Salem Investment Counselors Inc. lowered its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 0.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 263,263 shares of the semiconductor manufacturer’s stock after selling 2,520 shares during the period. Advanced Micro Devices accounts for about 1.6% of Salem Investment Counselors Inc.’s holdings, making the stock its 15th largest holding. Salem Investment Counselors Inc.’s holdings in Advanced Micro Devices were worth $56,380,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also added to or reduced their stakes in AMD. Koesten Hirschmann & Crabtree INC. grew its stake in shares of Advanced Micro Devices by 61.0% in the third 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. ORG Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 39.7% in the 3rd 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. Aviso Financial Inc. boosted its stake in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 160 shares in the last quarter. Delos Wealth Advisors LLC boosted its stake 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 worth $32,000 after purchasing an additional 100 shares in the last quarter. Finally, Signature Resources Capital Management LLC grew its position in Advanced Micro Devices by 170.4% during the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after purchasing an additional 138 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.
Insider Buying and Selling at Advanced Micro Devices
In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the transaction, the chief executive officer owned 3,146,006 shares in the company, valued at $625,331,612.62. The trade was a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock worth $50,016,383 over the last 90 days. 0.06% of the stock is owned by company insiders.
Key Advanced Micro Devices News
- Positive Sentiment: AMD is in advanced talks to supply ~10,000 MI355 AI accelerators to Korean AI startup Upstage — a potential meaningful international AI‑accelerator win that would diversify customers away from Nvidia and strengthen AMD’s presence in South Korea’s national AI buildout. Article Title
- Positive Sentiment: AMD joined the Optical Compute Interconnect (OCI) multi‑source agreement alongside hyperscalers and peers — positioning the company to shape future data‑center interconnect standards and remain relevant in large AI cluster designs. Article Title
- Positive Sentiment: AMD is deepening ties with Samsung on HBM memory supply and exploring foundry cooperation (MOU), which could help mitigate memory bottlenecks that are critical for AI GPU ramp. This supports AMD’s datacenter roadmap if supply can be secured. Article Title
- Neutral Sentiment: Short‑term consumer/PC action: a Ryzen price cut ahead of a rumored refresh gave the stock a near‑term lift — useful for near‑term volume but not necessarily indicative of datacenter traction. Article Title
- Neutral Sentiment: Industry context: multi‑silicon inference clouds and broader AI demand (e.g., startup Gimlet Labs’ traction) underline sustained multi‑vendor opportunities, which can benefit AMD over the medium term but also increase competitive complexity. Article Title
- Negative Sentiment: Bernstein upgraded Nvidia and Broadcom and explicitly advised owning NVDA/AVGO while avoiding AMD — that analyst stance increases selling pressure/relative underweight flows and is an immediate headwind for sentiment. Article Title Article Title
- Negative Sentiment: HBM supply constraints remain a key risk; coverage has also flagged Samsung’s growing role in AMD’s supply chain as both supportive and a potential competitive channel for influence — this can cap near‑term ramps if inventory is tight. Article Title
Analyst Upgrades and Downgrades
AMD has been the subject of several recent analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Truist Financial set a $283.00 price objective on Advanced Micro Devices in a research report on Wednesday, February 4th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $230.00 target price on shares of Advanced Micro Devices in a report on Monday, March 16th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus target price of $290.53.
View Our Latest Stock Analysis on Advanced Micro Devices
Advanced Micro Devices Price Performance
Shares of AMD opened at $202.68 on Tuesday. The firm has a fifty day simple moving average of $214.97 and a two-hundred day simple moving average of $212.00. The firm has a market cap of $330.45 billion, a PE ratio of 76.48, a P/E/G ratio of 0.76 and a beta of 1.98. 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 1-year low of $76.48 and a 1-year high of $267.08.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same period last year, the business posted $1.09 EPS. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current 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.
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