Advanced Micro Devices, Inc. $AMD Shares Sold by Meitav Investment House Ltd.

Meitav Investment House Ltd. lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 75.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 16,720 shares of the semiconductor manufacturer’s stock after selling 52,108 shares during the period. Meitav Investment House Ltd.’s holdings in Advanced Micro Devices were worth $2,705,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. ORG Wealth Partners LLC increased its position in shares of Advanced Micro Devices by 39.7% in the 3rd 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. Pinney & Scofield Inc. increased its holdings in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares during the period. Dogwood Wealth Management LLC increased its holdings in shares of Advanced Micro Devices by 2,311.1% in the second quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 208 shares during the period. Avion Wealth raised its stake in shares of Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the last quarter. Finally, West Branch Capital LLC lifted its holdings in shares of Advanced Micro Devices by 3,057.1% during the second quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock worth $31,000 after purchasing an additional 214 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: TSMC’s huge 2026 CapEx plan ($52–$56B) signals sustained foundry demand that supports AMD’s supply pipeline and long?run AI chip demand — this underpins upside for AMD’s data?center and GPU roadmap. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Analysts cite AMD’s data?center CPUs and mass?market AI PC strategy as the next growth engine — positive forward guidance and investor expectations around server CPU share gains are lifting sentiment. AMD Data Center CPUs To Fuel Next Growth Cycle, Analysts Say
• Positive Sentiment: Riot Platforms signed a data?center lease with AMD to deploy 25 MW of critical IT load at a new Rockdale site — a tangible demand win for AMD’s data?center GPU/AI footprint and a signal of commercial traction in hyperscale deployments. Riot Platforms shares jump 11% after Bitcoin sale funds Texas deal
• Positive Sentiment: Reports that 2026 GPU pricing discussions are favorable helped lift sentiment — better pricing or more stable ASPs for GPUs supports revenue and margin expectations for AMD’s MI/GPU lineup. AMD Stock Jumps on 2026 GPU Pricing Talks
• Neutral Sentiment: Analyst notes and earnings?beat histories (Zacks, KeyCorp estimates) keep expectations high for another potential beat, but these are forward?looking and already priced in by some investors. Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Some sell?side/independent pieces warn of limited near?term upside (“don’t expect fireworks”), which can temper momentum despite longer?term AI narrative. Advanced Micro Devices: Don’t Expect Fireworks In The Short-Term
• Negative Sentiment: President Trump’s new 25% tariff on select AI chips (covers some high?end processors) is a direct headwind for AMD’s MI series in China/exports — this raises near?term revenue and pricing risk for affected SKUs. Trump Targets Taiwan, China Supply Chains: President Slaps 25% Tariffs On Nvidia, AMD AI Chips Under National Security Order
• Negative Sentiment: Separate coverage notes specific new tariffs hitting AMD’s MI325X (and Nvidia’s H200), which could dent competitiveness and push customers to re?architect purchases or seek exemptions — a tangible policy risk to watch. Nvidia H200 and AMD MI325X Got Hit With New Tariffs

Analyst Upgrades and Downgrades

AMD has been the subject of several recent research reports. HSBC raised their target price on shares of Advanced Micro Devices from $185.00 to $310.00 and gave the stock a “buy” rating in a report on Wednesday, October 15th. The Goldman Sachs Group raised their target price on Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Truist Financial decreased their price target on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a report on Friday, December 19th. JPMorgan Chase & Co. raised their price objective on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 5th. Finally, KGI Securities set a $260.00 target price on shares of Advanced Micro Devices and gave the company an “outperform” rating in a report on Monday, October 13th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $276.16.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $231.83 on Friday. The firm has a market cap of $377.43 billion, a PE ratio of 114.77, a PEG ratio of 0.97 and a beta of 1.95. The firm has a fifty day moving average of $218.83 and a 200 day moving average of $195.09. 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, Inc. has a one year low of $76.48 and a one year high of $267.08.

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

Insiders Place Their Bets

In other news, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction that occurred 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 sale, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. The trade was a 0.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on 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 transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 161,558 shares of company stock worth $35,461,719. Corporate insiders own 0.06% of the company’s stock.

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.