Advanced Micro Devices, Inc. $AMD Shares Sold by Puzo Michael J

Puzo Michael J reduced its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 5.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,447 shares of the semiconductor manufacturer’s stock after selling 3,919 shares during the quarter. Advanced Micro Devices comprises approximately 2.8% of Puzo Michael J’s portfolio, making the stock its 14th biggest holding. Puzo Michael J’s holdings in Advanced Micro Devices were worth $10,265,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Y.D. More Investments Ltd boosted its stake in shares of Advanced Micro Devices by 29.2% during the 3rd quarter. Y.D. More Investments Ltd now owns 11,117 shares of the semiconductor manufacturer’s stock worth $1,798,000 after purchasing an additional 2,514 shares during the last quarter. Prakash Investment Advisors LLC lifted its stake in shares of Advanced Micro Devices by 1.4% during the third quarter. Prakash Investment Advisors LLC now owns 3,510 shares of the semiconductor manufacturer’s stock valued at $568,000 after buying an additional 50 shares during the period. Elefante Mark B lifted its stake in shares of Advanced Micro Devices by 5.2% during the third quarter. Elefante Mark B now owns 27,655 shares of the semiconductor manufacturer’s stock valued at $4,474,000 after buying an additional 1,360 shares during the period. D Orazio & Associates Inc. boosted its position in Advanced Micro Devices by 7.0% during the third quarter. D Orazio & Associates Inc. now owns 2,137 shares of the semiconductor manufacturer’s stock worth $346,000 after acquiring an additional 139 shares during the last quarter. Finally, ICICI Prudential Asset Management Co Ltd grew its stake in Advanced Micro Devices by 22.6% in the 3rd quarter. ICICI Prudential Asset Management Co Ltd now owns 24,922 shares of the semiconductor manufacturer’s stock worth $4,032,000 after acquiring an additional 4,602 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Wall Street Analyst Weigh In

AMD has been the subject of a number of recent analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Bank of America reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Finally, Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $288.17.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was a 3.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 271,892 shares of company stock valued at $58,476,908. Insiders own 0.06% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Benchmark reiterated a Buy and $325 price target, forecasting “tens of billions” of AI revenue for AMD by 2027 — a bullish analyst view that supports higher long-term estimates for data‑center chip demand. Benchmark Sees Advanced Micro Devices (AMD) Generating Tens of Billions in AI Revenue by 2027
• Positive Sentiment: AMD will guarantee up to $300M in financing for Crusoe to buy AMD AI chips for a new Ohio data center — a direct demand-pull tactic (similar to NVIDIA’s moves) that accelerates large-scale deployments and supports near‑term sales. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: AMD landed a big customer to supply AI chips for a 200MW data‑center project in India (Helios blueprint), adding a concrete design win and exposure to a fast‑growing market for on‑prem AI capacity. AMD Shareholders Received Amazing News From a Massive New Customer
• Positive Sentiment: AMD publicly pushed back on delay rumors, saying MI455X shipments remain on track for H2 2026 — that reduces uncertainty around product cadence and supports near‑term execution. AMD Responds to Rumors About Potential Delays
• Positive Sentiment: Institutional/active managers are buying: reports show ARK added AMD recently — flows from large funds can amplify positive momentum. Cathie Wood ARK Invest Buys Broadcom, AMD and Coinbase on February 17
• Neutral Sentiment: Industry context: commentators compare AMD vs Broadcom as long‑term winners; Broadcom’s diversification is cited as a durable advantage but AMD’s AI/data‑center momentum keeps it competitive. AMD vs. Broadcom: Which One Will Dominate the Next Decade?
• Neutral Sentiment: Macro/market placement: reports highlight large planned AI data‑center projects in India (OpenAI/Tata 1GW) that could expand total addressable market for chips — positive for the sector but timing/competitive share remains uncertain. After AMD, OpenAI Partners With Tata To Build Massive 1GW AI Data Center In India
• Negative Sentiment: Near‑term headwinds: social and analyst commentary point to a sharp pullback after conservative guidance (post‑earnings selloff) and significant insider selling flagged by data aggregators — factors that pressure sentiment and valuation multiples. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Competitive risk: Nvidia’s expanding partnerships (e.g., Meta) highlight the risk of share erosion in certain CPU/GPU pairings — a sector‑level headwind for AMD where NVIDIA wins strategic cloud deals. Nvidia pushes into Intel and AMD’s turf with a ‘multigenerational’ Meta deal

Advanced Micro Devices Stock Up 1.6%

Shares of NASDAQ AMD opened at $203.37 on Friday. The stock has a fifty day moving average price of $219.89 and a 200 day moving average price of $206.65. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a market cap of $331.58 billion, a P/E ratio of 76.74, a P/E/G ratio of 0.75 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) 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 business had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same period last year, the business posted $1.09 EPS. The company’s revenue was up 34.1% on a year-over-year basis. Research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.