Advanced Micro Devices, Inc. $AMD Stock Sold by Tilia Fiduciary Partners Inc.

Tilia Fiduciary Partners Inc. decreased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 10.6% in the third quarter, HoldingsChannel reports. The firm owned 17,258 shares of the semiconductor manufacturer’s stock after selling 2,055 shares during the quarter. Advanced Micro Devices accounts for 5.2% of Tilia Fiduciary Partners Inc.’s portfolio, making the stock its biggest position. Tilia Fiduciary Partners Inc.’s holdings in Advanced Micro Devices were worth $10,558,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the business. Southpoint Capital Advisors LP raised its position in shares of Advanced Micro Devices by 50.0% in the first quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock worth $183,087,000 after acquiring an additional 300,000 shares during the period. Boomfish Wealth Group LLC purchased a new position in shares of Advanced Micro Devices during the 1st quarter valued at approximately $1,193,000. Dimensional Fund Advisors LP grew its position in shares of Advanced Micro Devices by 6.0% in the first quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock valued at $1,045,954,000 after purchasing an additional 291,165 shares during the period. Lord Abbett & CO. LLC acquired a new stake in Advanced Micro Devices in the 4th quarter worth about $100,834,000. Finally, Ferguson Wellman Capital Management Inc. boosted its stake in shares of Advanced Micro Devices by 6,968.7% in the third quarter. Ferguson Wellman Capital Management Inc. now owns 140,313 shares of the semiconductor manufacturer’s stock worth $85,995,000 after acquiring an additional 138,328 shares during the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the transaction, the executive vice president directly owned 160,979 shares of the company’s stock, valued at approximately $76,316,924.32. This trade represents a 8.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark Papermaster sold 28,811 shares of Advanced Micro Devices stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the completion of the transaction, the executive vice president owned 1,261,461 shares in the company, valued at approximately $595,245,602.07. This represents a 2.23% decrease in their ownership of the stock. 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 213,838 shares of company stock worth $105,533,836 over the last 90 days. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD opened at $608.10 on Friday. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. Advanced Micro Devices, Inc. has a 1-year low of $188.22 and a 1-year high of $658.52. The stock has a market cap of $992.71 billion, a PE ratio of 156.32, a price-to-earnings-growth ratio of 6.39 and a beta of 2.45. The firm has a fifty day moving average price of $528.95 and a 200 day moving average price of $459.44.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The business had revenue of $11.54 billion for the quarter, compared to analysts’ expectations of $11.31 billion. During the same quarter in the previous year, the firm earned $0.48 earnings per share. The business’s revenue was up 50.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.48 EPS for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AI infrastructure demand remains strong. TSMC reported record quarterly revenue, while Samsung also posted exceptionally strong results tied to AI memory demand—supportive read-throughs for AMD’s data-center and accelerator businesses. TSMC quarterly results
• Positive Sentiment: AMD is reportedly exploring a foundry and memory partnership with Samsung, potentially improving access to critical manufacturing and high-bandwidth memory as AI chip supply remains constrained. AMD Samsung partnership
• Positive Sentiment: The partnership with Core Scientific highlights potential demand for AMD-powered AI data centers, while analysts and bullish commentators continue to see upside from CPUs, accelerators and inference chips. Core Scientific and AMD partnership
• Neutral Sentiment: AMD scheduled its third-quarter earnings release for November 3. The report will be an important test of whether accelerating AI demand can justify the stock’s elevated valuation. AMD earnings date
• Negative Sentiment: Valuation concerns are dominating sentiment. AMD was cited as trading near 125 times free cash flow, far above Broadcom’s roughly 46 times, leaving little room for execution missteps or slower growth. AMD versus Broadcom valuation
• Negative Sentiment: A broader market selloff, rising Treasury yields and higher oil prices pressured richly valued technology shares. ARK Invest also sold approximately $14 million of AMD stock, adding a modest negative sentiment signal. ARK Invest AMD sale

Wall Street Analyst Weigh In

Several brokerages recently issued reports on AMD. Wedbush reaffirmed an “outperform” rating and set a $600.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. William Blair reaffirmed a “market perform” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday. Piper Sandler assumed coverage on Advanced Micro Devices in a research report on Tuesday, September 15th. They set an “overweight” rating and a $600.00 price target for the company. Finally, DA Davidson increased their price target on shares of Advanced Micro Devices from $425.00 to $550.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $585.26.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.