BIP Wealth LLC Grows Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• BIP Wealth LLC boosted its stake in Advanced Micro Devices by 138.6% in Q4, adding 4,708 shares to hold 8,106 shares worth about $1.74 million.
• Multiple institutional investors also increased positions—most notably William Blair (now 1,047,200 shares)—leaving institutions and hedge funds owning roughly 71.34% of the stock.
• Analyst views are mixed but the consensus is a Moderate Buy with a $290.19 price target; Citigroup trimmed its target to $248 and AMD's Q1 FY2026 results on May 5 could drive near‑term volatility.

BIP Wealth LLC grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 138.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 8,106 shares of the semiconductor manufacturer's stock after acquiring an additional 4,708 shares during the period. BIP Wealth LLC's holdings in Advanced Micro Devices were worth $1,736,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of AMD. Impax Asset Management Group plc raised its stake in shares of Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock valued at $8,424,000 after acquiring an additional 39,861 shares in the last quarter. Zweig DiMenna Associates LLC raised its stake in shares of Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock valued at $11,746,000 after acquiring an additional 40,708 shares in the last quarter. Wedbush Securities Inc. raised its stake in shares of Advanced Micro Devices by 7.8% in the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock valued at $13,632,000 after acquiring an additional 6,095 shares in the last quarter. Highline Wealth Partners LLC increased its stake in shares of Advanced Micro Devices by 4,891.6% during the fourth quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer's stock worth $1,775,000 after buying an additional 8,120 shares during the period. Finally, William Blair Investment Management LLC increased its stake in shares of Advanced Micro Devices by 72.5% during the third quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer's stock worth $169,426,000 after buying an additional 440,296 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently weighed in on AMD. Citigroup cut their target price on shares of Advanced Micro Devices from $260.00 to $248.00 and set a "neutral" rating on the stock in a research note on Monday. TD Cowen restated a "buy" rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Cantor Fitzgerald restated an "overweight" rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Finally, Wall Street Zen upgraded shares of Advanced Micro Devices from a "hold" rating to a "buy" rating in a research note on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $290.19.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Analyst support: Wells Fargo’s continued Overweight call (and other bullish analyst notes) has been cited as a catalyst for buying interest, reinforcing the view that AMD will capture meaningful AI/data‑center share. Wells Fargo Maintains Overweight Rating for Advanced Micro Devices (AMD)
• Positive Sentiment: AI demand and “gigawatt” megadeals: coverage highlighting surging demand for AI infrastructure and AMD’s exposure to agentic AI projects supports expectations for accelerating data‑center revenue growth. AMD's Stock Momentum Climbs As 'Agentic AI' And Gigawatt Megadeals Fuel Surge
• Positive Sentiment: Industry validation for hardware boom: reports noting strong server/memory demand (e.g., Foxconn/Samsung strength) help the narrative that AMD stands to benefit from robust AI hardware spending. Apple’s Silent Partner Just Validated the Hardware Boom (AMD)
• Positive Sentiment: Institutional buying: filings and fund updates show some institutions increasing AMD positions (e.g., Eastern Bank additions), which can support price momentum. Fund Update: EASTERN BANK Just Disclosed New Holdings
• Neutral Sentiment: Earnings cadence: AMD set its Q1 FY2026 results release for May 5 — a near‑term event that could drive volatility as investors update expectations. AMD to Report Fiscal First Quarter 2026 Financial Results
• Neutral Sentiment: Diverging analyst views and targets: while several firms remain bullish (high targets from some boutiques), other houses (e.g., Citi) trimmed price targets, producing mixed signals on near‑term upside. Citigroup Lowers Advanced Micro Devices NASDAQ: AMD Price Target to $248.00
• Negative Sentiment: High‑profile selling: notable sales by investors/managers — including reported Cathie Wood selling and ongoing insider dispositions (some pre‑arranged) — can create headlines and short‑term pressure even if sales are part of planned programs. Massive News: Cathie Wood Just Unloaded This Huge AI Semiconductor Stock Mark D. Papermaster Insider Sale
• Negative Sentiment: Longer‑term competitive risk: coverage noting hyperscalers shifting to Arm‑based custom chips is a structural risk for x86 providers like AMD if cloud providers accelerate proprietary silicon spending. Hyperscalers Shift To Arm Chips What It Means For AMD Valuation

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $231.82 on Thursday. The company's fifty day moving average price is $208.21 and its 200 day moving average price is $216.26. Advanced Micro Devices, Inc. has a 12 month low of $78.87 and a 12 month high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm has a market capitalization of $377.95 billion, a P/E ratio of 87.48, a P/E/G ratio of 0.82 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced 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. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same period last year, the business earned $1.09 EPS. Advanced Micro Devices's revenue for the quarter was up 34.1% compared to the same quarter last year. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Activity

In related news, SVP Ava Hahn sold 2,442 shares of the firm's stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 242,685 shares of company stock worth $50,757,308 over the last three months. 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.

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