Advanced Micro Devices, Inc. $AMD Shares Acquired by Wedbush Securities Inc.

Key Points

• Wedbush Securities raised its stake in AMD by 7.8% in Q3 to 84,256 shares valued at about $13.63 million, making AMD 0.4% of Wedbush's portfolio and its 29th largest position.
• Company insiders have been net sellers — CEO Lisa T. Su sold 125,000 shares for $26.89 million and EVP Forrest Norrod sold 19,450 shares, with insiders selling 164,000 shares (~$36.03M) in the last quarter and now owning 0.06%.
• AMD beat Q4 estimates with $1.53 EPS and $10.27B revenue (+34.1% YoY) but the stock fell ~11% after modest Q1 guidance; analysts rate the stock a consensus "Moderate Buy" with an average target around $290.

Wedbush Securities Inc. boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 7.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,256 shares of the semiconductor manufacturer's stock after purchasing an additional 6,095 shares during the period. Advanced Micro Devices makes up 0.4% of Wedbush Securities Inc.'s portfolio, making the stock its 29th biggest position. Wedbush Securities Inc.'s holdings in Advanced Micro Devices were worth $13,632,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock valued at $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer's stock valued at $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer's stock valued at $758,000 after buying an additional 2,970 shares during the last quarter. MGO One Seven LLC boosted its stake in shares of Advanced Micro Devices by 29.4% during the 2nd quarter. MGO One Seven LLC now owns 18,340 shares of the semiconductor manufacturer's stock valued at $2,602,000 after buying an additional 4,169 shares during the last quarter. Finally, Vest Financial LLC grew its position in shares of Advanced Micro Devices by 39.3% during the second quarter. Vest Financial LLC now owns 21,311 shares of the semiconductor manufacturer's stock worth $3,024,000 after buying an additional 6,010 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.

Insider Activity

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the firm'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 sale, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business's 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 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 164,000 shares of company stock worth $36,034,173 in the last quarter. Company insiders own 0.06% of the company's stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Phillip Securities upgraded AMD to a "strong‑buy," reinforcing buy‑side confidence and likely supporting short‑term demand. Zacks Upgrade Note
• Positive Sentiment: Reports say AMD will adopt LPDDR6 memory for its Medusa/Halo chips — a product execution win that can improve performance/efficiency and boost competitiveness in mobile/AI inference markets. LPDDR6 Report
• Positive Sentiment: Bullish analysis arguing AMD is at an "inflection" point — supports longer‑term AI/growth narrative and could attract investors looking for multi‑year upside. Seeking Alpha Bullish Thesis
• Neutral Sentiment: AMD and NVIDIA launched new GPU game bundles — positive for consumer demand but mostly marketing‑level impact vs. enterprise AI demand drivers. GPU Bundles
• Neutral Sentiment: Industry comparisons (Broadcom vs. AMD; AMD vs. NVDA) keep AMD in investor conversations about AI exposure but mainly frame allocation decisions rather than immediate price moves. 24/7 Wall St. Comparison
• Neutral Sentiment: AMD hired Ariel Kelman as Chief Marketing Officer — corporate hire that supports go‑to‑market execution but is not a near‑term earnings driver. CMO Hire
• Neutral Sentiment: Short‑interest entries in feeds show zero/NaN values — likely data errors; no clear signal of rising short pressure from these reports.
• Negative Sentiment: Coverage noting an ~11% slide after Q4 results: while AMD beat on EPS/revenue, management's modest Q1 guidance and seasonal weakness prompted the sell‑off and remain the primary near‑term negative catalyst. Post‑Earnings Drop
• Negative Sentiment: Critical pieces and price‑target/downside discussions (e.g., Forbes, TipRanks "How low could AMD fall") highlight valuation and guidance risks, which can reinforce selling pressure among tactical traders. Forbes Sell Thesis
• Negative Sentiment: A skeptical Seeking Alpha piece ("Something Doesn't Add Up") raises questions on the sustainability/assumptions behind the bull case, adding to investor caution. Seeking Alpha Bear Thesis

Advanced Micro Devices Stock Performance

AMD stock opened at $213.58 on Thursday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The stock has a market capitalization of $348.22 billion, a price-to-earnings ratio of 80.60, a PEG ratio of 0.80 and a beta of 1.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock's fifty day moving average is $221.74 and its two-hundred day moving average is $205.66.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company's quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.09 earnings per share. On average, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently issued reports on AMD shares. Melius Research set a $380.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. China Renaissance assumed coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a "buy" rating and a $291.00 target price on the stock. Benchmark reaffirmed a "buy" rating and set a $325.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Bank of America restated a "buy" rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Roth Mkm reiterated a "buy" rating on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $290.11.

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.

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