Bailard Inc. decreased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 55.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 40,568 shares of the semiconductor manufacturer’s stock after selling 50,355 shares during the period. Bailard Inc.’s holdings in Advanced Micro Devices were worth $8,688,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also recently bought and sold shares of the business. HHM Wealth Advisors LLC raised its stake in Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after acquiring an additional 40 shares during the period. James J. Burns & Company LLC raised its stake in Advanced Micro Devices by 2.3% during the fourth quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer’s stock worth $389,000 after acquiring an additional 40 shares during the period. Wilmington Savings Fund Society FSB raised its stake in Advanced Micro Devices by 0.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after acquiring an additional 43 shares during the period. Cassaday & Co Wealth Management LLC raised its stake in Advanced Micro Devices by 0.9% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 4,912 shares of the semiconductor manufacturer’s stock worth $1,052,000 after acquiring an additional 43 shares during the period. Finally, Moseley Investment Management Inc. raised its stake in Advanced Micro Devices by 0.5% during the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after acquiring an additional 44 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.
Insider Activity at Advanced Micro Devices
In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares in the company, valued at $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Mark D. Papermaster sold 31,320 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the transaction, the executive vice president owned 1,236,037 shares in the company, valued at $432,612,950. This represents a 2.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 304,672 shares of company stock worth $70,135,070 over the last ninety days. Insiders own 0.50% of the company’s stock.
Advanced Micro Devices Price Performance
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The company had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter last year, the business earned $0.96 earnings per share. Advanced Micro Devices’s revenue was up 37.8% compared to the same quarter last year. Analysts anticipate that Advanced Micro Devices, Inc. will post 5.99 earnings per share for the current year.
Wall Street Analyst Weigh In
Several research firms recently weighed in on AMD. Barclays increased their price objective on shares of Advanced Micro Devices from $300.00 to $500.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Wedbush increased their price objective on shares of Advanced Micro Devices from $290.00 to $400.00 and gave the stock an “outperform” rating in a research note on Monday, May 4th. Stifel Nicolaus raised their price target on shares of Advanced Micro Devices from $320.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Zacks Research upgraded shares of Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 5th. Finally, The Goldman Sachs Group upgraded shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and raised their price target for the company from $240.00 to $450.00 in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus target price of $388.84.
View Our Latest Analysis on AMD
Key Headlines Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: AMD is benefiting from a broad AI-driven semiconductor rally, with investors rotating into chip stocks tied to data center growth and AI inference demand. AI chip stocks surge as investors refocus on growth
- Positive Sentiment: Wall Street is betting on a stronger AI CPU cycle, which supports AMD’s server business and helped push the stock to a new 52-week high. AMD stock hits new high as Wall Street bets on AI CPU supercycle
- Positive Sentiment: Recent coverage highlights AMD’s management sounding increasingly confident after earnings, with analysts pointing to a larger server CPU opportunity and continued AI momentum. AMD Stock Remains a Top Pick for This Top Analyst – Here’s Why
- Positive Sentiment: AMD’s partnership with Rackspace to build an enterprise AI cloud for regulated industries adds another potential revenue stream and strengthens the company’s AI ecosystem story. AMD Rackspace AI Cloud Deal Targets Regulated Growth And Valuation Questions
- Neutral Sentiment: Cathie Wood’s ARK funds have continued trimming AMD, but the selling appears more like portfolio rebalancing than a direct negative on AMD’s fundamentals. Cathie Wood Dumps Another $3 Million In AMD Stock As Ark Invest Trims For Third Day Running, This Is The AI Stock She Is Buying Instead
- Neutral Sentiment: Some commentary warns the stock’s sharp run has raised valuation and correction risk, which could limit upside if momentum cools. Machine learning algorithm predicts AMD stock price on May 31, 2026
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.
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