Advanced Micro Devices, Inc. $AMD Stock Position Raised by YHB Investment Advisors Inc.

Key Points

• YHB Investment Advisors nearly doubled its AMD position in the third quarter, increasing holdings by 97.3% to 2,803 shares valued at approximately $1.7 million. Hedge funds and other institutional investors collectively own 71.34% of AMD.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $585.26. Recent targets range from $450 to $705, though one analyst downgraded the stock to “Hold.”
• AMD reported quarterly EPS of $1.66 and revenue of $11.54 billion, exceeding estimates, while revenue grew 50.1% year over year. However, insiders sold approximately $105.5 million of stock during the quarter, and AMD shares were recently trading down 3.9%.

YHB Investment Advisors Inc. boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 97.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,803 shares of the semiconductor manufacturer's stock after acquiring an additional 1,382 shares during the period. YHB Investment Advisors Inc.'s holdings in Advanced Micro Devices were worth $1,715,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the business. Apella Capital LLC lifted its holdings in shares of Advanced Micro Devices by 15.6% in the third quarter. Apella Capital LLC now owns 9,851 shares of the semiconductor manufacturer's stock valued at $6,362,000 after purchasing an additional 1,327 shares in the last quarter. Everhart Financial Group Inc. increased its stake in shares of Advanced Micro Devices by 8.9% during the 3rd quarter. Everhart Financial Group Inc. now owns 19,821 shares of the semiconductor manufacturer's stock worth $12,451,000 after purchasing an additional 1,612 shares in the last quarter. Gradient Investments LLC increased its stake in shares of Advanced Micro Devices by 8.3% during the 3rd quarter. Gradient Investments LLC now owns 3,031 shares of the semiconductor manufacturer's stock worth $1,854,000 after purchasing an additional 231 shares in the last quarter. Avidian Wealth Enterprises LLC raised its position in shares of Advanced Micro Devices by 5.7% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 13,676 shares of the semiconductor manufacturer's stock worth $8,366,000 after purchasing an additional 737 shares during the last quarter. Finally, Veracity Capital LLC raised its position in shares of Advanced Micro Devices by 13.4% during the 3rd quarter. Veracity Capital LLC now owns 5,012 shares of the semiconductor manufacturer's stock worth $3,066,000 after purchasing an additional 592 shares during the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. KeyCorp set a $650.00 target price on Advanced Micro Devices in a report on Wednesday, August 5th. Zacks Research cut Advanced Micro Devices from a "strong-buy" rating to a "hold" rating in a report on Tuesday, September 1st. Wolfe Research set a $450.00 price objective on Advanced Micro Devices and gave the company an "outperform" rating in a research report on Monday, June 15th. Morgan Stanley increased their price objective on Advanced Micro Devices from $410.00 to $465.00 and gave the company an "equal weight" rating in a research note on Wednesday, August 5th. Finally, Mizuho boosted their target price on shares of Advanced Micro Devices from $580.00 to $705.00 and gave the company an "outperform" rating in a research note on Tuesday. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Advanced Micro Devices has a consensus rating of "Moderate Buy" and an average price target of $585.26.

Advanced Micro Devices Trading Down 3.9%

Shares of AMD stock opened at $620.68 on Friday. The stock has a market cap of $1.01 trillion, a price-to-earnings ratio of 159.56, a price-to-earnings-growth ratio of 6.69 and a beta of 2.45. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a fifty-two week low of $188.22 and a fifty-two week high of $658.52. The firm's 50 day moving average price is $526.31 and its two-hundred day moving average price is $458.39.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. During the same period in the previous year, the firm earned $0.48 earnings per share. Advanced Micro Devices's revenue for the quarter was up 50.1% on a year-over-year basis. On average, analysts anticipate that Advanced Micro Devices, Inc. will post 6.43 EPS for the current year.

Insider Activity

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 28,811 shares of the firm's stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $471.87, for a total value of $13,595,046.57. Following the transaction, the executive vice president directly owned 1,261,461 shares of the company's stock, valued at $595,245,602.07. This trade represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,993 shares of the business's stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $488.69, for a total value of $1,462,649.17. Following the transaction, the senior vice president owned 26,623 shares in the company, valued at approximately $13,010,393.87. This represents a 10.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 213,838 shares of company stock worth $105,533,836 in the last quarter. Insiders own 0.50% of the company's stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Goldman Sachs raised its 2026 U.S. data-center capacity forecast by 5 gigawatts to 64GW and expects capacity to reach 90GW in 2027. The continued expansion of AI infrastructure supports long-term demand for AMD’s CPUs and accelerators. Ways AI Data Center Capacity Will Reach 90GW by 2027
• Positive Sentiment: TSMC reported third-quarter revenue of approximately $46.7 billion, up 50% year over year, signaling that demand for AI processors from customers including AMD remains robust. AMD’s data-center revenue was also reported at $6.7 billion, up 107% annually. Nvidia, AMD, Intel stocks despite record AI demand
• Positive Sentiment: CEO Lisa Su’s discussions with Samsung and SK Hynix could improve AMD’s access to memory and manufacturing capacity as AI supply constraints persist. The company is also linked to open Ethernet data-center infrastructure initiatives with Arista, Broadcom, Meta and Microsoft. AMD CEO says continues to explore foundry partnership with Samsung
• Neutral Sentiment: AMD scheduled its third-quarter earnings release for November 3, giving investors a near-term catalyst. The report will be important for assessing whether AI commitments are translating into sustained deployments, cash flow and margins. AMD Stock Slips Despite Setting a Date for Q3 Earnings
• Negative Sentiment: Higher Treasury yields and oil prices intensified a broader equity and semiconductor selloff, reducing investor appetite for richly valued AI stocks. AMD’s elevated valuation makes its shares particularly sensitive to changes in interest-rate expectations. Why are Intel and AMD stocks plunging
• Negative Sentiment: Analysts and commentators cautioned that AMD’s market capitalization and recent rally may already price in substantial AI success. Delivering on future products, including rack-scale systems, and converting customer commitments into recurring revenue will be necessary to justify further gains. AMD’s Valuation Is Ruffling Feathers on Wall Street

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc NASDAQ: AMD is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD's product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.

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