15,595 Shares in Advanced Micro Devices, Inc. $AMD Acquired by Triasima Portfolio Management inc.

Triasima Portfolio Management inc. acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 15,595 shares of the semiconductor manufacturer’s stock, valued at approximately $2,523,000.

A number of other institutional investors also recently modified their holdings of AMD. ORG Wealth Partners LLC increased its stake in Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Pinney & Scofield Inc. increased its position in shares of Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares in the last quarter. Dogwood Wealth Management LLC raised its holdings in shares of Advanced Micro Devices by 2,311.1% in the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 208 shares during the last quarter. Avion Wealth lifted its position in Advanced Micro Devices by 49.3% in the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 72 shares in the last quarter. Finally, West Branch Capital LLC lifted its position in Advanced Micro Devices by 3,057.1% in the 2nd quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock valued at $31,000 after acquiring an additional 214 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Key Advanced Micro Devices News

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

• Positive Sentiment: Wells Fargo reiterates AMD as a top AI pick with a $345 price target, signaling sizable upside from current levels and reinforcing the narrative that AMD will benefit from accelerating data‑center AI demand. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: MarketBeat publishes a bullish take arguing AMD’s rebound is underway and highlights upcoming MI‑450 GPU launches and large cloud deals (OpenAI/Oracle) as multi‑quarter catalysts that could materially upgrade revenue and valuation expectations. Advanced Micro Devices (AMD) – MarketBeat
• Positive Sentiment: Cathie Wood’s ARK disclosed a $1.1M buy into AMD, a signal to growth‑oriented investors that a prominent active manager is increasing exposure to AMD’s AI/data‑center story. Cathie Wood Invests $1.1M in AMD Stock
• Positive Sentiment: Multiple outlets report strong analyst sentiment and higher price targets (UBS, Piper Sandler, others), supporting momentum and investor confidence that AMD can take share in AI GPUs and HBM memory markets. Strong Analyst Sentiment on Advanced Micro Devices
• Neutral Sentiment: Citi keeps a Neutral rating with a $260 target, citing muted near‑term margin leverage despite AI growth — this tempers upside expectations and sets a near‑term valuation anchor. Citi Maintains Neutral on AMD With $260 PT
• Neutral Sentiment: Zacks and other sector pieces highlight AMD as a beneficiary of broader secular themes (quantum enablers, enterprise spending), supporting a positive long‑term thesis but with less immediate impact on near‑term price moves. Quantum Enablers Set for 2026 Breakout
• Negative Sentiment: Seeking Alpha published a downgrade piece arguing downside risks and valuation concerns, a contrarian note that can increase volatility and give short‑term sellers ammunition. AMD: Regret Comes Later (Rating Downgrade)
• Negative Sentiment: TipRanks flags that insider activity has turned negative ahead of Q4 results (selling outpaces buying) and AMD filed a Form 144 — insider selling ahead of earnings can spook investors and weigh on the stock. AMD Insider Activity Turns Negative Ahead of Q4 Earnings
• Negative Sentiment: Policy risk: reports that the administration will impose a 25% tariff on select AMD/NVIDIA AI chips add a potential near‑term cost/headwind for some cloud and OEM customers and could hurt ASPs and gross margins for affected SKUs. As Trump Hits AMD MI325X Chips with a 25% Tariff

Analyst Upgrades and Downgrades

AMD has been the subject of several analyst reports. Wells Fargo & Company increased their price objective on Advanced Micro Devices from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 12th. Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, December 2nd. China Renaissance began 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 for the company. JPMorgan Chase & Co. raised their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, November 5th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average target price of $276.16.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 17,108 shares of the company’s 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 transaction, the executive vice president owned 1,714,505 shares of the company’s stock, valued at $411,686,940.60. This represents a 0.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction 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 $68,890,820.76. The trade was a 6.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 161,558 shares of company stock worth $35,461,719 over the last ninety days. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $229.00 on Tuesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. The firm has a market cap of $372.83 billion, a price-to-earnings ratio of 113.48, a P/E/G ratio of 0.97 and a beta of 1.95. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The firm’s 50-day simple moving average is $218.58 and its two-hundred day simple moving average is $196.15.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.03. The company had revenue of $9.25 billion during the quarter, compared to analyst estimates of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. Advanced Micro Devices’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.92 EPS. As a group, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Advanced Micro Devices 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.