Shum Financial Group Inc. bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,913 shares of the semiconductor manufacturer’s stock, valued at approximately $471,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wise Wealth Partners acquired a new stake in shares of Advanced Micro Devices in the second quarter valued at approximately $343,000. Waterfront Wealth Inc. acquired a new position in Advanced Micro Devices in the second quarter valued at about $1,145,000. Parisi Gray Wealth Management acquired a new stake in Advanced Micro Devices during the second quarter worth about $343,000. Global Retirement Partners LLC acquired a new stake in Advanced Micro Devices during the second quarter worth about $4,519,000. Finally, Cornercap Investment Counsel Inc. increased its holdings in Advanced Micro Devices by 43.3% in the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock valued at $1,738,000 after buying an additional 3,702 shares during the period. 71.34% of the stock is owned by institutional investors.
Insider Activity at Advanced Micro Devices
In other news, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This represents a 0.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 181,226 shares of company stock valued at $39,877,820 in the last ninety days. Insiders own 0.06% of the company’s stock.
Advanced Micro Devices News Summary
- Positive Sentiment: MI450 launch could be transformational for AMD’s data?center revenue; MarketBeat highlights that the MI450 rack?scale GPUs position AMD to challenge NVIDIA and could trigger significant upside if the ramp outperforms expectations. Advanced Micro Devices Is the Most Compelling AI Trade for 2026
- Positive Sentiment: Wall Street tone is broadly bullish after AMD’s big 2025 run — coverage increases and price?target upgrades are cited as conviction drivers that support further upside. Wall Street bullish on Advanced Micro Devices (AMD), here’s why
- Positive Sentiment: Analyst commentary (including Mizuho/media coverage) expects further gains into 2026, driven by AI/GPU demand and a strong sales pipeline — a tailwind for sentiment and potential upgrades. AMD Stock Is Up 78% in 2025. What to Expect for Shares in 2026… and Beyond
- Positive Sentiment: CES 2026 engagement (CEO Lisa Su keynote) is a near-term catalyst where product messaging and enterprise traction could lift sentiment and order visibility. What Does CES 2026 Hold for AMD Stock?
- Neutral Sentiment: Inclusion and weight in broad semi ETFs (XSD) and positive sector flows help liquidity and create steady buyer interest but spread exposure across peers rather than concentrating risk in AMD alone. Find the Next NVIDIA With This Semiconductor ETF
- Neutral Sentiment: Seasonal / macro catalyst: Q4/Q1 earnings season could be a bullish engine for tech/AI names broadly, which helps AMD if results and guidance beat conservatively low expectations. Why Q4 Earnings Season Could Be a Bullish Catalyst for S&P 500 Stocks
- Neutral Sentiment: Long?term bull case vs. current valuation: analysts and commentaries note robust top?line growth but warn multiples are stretched — this can amplify volatility around earnings and guidance. AMD: Let’s Talk About This Pick In ’26
- Negative Sentiment: NVIDIA developments raise competitive risk — a Fool piece flags potential implications if NVIDIA expands licensing or partner programs (e.g., Groq/NVIDIA dynamics) that could alter hyperscaler relationships or margins. Should AMD Stock Investors Be Worried About Nvidia Licensing Groq Technology?
- Negative Sentiment: Market rumors about early?2026 GPU price hikes pressured semi names and can dent near?term demand expectations — a short?term headwind for shares. AMD & Nvidia Stocks Slip on 2026 GPU Price Hike Rumors
Advanced Micro Devices Price Performance
Shares of NASDAQ:AMD opened at $215.34 on Wednesday. The firm has a market cap of $350.58 billion, a PE ratio of 106.60, a price-to-earnings-growth ratio of 1.60 and a beta of 1.93. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The firm’s fifty day moving average is $227.45 and its 200-day moving average is $187.98. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating the consensus estimate of $1.17 by $0.03. The company had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.92 EPS. Sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.
Wall Street Analyst Weigh In
A number of analysts have recently weighed in on AMD shares. Truist Financial cut their price target on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a report on Friday, December 19th. Melius Research set a $380.00 target price on Advanced Micro Devices in a research note on Wednesday, November 12th. Citigroup lifted their price target on Advanced Micro Devices from $215.00 to $260.00 and gave the company a “neutral” rating in a research note on Wednesday, November 5th. Sanford C. Bernstein restated a “market perform” rating and set a $200.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, CICC Research raised Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a research note on Friday, November 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.
Check Out Our Latest Stock Analysis on AMD
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.
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