My Personal CFO LLC Acquires Shares of 6,126 Advanced Micro Devices, Inc. $AMD

My Personal CFO LLC bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,126 shares of the semiconductor manufacturer’s stock, valued at approximately $1,312,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. HHM Wealth Advisors LLC lifted its position in Advanced Micro Devices by 2.4% in the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after acquiring an additional 40 shares in the last quarter. HBK Sorce Advisory LLC increased its holdings in shares of Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after purchasing an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB increased its holdings in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after purchasing an additional 43 shares in the last quarter. Moseley Investment Management Inc. raised its stake in shares of Advanced Micro Devices by 0.5% in the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after purchasing an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC raised its stake in shares of Advanced Micro Devices by 2.6% in the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after purchasing an additional 44 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AI customer talks — South Korean AI startup Upstage is reported to be negotiating to buy ~10,000 AMD MI355 accelerators, a sizable order that would directly validate demand for AMD’s data‑center AI GPUs and support revenue visibility for the Instinct line. AI Startup “Upstage” in Talks to Purchase 10,000 Advanced Micro Devices (AMD) Chips in Korea
• Positive Sentiment: Supply/price dynamics — Social and trade reports suggest AMD plans 10–15% CPU price increases amid supply tightness and extended lead times, which investors interpret as proof of strong demand and pricing power that could boost margins. AMD Stock (AMD) Opinions on CPU Price Hikes and AI Demand
• Positive Sentiment: Memory/foundry partnership — AMD and Samsung expanded their collaboration on next‑gen HBM4 memory for Instinct GPUs (and discussed potential foundry work), which helps secure critical supply for high‑end AI accelerators and reduces execution risk for data‑center ramps. AMD And Samsung Partnership Adds New Piece To AI Supply Story
• Positive Sentiment: Analyst optimism — Firms including UBS and several boutique shops have issued bullish notes and higher price targets (median targets remain well above current levels), which can attract fresh inflows and support multiple expansion as AI megadeals are priced in. AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals
• Neutral Sentiment: Market narratives — Several buy‑before‑earnings and long‑term bull pieces highlight AMD as a core AI/infrastructure play ahead of new launches, keeping constructive analyst coverage but not adding immediate hard revenue. 2 AI Chip Stocks I’d Buy Before Their Next Earnings Reports
• Negative Sentiment: Gaming revenue risk — Zacks flags that gaming revenue, while up year‑over‑year, showed a sharp sequential decline and a weaker semi‑custom outlook that could temper near‑term growth and increase quarter‑to‑quarter volatility. AMD’s Gaming Revenues Set to Decelerate: What’s the Path Ahead?
• Negative Sentiment: Insider selling and recent volatility — Data aggregators show substantial insider sales and recent session pullbacks tied to broader tech selling and geopolitics, which can pressure sentiment and create short‑term downside even as fundamentals improve. $AMD stock is down 4% today. Here’s what we see in our data.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Mizuho raised their price target on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Finally, Roth Mkm restated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One 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 stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Insider Activity

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction 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 sale, the senior vice president owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 value of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 239,392 shares of company stock worth $50,016,383 in the last quarter. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Up 3.8%

Advanced Micro Devices stock opened at $203.43 on Wednesday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The firm has a market capitalization of $331.66 billion, a price-to-earnings ratio of 76.77, a P/E/G ratio of 0.74 and a beta of 1.98. The firm has a 50 day moving average of $212.23 and a 200 day moving average of $214.10. 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 (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.09 earnings per share. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

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.