NorthRock Partners LLC Purchases 4,100 Shares of Advanced Micro Devices, Inc. $AMD

NorthRock Partners LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 13.1% during the 3rd quarter, Holdings Channel.com reports. The firm owned 35,430 shares of the semiconductor manufacturer’s stock after buying an additional 4,100 shares during the period. NorthRock Partners LLC’s holdings in Advanced Micro Devices were worth $5,732,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in Advanced Micro Devices by 0.9% during the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock valued at $25,238,876,000 after buying an additional 1,348,892 shares during the period. State Street Corp raised its position in Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after acquiring an additional 581,330 shares during the period. Norges Bank purchased a new position in shares of Advanced Micro Devices during the 2nd quarter worth $3,094,662,000. Invesco Ltd. boosted its stake in shares of Advanced Micro Devices by 6.5% during the 3rd quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock worth $2,159,640,000 after acquiring an additional 813,844 shares during the last quarter. Finally, Legal & General Group Plc grew its position in shares of Advanced Micro Devices by 1.7% during the 3rd quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer’s stock valued at $1,873,385,000 after acquiring an additional 191,590 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on AMD. Benchmark restated a “buy” rating and issued a $325.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. China Renaissance assumed coverage on Advanced Micro Devices in a report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price target for the company. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Insiders Place Their Bets

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 154,392 shares of company stock worth $33,120,933 over the last quarter. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Down 2.2%

Shares of Advanced Micro Devices stock opened at $193.39 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. 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 capitalization of $315.30 billion, a P/E ratio of 72.98, a P/E/G ratio of 0.74 and a beta of 1.98. The company has a fifty day moving average of $216.16 and a 200 day moving average of $209.83.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $9.65 billion. During the same period last year, the firm earned $1.09 earnings per share. The business’s quarterly revenue was up 34.1% on a year-over-year basis. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share 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.