Advanced Micro Devices, Inc. $AMD Shares Purchased by CenterBook Partners LP

CenterBook Partners LP raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 632.7% during the third quarter, Holdings Channel reports. The institutional investor owned 201,949 shares of the semiconductor manufacturer’s stock after buying an additional 174,388 shares during the period. Advanced Micro Devices makes up about 1.6% of CenterBook Partners LP’s holdings, making the stock its 4th largest position. CenterBook Partners LP’s holdings in Advanced Micro Devices were worth $32,673,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the business. ORG Wealth Partners LLC raised its holdings in 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 in the last quarter. Koesten Hirschmann & Crabtree INC. grew its position in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares during the last quarter. Pinney & Scofield Inc. raised its stake in Advanced Micro Devices by 81.0% during the 2nd 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. Avion Wealth raised its stake in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 72 shares in the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in Advanced Micro Devices in the second quarter valued at $34,000. 71.34% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently commented on AMD. Sanford C. Bernstein set a $235.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. Benchmark restated a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Raymond James Financial assumed coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price objective for the company. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. Finally, KeyCorp lifted their target price on shares of Advanced Micro Devices from $270.00 to $300.00 and gave the company an “overweight” rating in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $288.17.

Advanced Micro Devices Trading Down 2.0%

NASDAQ AMD opened at $203.08 on Wednesday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $331.10 billion, a P/E ratio of 76.63, a P/E/G ratio of 0.78 and a beta of 1.94. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The firm has a 50-day moving average price of $220.68 and a 200 day moving average price of $206.72.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.09 EPS. Equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD expanded its Helios rack‑scale AI partnership with Tata Consultancy Services to roll out large-scale AI infrastructure in India, supporting enterprise adoption and positioning AMD against Nvidia in a fast‑growing market. AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India
• Positive Sentiment: Analysts and some commentators say data-center demand is strong and recent company commentary set new records for data-center bookings, arguing the market’s sell-off is an overreaction — a bullish structural signal for long‑term revenue growth. AMD Sell-Off Shocks Analysts as Data Center Demand Sets New Record
• Positive Sentiment: Wall Street coverage remains largely positive with multiple buy/outperform ratings and a median 6‑month price target well above current levels, which supports upside sentiment for investors looking past short‑term volatility. SPY is down 0.4% today, on AMD stock price movement
• Neutral Sentiment: The board granted CEO a long‑term performance‑based equity award (Feb. 10–11); standard for tech firms but dilutive over time depending on vesting metrics. AMD Grants CEO Long-Term Performance-Based Equity Award
• Neutral Sentiment: Coverage pieces (Zacks/Fool/others) highlight AMD as a strong growth/AI play, reinforcing the growth narrative but not changing near‑term catalysts. Here’s Why Advanced Micro Devices (AMD) is a Strong Growth Stock
• Negative Sentiment: Reports surfaced of a delay to the Instinct MI455X accelerator, a direct execution risk for AMD’s data‑center roadmap and a key reason cited for weakness in the stock today. AMD Stock Falls on Reported Instinct MI455X Delay
• Negative Sentiment: Market reaction to product/competitive news from Nvidia and Meta triggered an after‑hours selloff, amplifying volatility despite AMD’s positive updates. Why AMD Stock Slipped Today and Why One Investor Says ‘Buy the Dip’
• Negative Sentiment: Significant insider selling has been reported (including CEO sales), which can weigh on investor sentiment even if insiders cite diversification or tax reasons. Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells $26,795,000.00 in Stock
• Negative Sentiment: Some analysts remain critical of near‑term execution and have voiced that recent results or guidance are “not good enough,” adding downward pressure on sentiment. ‘It’s Not Good Enough,’ Says Analyst About AMD Stock

Insiders Place Their Bets

In other news, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’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 completion of the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is owned by corporate insiders.

About Advanced Micro Devices

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.