Valicenti Advisory Services Inc. Sells 3,442 Shares of Advanced Micro Devices, Inc. $AMD

Valicenti Advisory Services Inc. lessened its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 70,784 shares of the semiconductor manufacturer’s stock after selling 3,442 shares during the period. Advanced Micro Devices makes up about 2.5% of Valicenti Advisory Services Inc.’s portfolio, making the stock its 14th largest holding. Valicenti Advisory Services Inc.’s holdings in Advanced Micro Devices were worth $11,452,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. HBK Sorce Advisory LLC boosted its holdings in shares of Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after purchasing an additional 43 shares in the last quarter. Berger Financial Group Inc lifted its position in shares of Advanced Micro Devices by 1.1% during the 3rd quarter. Berger Financial Group Inc now owns 4,309 shares of the semiconductor manufacturer’s stock worth $697,000 after buying an additional 48 shares during the last quarter. BSW Wealth Partners boosted its stake in Advanced Micro Devices by 0.6% in the third quarter. BSW Wealth Partners now owns 9,132 shares of the semiconductor manufacturer’s stock valued at $1,478,000 after buying an additional 51 shares in the last quarter. Cornerstone Advisory LLC grew its position in Advanced Micro Devices by 1.4% in the second quarter. Cornerstone Advisory LLC now owns 4,271 shares of the semiconductor manufacturer’s stock valued at $606,000 after acquiring an additional 57 shares during the last quarter. Finally, Manchester Financial Inc. raised its stake in Advanced Micro Devices by 2.6% during the third quarter. Manchester Financial Inc. now owns 2,405 shares of the semiconductor manufacturer’s stock worth $389,000 after acquiring an additional 61 shares in the last quarter. 71.34% of the stock is owned by institutional investors.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $214.99 on Friday. The company has a market capitalization of $350.01 billion, a price-to-earnings ratio of 106.43, a PEG ratio of 1.59 and a beta of 1.93. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The stock has a fifty day simple moving average of $228.40 and a 200 day simple moving average of $186.14.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping the consensus estimate of $1.17 by $0.03. The firm had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The business’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.92 EPS. Sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

More Advanced Micro Devices News

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

• Positive Sentiment: U.S. export-control changes are expected to allow AMD to resume sales of advanced AI chips into China, a move some analysts and columnists say could materially boost 2026 revenue and support a large upside scenario. Prediction: AMD Stock Will Jump 60% in 2026, Thanks to President Donald Trump
• Positive Sentiment: Several analysts remain constructive, noting that renewed China demand (and NVIDIA resuming shipments) is a near-term catalyst for both AMD and peers; Raymond James reiterated an Outperform view highlighting upside from China. Analysts Maintain Positive Outlook on AMD With China Demand as a Catalyst
• Positive Sentiment: MarketBeat includes AMD among stocks likely to start 2026 strong, citing the upcoming MI450 AI GPU/rack-scale product as a structural revenue driver that could meaningfully expand AMD’s competitive stance vs. NVIDIA. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Neutral Sentiment: Coverage pieces discuss broker sentiment and whether analyst recommendations matter for long-term returns; useful context but mixed impact on immediate price moves. Advanced Micro (AMD) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Samsung unveiled an in?house GPU for Exynos, a longer-term competitor in mobile GPUs; mention of AMD demand remains positive for now but the move adds a future competitive data point. Samsung To Unveil First In-House GPU For Exynos 2600
• Negative Sentiment: Wall Street Zen lowered AMD to a “Hold” in a recent note, which can pressure sentiment and reduce near-term upside from the analyst community. Advanced Micro Devices Downgraded to “Hold” Rating by Wall Street Zen
• Negative Sentiment: NVIDIA’s $20B deal to license Groq technology and hire its engineering team materially strengthens NVIDIA’s low?latency inference lead — a strategic move that widens the competitive moat and raises the bar for AMD in key AI inference workloads. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
• Negative Sentiment: Fresh market entrants and hot IPOs (e.g., MetaX coverage) have spooked some AI investor sentiment and could reallocate attention/capital away from incumbents, adding short-term volatility to AMD shares. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?

Insider Buying and Selling

In other news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $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 accessible through this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 181,226 shares of company stock valued at $39,877,820. Insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on AMD shares. Cantor Fitzgerald set a $300.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, December 16th. Benchmark raised their target price on shares of Advanced Micro Devices from $270.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Dbs Bank raised shares of Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a research note on Monday, October 6th. UBS Group increased their price target on Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Finally, The Goldman Sachs Group boosted their price objective on Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and an average price target of $277.06.

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.