VCI Wealth Management LLC Takes $2.15 Million Position in Advanced Micro Devices, Inc. $AMD

by · The Cerbat Gem

VCI Wealth Management LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMDFree Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 10,045 shares of the semiconductor manufacturer’s stock, valued at approximately $2,151,000.

Several other large investors have also recently bought and sold shares of AMD. ORG Wealth Partners LLC grew its holdings in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. grew its holdings in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 61 shares during the last quarter. Aviso Financial Inc. grew its holdings in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 160 shares during the last quarter. Delos Wealth Advisors LLC increased its position in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares during the period. Finally, Signature Resources Capital Management LLC raised its stake in shares of Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after acquiring an additional 138 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

  • Positive Sentiment: Strong foundry read‑through — TSMC’s blowout quarter and raised growth guidance lifted the whole semiconductor complex and acted as a catalyst for AMD’s rally, supporting demand for AMD’s MI350/MI450 accelerators and EPYC roadmap. AMD Rips Higher As TSMC’s Blowout Guide Lights Up The Stock
  • Positive Sentiment: Sovereign‑AI and commercial deals — A multi‑year collaboration with the French government and related AI initiatives are being cited as proof AMD is winning strategic, big‑ticket data‑center and sovereign compute deals. That deal helped drive fresh buying and all‑time highs. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment
  • Positive Sentiment: Momentum & analyst support — Multiple outlets note record highs and analyst target raises (Bernstein and others), reinforcing momentum traders and institutional demand ahead of AMD’s May earnings. AMD Stock Rally Pushes the Chipmaker to a New All-Time High
  • Neutral Sentiment: Macro tailwinds — Risk‑on markets (e.g., easing Middle East tensions) and a broad tech rebound are amplifying chip rallies; these are supportive but not company‑specific. Investing.com’s stocks of the week
  • Negative Sentiment: Competitive pressure — Intel’s new Core Series 3 mobile chips (18A process, AI features) signal Intel is pushing AI/efficiency gains in mobile/low‑end segments; it’s a reminder competition spans multiple markets. Can Intel’s Core Series 3 Processors Launch Boost Its Profits?
  • Negative Sentiment: Nvidia still dominant in some views — Oppenheimer’s call of Nvidia as a top pick underscores continued confidence that Nvidia’s Blackwell line keeps it ahead in key AI workloads, which could limit how much AMD can capture vs. NVDA. Oppenheimer Calls Nvidia ‘Top Pick’ as Blackwell Chips Keep AMD, Intel Behind
  • Negative Sentiment: Noise and unmet expectations — Short‑term rumors (Ryzen comeback) and continued executive/insider sales have produced occasional pullbacks and skepticism; such headlines can trigger profit‑taking even during a broader uptrend. AMD Slips Despite Ryzen Comeback Rumors

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. KeyCorp reissued an “overweight” rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Evercore reaffirmed an “outperform” rating and set a $358.00 target price on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Mizuho increased their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $291.03.

Get Our Latest Stock Analysis on AMD

Advanced Micro Devices Trading Up 0.0%

Shares of AMD stock traded up $0.13 during mid-day trading on Friday, hitting $278.39. The company’s stock had a trading volume of 35,431,219 shares, compared to its average volume of 34,021,056. The company’s fifty day simple moving average is $212.61 and its 200-day simple moving average is $220.96. Advanced Micro Devices, Inc. has a 52 week low of $83.75 and a 52 week high of $281.05. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The company has a market cap of $453.87 billion, a PE ratio of 105.05, a P/E/G ratio of 1.03 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMDGet Free Report) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the company earned $1.09 EPS. The firm’s revenue for the quarter was up 34.1% compared to the same quarter last year. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 27,109 shares of Advanced Micro Devices stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $275.00, for a total value of $7,454,975.00. Following the completion of the sale, the executive vice president directly owned 1,267,357 shares of the company’s stock, valued at approximately $348,523,175. The trade was a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction 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. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 273,352 shares of company stock worth $59,173,070. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Company Profile

(Free Report)

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.

Further Reading

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