Advanced Micro Devices, Inc. $AMD Shares Acquired by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 52.1% in the third quarter, Holdings Channel.com reports. The firm owned 15,934 shares of the semiconductor manufacturer’s stock after acquiring an additional 5,456 shares during the quarter. Verdence Capital Advisors LLC’s holdings in Advanced Micro Devices were worth $2,578,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its stake in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after acquiring an additional 2,281,508 shares during the last quarter. State Street Corp grew its holdings in shares of Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after purchasing an additional 581,330 shares during the period. Geode Capital Management LLC increased its position in Advanced Micro Devices by 1.4% during the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after purchasing an additional 514,445 shares during the last quarter. Norges Bank acquired a new stake in Advanced Micro Devices during the second quarter worth about $3,094,662,000. Finally, Invesco Ltd. raised its stake in Advanced Micro Devices by 6.1% during the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock worth $1,778,655,000 after purchasing an additional 715,557 shares during the period. Hedge funds and other institutional investors own 71.34% 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: Wells Fargo reiterated an Overweight rating and a $345 price target, highlighting AMD as a top AI/data-center beneficiary for 2026 — a clear bullish catalyst for investor sentiment and upside expectations. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Broad analyst enthusiasm after CES AI-processor launches and multiple raised price targets (consensus and boutique shops) is supporting the rally by reinforcing the narrative that AMD can capture meaningful AI/data-center share. Strong Analyst Sentiment on Advanced Micro Devices (AMD) Amid CES AI Processor Launches Despite Nvidia Competition
• Positive Sentiment: Coverage naming AMD a “quantum enabler” and focusing on enterprise/post-quantum security tailwinds points to additional end-market drivers beyond GPUs, supporting medium-term revenue diversification. Quantum Enablers Set for 2026 Breakout: AMD, AVGO, TER in Focus
• Positive Sentiment: Strategic partnerships and customer wins (e.g., Riot Platforms data-center lease with AMD) suggest growing demand for AMD compute capacity and reinforce the company’s data-center expansion story. Riot Platforms (RIOT) Stock: AMD Deal and Land Buy Drive 16% Friday Gain
• Positive Sentiment: High-profile investor interest (Cathie Wood/ARK buys noted) and multiple long-term bullish write-ups (including projections of large upside if AMD hits aggressive data-center targets) add retail/conviction buying pressure. Cathie Wood Invests $1.1M in AMD Stock. Should You Buy too?
• Neutral Sentiment: Citi maintains a Neutral rating with a $260 target, noting that AI growth may be offset by muted near-term margin leverage — a reminder valuation and margin execution remain watchpoints. Citi Maintains Neutral on AMD With $260 PT as Muted Margin Leverage Tempers AI Growth
• Negative Sentiment: Reports that the U.S. will impose a 25% tariff on certain AI chips (including some AMD MI325x products) introduce a near-term policy/headwind risk that could increase costs or complicate sales into affected markets. As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?
• Negative Sentiment: Insider Form 144 filing signals a potential near-term insider sale, which can create negative optics even if sales are routine. AMD Files Insider Stock Sale Notice Ahead of Q4 Earnings. What Investors Should Know

Insider Transactions at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the business’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the completion of the transaction, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. The trade was a 0.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 161,558 shares of company stock valued at $35,461,719. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $231.83 on Tuesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The company has a market cap of $377.43 billion, a price-to-earnings ratio of 114.77, a price-to-earnings-growth ratio of 0.97 and a beta of 1.95. The stock’s 50-day moving average is $218.58 and its two-hundred day moving average is $196.15. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08.

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

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on AMD shares. CICC Research upgraded shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Friday, November 7th. Wolfe Research set a $300.00 target price on Advanced Micro Devices and gave the company an “outperform” rating in a research report on Tuesday, October 14th. Evercore ISI boosted their price objective on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. Susquehanna reaffirmed a “positive” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research note on Friday, October 31st. Finally, Benchmark boosted their price target on shares of Advanced Micro Devices from $270.00 to $325.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $276.16.

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.