Sage Investment Advisers LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

Sage Investment Advisers LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 5,270 shares of the semiconductor manufacturer’s stock, valued at approximately $1,129,000.

Several other hedge funds have also recently bought and sold shares of AMD. Joseph Group Capital Management acquired a new position in Advanced Micro Devices during the fourth quarter worth $25,000. Koesten Hirschmann & Crabtree INC. raised 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 acquiring an additional 61 shares in the last quarter. Basepoint Wealth LLC acquired a new position in Advanced Micro Devices during the fourth quarter worth $30,000. Aviso Financial Inc. raised 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 acquiring an additional 160 shares in the last quarter. Finally, Delos Wealth Advisors LLC raised 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 acquiring an additional 100 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AMD has started ramping production of its next-generation Venice EPYC processor, reinforcing expectations for continued demand in servers and data centers. Advanced Micro Devices Inc (AMD) Starts Venice EPYC Processor Production Ramp
• Positive Sentiment: AMD’s more than $10 billion investment in Taiwan AI infrastructure underscores its commitment to the AI supply chain and long-term data center growth. AMD Taiwan AI Bet Tests Long Term Data Center Ambitions
• Positive Sentiment: Wall Street coverage remains constructive, with recent analyst targets well above the current share price and multiple buy/overweight ratings supporting the bullish case for AMD. Advanced Micro Devices Soars, But Is Nvidia the Better Bet?
• Neutral Sentiment: AMD’s stock has surged sharply in 2026, but a recent valuation check suggested the shares may be trading above intrinsic value, which could cap near-term upside if expectations cool. Advanced Micro Devices (AMD) Stock Soars 130% in 2026 — Can the Momentum Continue?
• Negative Sentiment: New U.S. Commerce Department guidance closes a loophole for exporting advanced AI chips, including AMD’s MI350x, to Chinese entities overseas, adding regulatory risk to a key growth market. US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
• Negative Sentiment: Rising competition from Nvidia in laptops and broader AI PCs could pressure AMD’s future share gains in client and AI hardware. What does Nvidia’s laptop chip mean for Intel, AMD and Qualcomm?

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. BTIG Research upgraded Advanced Micro Devices to a “buy” rating in a research note on Wednesday, May 6th. Evercore reiterated an “outperform” rating and set a $579.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday. Citigroup raised their target price on Advanced Micro Devices from $358.00 to $460.00 and gave the company a “neutral” rating in a research note on Monday, May 18th. Finally, Susquehanna raised their target price on Advanced Micro Devices from $375.00 to $450.00 and gave the company a “positive” rating in a research note on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus price target of $410.00.

Insider Transactions at Advanced Micro Devices

In related news, EVP Paul Darren Grasby sold 24,376 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $444.39, for a total value of $10,832,450.64. Following the transaction, the executive vice president owned 105,222 shares in the company, valued at $46,759,604.58. This trade represents a 18.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the transaction, the executive vice president owned 324,527 shares in the company, valued at approximately $140,000,947.80. This represents a 5.66% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 329,085 shares of company stock worth $114,051,007 in the last ninety days. 0.50% of the stock is currently owned by insiders.

Advanced Micro Devices Stock Performance

Shares of NASDAQ:AMD opened at $516.03 on Monday. Advanced Micro Devices, Inc. has a twelve month low of $108.62 and a twelve month high of $527.20. The firm has a market cap of $841.43 billion, a PE ratio of 169.19, a price-to-earnings-growth ratio of 1.52 and a beta of 2.50. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. The business has a fifty day moving average of $327.78 and a 200-day moving average of $255.78.

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 analysts’ expectations of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm’s quarterly revenue was up 37.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.96 earnings per share. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 6.2 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.