United Asset Strategies Inc. Grows Holdings in Advanced Micro Devices, Inc. $AMD

United Asset Strategies Inc. grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 47.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,095 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,242 shares during the period. United Asset Strategies Inc.’s holdings in Advanced Micro Devices were worth $2,119,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Pinney & Scofield Inc. boosted its position in Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 85 shares in the last quarter. Dogwood Wealth Management LLC raised its stake in shares of Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after buying an additional 208 shares during the period. Avion Wealth lifted its position in shares of Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after buying an additional 72 shares in the last quarter. Signature Resources Capital Management LLC grew its stake in Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after acquiring an additional 138 shares during the period. Finally, West Branch Capital LLC grew its stake in Advanced Micro Devices by 3,057.1% in the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock valued at $31,000 after acquiring an additional 214 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have weighed in on AMD. Wedbush reaffirmed an “outperform” rating and set a $290.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Jefferies Financial Group set a $300.00 price target on shares of Advanced Micro Devices and gave the stock a “positive” rating in a research report on Monday, October 6th. TD Cowen lifted their price objective on Advanced Micro Devices from $270.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Morgan Stanley reissued an “equal weight” rating and set a $260.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Benchmark raised their target price on Advanced Micro Devices from $270.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

Insider Activity at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, 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 transaction of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 178,358 shares of company stock valued at $39,229,623. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $210.02 on Thursday. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The stock has a market cap of $341.92 billion, a PE ratio of 103.97, a P/E/G ratio of 0.91 and a beta of 1.95. 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 stock has a 50 day moving average price of $223.39 and a 200 day moving average price of $191.30.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results 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. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same period in the prior year, the business earned $0.92 EPS. The firm’s quarterly revenue was up 35.6% on a year-over-year basis. Equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: CES product push — AMD unveiled new AI hardware aimed at both AI PCs and data centers (Helios, Instinct MI400 family, MI455/MI440X previews), reinforcing its multi-front AI strategy that can expand addressable markets. AMD’s “AI Everywhere, for Everyone” Push: Is the Stock Ready to Rally?
• Positive Sentiment: Hyperscaler validation and longer-term upside — Analysts and bullish investors point to deeper hyperscaler relationships, rack-scale Helios platforms and roadmap execution (MI455/MI440X/MI500 preview) as evidence AMD can narrow Nvidia’s lead and support multi-year revenue growth. I Like AMD When The Market Hates It
• Positive Sentiment: Partnerships and executive messaging — CEO Lisa Su’s CES appearances (and on-stage conversations with OpenAI leadership reported by press) emphasize accelerating AI demand and hiring for AI skills, which supports the company’s growth narrative. AMD Stock: Wall Street Maintains Strong Buy Rating After CES 2026 Updates
• Neutral Sentiment: Upcoming earnings date — AMD set its fiscal Q4 and full?year 2025 results release for Feb. 3; that report and management commentary will be the near-term catalyst for re?setting expectations. AMD to Report Fiscal Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Sector comparisons and analyst reports — Industry pieces comparing AMD, Nvidia and Intel keep AMD in investors’ crosshairs; these comparisons drive relative flows but don’t change AMD’s fundamentals immediately. AMD vs. NVDA vs. INTC: Which Chip Stock Is the Best Pick for 2026, According to Analysts?
• Neutral Sentiment: Supply-chain backdrop — Strength at foundries (TSMC capacity and advanced packaging) supports industry demand; indirectly positive for AMD but not an immediate share-price driver. Taiwan Semiconductor Soars Past $1.6 Trillion As Big Tech Scrambles For Chip Capacity
• Negative Sentiment: Market disappointment at CES — Some investors judged AMD’s keynote and product reveals as underwhelming versus expectations, prompting profit-taking and pressure on the stock despite the roadmap. Should AMD Stock Investors Be Worried After the Company’s Latest Keynote Announcements Failed to Impress the Market?
• Negative Sentiment: Product-detail reaction — Shares dipped after specific Ryzen 7 9850X3D CPU details surfaced, as investors parsed demand, margins and refresh timing. AMD Stock Slips on Ryzen 7 9850X3D CPU Details
• Negative Sentiment: Profit-taking & valuation concerns — After a massive 2025 rally, analysts and technical traders cite heavy profit-taking, a ~20% pullback from October highs and risky chart patterns (island reversal), which amplify downside risk into earnings. AMD stock price forms a risky pattern amid valuation concerns
• Negative Sentiment: Sentiment fragility — Coverage notes that even upbeat comments from CEO Lisa Su haven’t halted recent selling, highlighting how sentiment and positioning (not just fundamentals) are driving short-term moves. Lisa Su’s Upbeat Comments Can’t Stop AMD Stock from Falling

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.