Financial Synergies Wealth Advisors 13F: New $208K Stake in AMD

The firm acquired 340 shares of AMD valued at approximately $208,000 in a recent filing.

Reviewed by automated data checks against the source filing. How we make and check alerts

Financial Synergies Wealth Advisors opened a new position of 340 shares in Advanced Micro Devices, Inc. ($AMD), according to a 13F filing with the SEC dated October 16, 2026. It reported 340 shares worth $207,999 at the end of the quarter.

Find the original: Financial Synergies Wealth Advisors 13F filings on SEC EDGAR

AMD Advanced Micro Devices, Inc.
$528.75 +136.61% year to date
Daily close · Oct 16, 2026

Key Points

  • Financial Synergies Wealth Advisors opened a new position in Advanced Micro Devices, Inc. with 340 shares worth about $208,000 as of October 16, 2026.
  • AMD's stock recently traded around $533.28, below its 50-day moving average but above its 200-day average.
  • Analysts maintain a strong buy rating for AMD, with a consensus price target of $636.21, suggesting potential upside from current levels.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Advanced Micro Devices, Inc. alert may contain errors. Disclosures

Financial Synergies Wealth Advisors opened a new position in Advanced Micro Devices, Inc. (AMD) by acquiring 340 shares valued at approximately $207,999. This was disclosed in a recent filing on October 16, 2026. This marks the firm's first stake in the semiconductor company.

What Changed in Financial Synergies Wealth Advisors' AMD Position

Financial Synergies Wealth Advisors took a new position in AMD with 340 shares after previously having no holdings. This represents a new investment in the company, reflecting growing interest in AMD amid recent developments in the semiconductor sector.

Other Institutional Activity in AMD

Several other institutional investors have also made changes to their AMD holdings recently. Blackrock Inc. boosted its stake by 4,731,040 shares, totaling 150,301,510 shares worth about $79.5 billion. Vanguard Capital Management LLC added 561,475 shares, bringing its total to 106,500,177 shares valued at approximately $56.3 billion. Meanwhile, Invesco Ltd. increased its shares by 2,728,927, ending with 53,171,203 shares worth about $28.1 billion. State Street Corporation, however, reduced its position by 411,251 shares, now holding 74,361,687 shares valued at around $39.3 billion.

Advanced Micro Devices, Inc. Stock Down 6.6%

AMD’s shares recently traded at $533.28, which is below its 50-day moving average of $536.35 but above its significant 200-day moving average of $392.68. The stock is currently about 19% below its 52-week high of $658.52, indicating some downward movement in its price trajectory amid a volatile market.

Recent Earnings

In its most recent financial results, AMD reported trailing twelve-month revenue of approximately $41.3 billion, with an impressive year-over-year revenue growth of 50.1%. The company also posted earnings per share (EPS) of $3.92, reflecting its strong position in the technology sector. AMD's next earnings report is expected on November 3, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

B- 71/100

Reported May 5, 2026

  1. Forward outlook

    21 analysts raised price targets.

  2. EPS & revenue

    EPS beat estimates by 4.8%. Revenue beat estimates by 2.6%.

  3. Profit surprise

    EBITDA missed by 4 percent. Operating income missed by 32 percent.

  4. Pre-earnings setup

    Expectations were about average.

  5. Analyst signal

    3 upgrades, 2 downgrades, 21 target raises.

  6. Earnings quality

    Gross margin up 2.6 points. Operating margin up 3.6 points. Positive free cash flow.

Earnings Call Summary

AMD reported outstanding first quarter results with $10.3 billion in revenue, up 38 percent year over year. Data center revenue surged 57 percent driven by strong demand for EPYC server CPUs and Instinct GPUs. Management emphasized that Agentic AI and inference workloads are driving substantially higher CPU demand than expected, requiring more compute than prior models. Free cash flow nearly tripled to $2.6 billion, and operating margin expanded to 25 percent, showing strong operational leverage as the business scales into AI infrastructure.

Guidance AMD guided next quarter revenue to about $11.2 billion, up 46 percent year over year. Management raised full year data center CPU growth forecast to over 70 percent, driven by strong Agentic AI demand. They also raised the long-term server CPU market size forecast to over $120 billion by 2030, from $60 billion announced in November.

Slightly positive report. The quarter was acceptable, but the forward setup is not strong.

Insider Buying and Selling at Advanced Micro Devices, Inc.

Recent insider transactions show some activity among AMD executives. Forrest Eugene Norrod, an officer, sold 17,261 shares valued at about $7.9 million on August 24, 2026. Chief Financial Officer Jean X Hu sold 15,000 shares valued at around $7.1 million on August 25, 2026. CEO Lisa T. Su also sold 95,000 shares worth approximately $48.1 million on September 10, 2026. These transactions occurred before the recent filing by Financial Synergies Wealth Advisors.

Analysts Set New Price Targets

Several analysts reaffirmed strong buy ratings for AMD recently. On September 29, 2026, StoneX reiterated a buy rating with a price target of $685. Rosenblatt and Citigroup also maintained buy ratings, with targets of $700 and $800, respectively. The consensus price target for AMD is currently $636.21, based on 50 analyst opinions. This suggests analysts believe there is room for growth from the stock’s current price.

About Advanced Micro Devices, Inc.

Advanced Micro Devices, Inc. is a major player in the semiconductor industry, providing a wide range of products for data centers, clients, gaming, and embedded systems. Its strong earnings and significant revenue growth highlight its competitive position in a rapidly evolving technology market. Recent filings and analyst ratings reflect continued confidence in the company's future prospects.

Bottom Line

Financial Synergies Wealth Advisors' new position in AMD indicates growing institutional interest in the company. With its next earnings report due on November 3, 2026, investors will be watching closely to see how AMD continues to perform in the competitive semiconductor landscape. Note that the positions reported in this filing reflect holdings as of the reporting period and may not represent the investor's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.

Source: Financial Synergies Wealth Advisors's 13F filing on $AMD (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Financial Synergies Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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