD, Nvidia and Intel keep AMD in investors’ crosshairs; these comparisons drive relative flows but don’t change AMD’s fundamentals immediately. AMD vs. NVDA vs. INTC: Which Chip Stock Is the Best Pick for 2026, According to Analysts?
• Neutral Sentiment: Supply-chain backdrop — Strength at foundries (TSMC capacity and advanced packaging) supports industry demand; indirectly positive for AMD but not an immediate share-price driver. Taiwan Semiconductor Soars Past $1.6 Trillion As Big Tech Scrambles For Chip Capacity
• Negative Sentiment: Market disappointment at CES — Some investors judged AMD’s keynote and product reveals as underwhelming versus expectations, prompting profit-taking and pressure on the stock despite the roadmap. Should AMD Stock Investors Be Worried After the Company’s Latest Keynote Announcements Failed to Impress the Market?
• Negative Sentiment: Product-detail reaction — Shares dipped after specific Ryzen 7 9850X3D CPU details surfaced, as investors parsed demand, margins and refresh timing. AMD Stock Slips on Ryzen 7 9850X3D CPU Details
• Negative Sentiment: Profit-taking & valuation concerns — After a massive 2025 rally, analysts and technical traders cite heavy profit-taking, a ~20% pullback from October highs and risky chart patterns (island reversal), which amplify downside risk into earnings. AMD stock price forms a risky pattern amid valuation concerns
• Negative Sentiment: Sentiment fragility — Coverage notes that even upbeat comments from CEO Lisa Su haven’t halted recent selling, highlighting how sentiment and positioning (not just fundamentals) are driving short-term moves. Lisa Su’s Upbeat Comments Can’t Stop AMD Stock from Falling

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $210.02 on Thursday. The company has a fifty day simple moving average of $223.39 and a 200-day simple moving average of $191.30. The firm has a market capitalization of $341.92 billion, a price-to-earnings ratio of 103.97, a PEG ratio of 0.91 and a beta of 1.95. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. During the same period last year, the firm posted $0.92 earnings per share. The company’s revenue for the quarter was up 35.6% on a year-over-year basis. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS 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.