Robinson Value Management Ltd. Sells 6,046 Shares of Advanced Micro Devices, Inc. $AMD

Posted by George Bondi on Oct 21st, 2026

Robinson Value Management Ltd. lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 51.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,619 shares of the semiconductor manufacturer’s stock after selling 6,046 shares during the period. Advanced Micro Devices comprises about 1.9% of Robinson Value Management Ltd.’s holdings, making the stock its 17th biggest position. Robinson Value Management Ltd.’s holdings in Advanced Micro Devices were worth $3,437,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in AMD. MJT & Associates Financial Advisory Group Inc. purchased a new position in Advanced Micro Devices in the third quarter valued at about $29,000. JNBA Financial Advisors increased its stake in shares of Advanced Micro Devices by 142.9% during the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 30 shares during the last quarter. Graney & King LLC purchased a new stake in shares of Advanced Micro Devices during the 1st quarter worth approximately $31,000. Main Street Group LTD purchased a new stake in shares of Advanced Micro Devices during the 1st quarter worth approximately $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. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Down 0.6%

AMD stock opened at $534.74 on Wednesday. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The firm has a market capitalization of $872.95 billion, a PE ratio of 137.47, a PEG ratio of 5.52 and a beta of 2.45. Advanced Micro Devices, Inc. has a twelve month low of $188.22 and a twelve month high of $658.52. The stock has a 50-day simple moving average of $539.60 and a two-hundred day simple moving average of $478.81.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $11.54 billion for the quarter, compared to the consensus estimate of $11.31 billion. During the same period in the prior year, the firm posted $0.48 earnings per share. The company’s revenue for the quarter was up 50.1% on a year-over-year basis. On average, equities analysts predict that Advanced Micro Devices, Inc. will post 6.50 EPS for the current fiscal year.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total value of $7,111,200.00. Following the sale, the executive vice president directly owned 160,979 shares in the company, valued at $76,316,924.32. This represents a 8.52% decrease in their position. 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, EVP Forrest Norrod sold 17,262 shares of the firm’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $540.70, for a total transaction of $9,333,563.40. Following the completion of the transaction, the executive vice president directly owned 353,317 shares of the company’s stock, valued at approximately $191,038,501.90. The trade was a 4.66% decrease in their ownership of the stock. 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 have sold 231,100 shares of company stock valued at $114,867,400 in the last quarter. 0.50% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

AMD has been the subject of several research reports. Zacks Research lowered Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Tuesday, September 1st. Sanford C. Bernstein restated an “outperform” rating and issued a $650.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. CLSA restated an “outperform” rating and issued a $710.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, September 9th. Rosenblatt Securities reaffirmed a “buy” rating and set a $700.00 price target on shares of Advanced Micro Devices in a research report on Tuesday, September 29th. Finally, Bank of America upped their price target on Advanced Micro Devices from $620.00 to $720.00 and gave the company a “buy” rating in a research report on Friday, September 25th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $603.51.

Get Our Latest Stock Analysis on Advanced Micro Devices

Key Stories Impacting Advanced Micro Devices

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

Positive Sentiment: Analyst support remains firm: Wedbush reaffirmed its “Outperform” rating and set a $600 price target. Earlier, TD Cowen maintained a Buy rating with a $675 target, citing potential agentic-AI demand and roughly 70% growth in AMD’s CPU sales next year. Wedbush AMD rating
Positive Sentiment: Growth expectations remain elevated: AMD is expected to report approximately $13 billion in third-quarter revenue, up about 41% year over year, ahead of its anticipated November 3 earnings report. The company has exceeded the high end of its guidance in each of the past two quarters. AMD earnings expectations
Positive Sentiment: Sector rebound signals: Semiconductor stocks recovered from an early sell-off as AI jitters eased. Falling short interest in leveraged semiconductor funds and increased institutional buying suggest some investors view the recent weakness as a temporary pullback rather than a deterioration in chip demand. Chip stocks recover as AI jitters fade
Neutral Sentiment: OpenAI fundraising highlights ongoing AI demand: OpenAI is reportedly seeking roughly $30 billion at a valuation above $1.4 trillion. However, the disclosed financing support centers on Nvidia, offering no direct new business commitment to AMD and underscoring intense competitive pressure in AI infrastructure. OpenAI fundraising and chip stocks
Negative Sentiment: Valuation is a major overhang: After rising more than 155% this year, AMD trades at a very high earnings multiple, making the stock vulnerable to profit-taking and any disappointment in AI growth, margins or execution. Analysts have questioned whether the Helios ramp and future earnings can justify the valuation. AMD AI opportunity and valuation
Negative Sentiment: AI bubble and financing concerns persist: Reports citing semiconductor declines, leveraged AI financing and uncertainty over data-center spending have revived fears that the AI buildout could slow or produce margin pressure. An executive’s $9.3 million Rule 10b5-1 stock sale adds a modest negative sentiment signal, although he retained a substantial position.

Advanced Micro Devices Profile

(Free Report)

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.