Stillwater Wealth Management Group Makes New Investment in Advanced Micro Devices, Inc. $AMD

Key Points

• Stillwater Wealth Management Group initiated a position in AMD during the third quarter, purchasing 2,361 shares valued at approximately $1.44 million. Institutional investors collectively own 71.34% of the semiconductor company.
• AMD reported quarterly EPS of $1.66 and revenue of $11.54 billion, beating analyst expectations, while revenue increased 50.1% year over year. Analysts maintain a broadly bullish outlook, with a consensus “Moderate Buy” rating and a $606.76 price target.
• AI and data-center demand remain key growth drivers, supported by new AMD GPU infrastructure deployments and favorable analyst commentary. However, AMD’s elevated valuation and continued insider selling—including sales by executives Lisa Su and Forrest Norrod—present risks ahead of its November 3 earnings report.

Stillwater Wealth Management Group bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 2,361 shares of the semiconductor manufacturer's stock, valued at approximately $1,444,000.

Other large investors have also made changes to their positions in the company. MJT & Associates Financial Advisory Group Inc. purchased a new stake in Advanced Micro Devices during the third quarter valued at about $29,000. JNBA Financial Advisors increased its stake in Advanced Micro Devices by 142.9% during the second quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer's stock worth $30,000 after acquiring an additional 30 shares during the last quarter. Graney & King LLC acquired a new stake in Advanced Micro Devices during the first quarter worth about $31,000. Main Street Group LTD purchased a new position in shares of Advanced Micro Devices in the 1st quarter worth about $33,000. Finally, Downshift Financial LLC raised its holdings in shares of Advanced Micro Devices by 850.0% in the 3rd quarter. Downshift Financial LLC now owns 57 shares of the semiconductor manufacturer's stock worth $35,000 after purchasing an additional 51 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Advanced Micro Devices Stock Up 3.4%

Shares of NASDAQ AMD opened at $552.72 on Thursday. Advanced Micro Devices, Inc. has a 12-month low of $188.22 and a 12-month high of $658.52. The company has a market cap of $902.30 billion, a P/E ratio of 142.09, a P/E/G ratio of 5.49 and a beta of 2.45. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The stock has a fifty day moving average price of $541.00 and a 200 day moving average price of $481.17.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The company had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The firm's revenue was up 50.1% compared to the same quarter last year. During the same period last year, the company posted $0.48 earnings per share. Research analysts anticipate that Advanced Micro Devices, Inc. will post 6.50 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Forrest Norrod sold 17,262 shares of the firm's stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $540.70, for a total transaction of $9,333,563.40. Following the sale, the executive vice president directly owned 353,317 shares in the company, valued at approximately $191,038,501.90. This trade represents a 4.66% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 25,000 shares of the business's stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $506.79, for a total value of $12,669,750.00. Following the transaction, the chief executive officer directly owned 74,211 shares in the company, valued at $37,609,392.69. This trade represents a 25.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 231,100 shares of company stock valued at $114,867,400. Company insiders own 0.50% of the company's stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Higher analyst price target: Susquehanna raised its AMD target from $550 to $620 and maintained a positive rating, citing continued AI and data-center momentum. Wedbush also reaffirmed an Outperform rating with a $600 target.
• Positive Sentiment: Expanding AI infrastructure footprint: Vultr plans to deploy AMD Instinct MI355X GPUs in a 20-megawatt supercluster in Chennai, India. The project would become India’s largest AMD Instinct deployment and strengthens AMD’s position in enterprise and sovereign AI computing. Vultr and AMD Expand Global Collaboration
• Positive Sentiment: Long-term AI opportunity: Coverage highlighted AMD’s planned $8.2 billion investment in emerging AI applications such as robotics, simulation and physical AI. Analysts also view AMD’s server CPU business as a beneficiary of agentic-AI growth, while Anthropic’s large computing commitments reinforce expectations for sustained infrastructure spending.
• Positive Sentiment: Sector tailwinds: Strong updates from Super Micro Computer and SpaceX helped ease concerns about an AI-spending slowdown, lifting major semiconductor names. AMD also contributed to gains in the Nasdaq-100 and broad-market ETFs. Why Nvidia, AMD and Intel Stocks Are Surging
• Neutral Sentiment: Competitive positioning: Investor coverage continues to compare AMD with Nvidia, emphasizing AMD’s exposure to CPUs, GPUs and data-center infrastructure as potential ways to benefit from an AI buildout that may have several years left to run.
• Negative Sentiment: Valuation and earnings risk: AMD has risen sharply this year and trades at a demanding earnings multiple. Investors are focused on the November 3 quarterly report, with the stock vulnerable to disappointment in revenue growth, margins or AI demand guidance. After a 137% Run, Is AMD Priced for Perfection?
• Negative Sentiment: Insider selling: EVP Forrest Norrod sold 17,262 shares worth about $9.3 million under a pre-arranged Rule 10b5-1 plan. Because he retained a substantial position, the transaction is a limited rather than decisive negative signal.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on AMD shares. Raymond James Financial raised Advanced Micro Devices from an "outperform" rating to a "strong-buy" rating and lifted their price objective for the company from $565.00 to $641.00 in a research note on Tuesday, August 25th. Sanford C. Bernstein reiterated an "outperform" rating and set a $650.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. BMO Capital Markets assumed coverage on shares of Advanced Micro Devices in a research report on Thursday, August 20th. They set an "outperform" rating and a $550.00 target price for the company. KeyCorp set a $650.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Finally, William Blair restated a "market perform" rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $606.76.

Advanced Micro Devices Company Profile

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

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

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