Advanced Micro Devices, Inc. $AMD Shares Acquired by Focus Partners Wealth

Focus Partners Wealth increased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 19.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 593,794 shares of the semiconductor manufacturer’s stock after purchasing an additional 96,613 shares during the period. Focus Partners Wealth’s holdings in Advanced Micro Devices were worth $98,061,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. ORG Wealth Partners LLC increased its position in Advanced Micro Devices by 39.7% during 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 period. Koesten Hirschmann & Crabtree INC. lifted its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares during the period. Aviso Financial Inc. boosted its stake in shares of Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares in the last quarter. Delos Wealth Advisors LLC boosted its stake in shares of Advanced Micro Devices by 100.0% in the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 100 shares in the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in Advanced Micro Devices during the second quarter worth $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Trading Up 1.6%

Shares of AMD stock opened at $196.58 on Tuesday. The stock has a market cap of $320.51 billion, a P/E ratio of 74.18, a P/E/G ratio of 0.73 and a beta of 1.98. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The business has a fifty day simple moving average of $215.67 and a 200-day simple moving average of $210.63.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same period in the previous year, the firm earned $1.09 EPS. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 85,000 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at $625,331,612.62. This represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the transaction, the executive vice president directly owned 129,598 shares of the company’s stock, valued at approximately $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 239,392 shares of company stock worth $50,016,383 over the last ninety days. 0.06% of the stock is currently owned by company insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Celestica partnership to commercialize “Helios” rack-scale AI platform should expand AMD’s route to market for data‑center GPUs and strengthen its AI-infrastructure footprint. Celestica and AMD Announce Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes legal overhang and gives AMD access to additional semiconductor IP — a clearance that reduces legal risk and could accelerate product development. AMD Ties Up With Adeia
• Positive Sentiment: U.S. export-policy reversal eases restrictions on advanced AI accelerator sales overseas, widening AMD’s addressable market for Instinct GPUs and easing regulatory uncertainty for data‑center ramp. US Export Reversal Clears Path
• Positive Sentiment: Expanded manufacturing/assembly ties (Flex, and Celestica activity) support supply scaling for AMD Instinct platforms and reduce execution risk on large cloud/customer orders. Assessing Flex Valuation After Expanded AMD Partnership
• Positive Sentiment: Multiple analysts remain bullish on AMD’s AI growth path and have reiterated favorable ratings/targets, providing support for the stock amid ongoing AI demand optimism. Analysts Stay Bullish on AI Demand
• Neutral Sentiment: Early reports that RDNA 5 GPUs show improved performance vs. prior generations could help AMD in graphics and inference workloads, but impact depends on final benchmarks and partner design wins. RDNA 5 GPUs May Even the Playing Field
• Neutral Sentiment: Reported short interest data shows no meaningful change (no indication of a large short squeeze or build), so short‑interest dynamics are not a current driver.
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at reported average price), part of a broader pattern of insider selling that some investors view as a near‑term headwind for sentiment. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Some Wall Street voices (Goldman, D.A. Davidson) and macro factors (oil‑supply driven market volatility) have flagged near‑term risks and estimate caution, which could pressure the stock if growth expectations are trimmed. Analyst Caution Oil Supply Disruptions and Chip Stocks

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. China Renaissance assumed coverage on Advanced Micro Devices in a report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price for the company. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. DA Davidson raised shares of Advanced Micro Devices to a “hold” rating in a report on Friday, February 13th. Finally, Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $290.53.

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.