Advanced Micro Devices, Inc. $AMD Shares Newly Purchased by Geneva Partners LLC

Geneva Partners LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 12,583 shares of the semiconductor manufacturer’s stock, valued at approximately $7,698,000. Advanced Micro Devices comprises 2.3% of Geneva Partners LLC’s investment portfolio, making the stock its 18th largest holding.

Other institutional investors also recently bought and sold shares of the company. First Citizens Financial Corp increased its holdings in shares of Advanced Micro Devices by 3.4% during the 3rd quarter. First Citizens Financial Corp now owns 490 shares of the semiconductor manufacturer’s stock worth $300,000 after buying an additional 16 shares during the last quarter. Fearless Solutions LLC dba Best Invest lifted its holdings in Advanced Micro Devices by 1.5% in the third quarter. Fearless Solutions LLC dba Best Invest now owns 1,174 shares of the semiconductor manufacturer’s stock valued at $718,000 after acquiring an additional 17 shares during the last quarter. Private Client Services LLC lifted its holdings in Advanced Micro Devices by 1.7% in the third quarter. Private Client Services LLC now owns 1,079 shares of the semiconductor manufacturer’s stock valued at $660,000 after acquiring an additional 18 shares during the last quarter. Box Hill Private Wealth LLC lifted its holdings in Advanced Micro Devices by 2.5% in the third quarter. Box Hill Private Wealth LLC now owns 794 shares of the semiconductor manufacturer’s stock valued at $486,000 after acquiring an additional 19 shares during the last quarter. Finally, Trust Co of the South grew its position in Advanced Micro Devices by 1.1% in the third quarter. Trust Co of the South now owns 1,765 shares of the semiconductor manufacturer’s stock worth $1,080,000 after acquiring an additional 19 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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 Upgrades and Downgrades

Several equities research analysts have issued reports on the company. William Blair reissued a “market perform” rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, October 5th. Sanford C. Bernstein reiterated an “outperform” rating and set a $650.00 price target on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Melius Research set a $660.00 price target on Advanced Micro Devices in a report on Friday, July 24th. Finally, Jefferies Financial Group set a $650.00 price objective on Advanced Micro Devices in a research report on Wednesday, August 5th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $606.76.

Advanced Micro Devices Trading Up 2.8%

Shares of NASDAQ AMD opened at $531.28 on Tuesday. Advanced Micro Devices, Inc. has a twelve month low of $188.22 and a twelve month high of $658.52. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The stock has a fifty day simple moving average of $542.28 and a 200-day simple moving average of $400.69. The stock has a market capitalization of $867.30 billion, a PE ratio of 136.58, a PEG ratio of 5.30 and a beta of 2.45.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. During the same quarter in the prior year, the company earned $0.48 EPS. Advanced Micro Devices’s revenue was up 50.1% on a year-over-year basis. On average, equities analysts forecast that Advanced Micro Devices, Inc. will post 6.50 earnings per share for the current year.

Insider Activity at Advanced Micro Devices

In other news, CEO Lisa Su sold 25,000 shares of the stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $506.79, for a total transaction of $12,669,750.00. Following the sale, the chief executive officer owned 74,211 shares of the company’s stock, valued at approximately $37,609,392.69. This represents a 25.20% decrease in their ownership of the stock. The sale 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 Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the completion of the transaction, the executive vice president directly owned 160,979 shares of the company’s stock, valued at approximately $76,316,924.32. The trade was a 8.52% decrease in their position. 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 three months, insiders sold 231,100 shares of company stock valued at $114,867,400. 0.50% of the stock is owned by company insiders.

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.