Nisa Investment Advisors LLC Boosts Stock Position in Advanced Micro Devices, Inc. $AMD

Nisa Investment Advisors LLC increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 447,872 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,066 shares during the period. Advanced Micro Devices makes up about 1.4% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its 25th largest position. Nisa Investment Advisors LLC’s holdings in Advanced Micro Devices were worth $95,916,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of AMD. HHM Wealth Advisors LLC grew its stake in shares of 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 worth $282,000 after buying an additional 40 shares in the last quarter. HBK Sorce Advisory LLC raised its position in shares of Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after buying an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB lifted 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 valued at $1,409,000 after acquiring an additional 43 shares during the last quarter. Moseley Investment Management Inc. lifted its holdings in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after acquiring an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC grew its position in 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 acquiring an additional 44 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the company’s 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 transaction, the senior vice president 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 sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. The trade was a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 239,392 shares of company stock worth $50,016,383. Insiders own 0.06% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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 have weighed in on AMD shares. Rosenblatt Securities reissued a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Citigroup reiterated a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Sanford C. Bernstein set a $235.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. Wedbush restated an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Evercore restated an “outperform” rating and issued a $358.00 price target on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices Stock Up 3.8%

Shares of NASDAQ:AMD opened at $203.43 on Wednesday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The business has a 50 day simple moving average of $212.23 and a two-hundred day simple moving average of $214.10. The firm has a market capitalization of $331.66 billion, a PE ratio of 76.77, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD) last released its 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 firm had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter in the prior year, the firm posted $1.09 earnings per share. The company’s quarterly revenue was up 34.1% on a year-over-year basis. On average, equities analysts predict 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.