Turtle Creek Wealth Advisors LLC Acquires 3,920 Shares of Advanced Micro Devices, Inc. $AMD

Turtle Creek Wealth Advisors LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 77.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 8,988 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,920 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Advanced Micro Devices were worth $1,454,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Norges Bank purchased a new stake in Advanced Micro Devices during the second quarter worth $3,094,662,000. Nordea Investment Management AB boosted its position in Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after purchasing an additional 2,619,294 shares in the last quarter. Rafferty Asset Management LLC grew its stake in Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after purchasing an additional 2,430,533 shares during the last quarter. Vanguard Group Inc. grew its stake in Advanced Micro Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the last quarter. Finally, Viking Global Investors LP bought a new position in Advanced Micro Devices in the second quarter worth about $271,110,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $231.83 on Tuesday. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The firm has a market cap of $377.43 billion, a price-to-earnings ratio of 114.77, a PEG ratio of 0.97 and a beta of 1.95. The firm’s fifty day moving average is $218.58 and its two-hundred day moving average is $196.15.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 in the prior year, the firm posted $0.92 earnings per share. The firm’s quarterly revenue was up 35.6% compared to the same quarter last year. Research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Wells Fargo reiterated an Overweight rating and a $345 price target, highlighting AMD as a top AI/data-center beneficiary for 2026 — a clear bullish catalyst for investor sentiment and upside expectations. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Broad analyst enthusiasm after CES AI-processor launches and multiple raised price targets (consensus and boutique shops) is supporting the rally by reinforcing the narrative that AMD can capture meaningful AI/data-center share. Strong Analyst Sentiment on Advanced Micro Devices (AMD) Amid CES AI Processor Launches Despite Nvidia Competition
• Positive Sentiment: Coverage naming AMD a “quantum enabler” and focusing on enterprise/post-quantum security tailwinds points to additional end-market drivers beyond GPUs, supporting medium-term revenue diversification. Quantum Enablers Set for 2026 Breakout: AMD, AVGO, TER in Focus
• Positive Sentiment: Strategic partnerships and customer wins (e.g., Riot Platforms data-center lease with AMD) suggest growing demand for AMD compute capacity and reinforce the company’s data-center expansion story. Riot Platforms (RIOT) Stock: AMD Deal and Land Buy Drive 16% Friday Gain
• Positive Sentiment: High-profile investor interest (Cathie Wood/ARK buys noted) and multiple long-term bullish write-ups (including projections of large upside if AMD hits aggressive data-center targets) add retail/conviction buying pressure. Cathie Wood Invests $1.1M in AMD Stock. Should You Buy too?
• Neutral Sentiment: Citi maintains a Neutral rating with a $260 target, noting that AI growth may be offset by muted near-term margin leverage — a reminder valuation and margin execution remain watchpoints. Citi Maintains Neutral on AMD With $260 PT as Muted Margin Leverage Tempers AI Growth
• Negative Sentiment: Reports that the U.S. will impose a 25% tariff on certain AI chips (including some AMD MI325x products) introduce a near-term policy/headwind risk that could increase costs or complicate sales into affected markets. As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?
• Negative Sentiment: Insider Form 144 filing signals a potential near-term insider sale, which can create negative optics even if sales are routine. AMD Files Insider Stock Sale Notice Ahead of Q4 Earnings. What Investors Should Know

Analysts Set New Price Targets

A number of brokerages have recently issued reports on AMD. The Goldman Sachs Group lifted their price objective on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Morgan Stanley reaffirmed an “equal weight” rating and issued a $260.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Robert W. Baird set a $300.00 price target on Advanced Micro Devices in a research report on Wednesday, November 5th. Wells Fargo & Company raised their price objective on Advanced Micro Devices from $300.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 12th. Finally, Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $276.16.

Insider Activity

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, December 11th. The stock was 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 owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was a 3.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 300,348 shares in the company, valued at $68,890,820.76. This represents a 6.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 161,558 shares of company stock worth $35,461,719 in the last ninety days. Company insiders own 0.06% of the company’s stock.

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.