Kingsview Wealth Management LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 15.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,919 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,606 shares during the period. Kingsview Wealth Management LLC’s holdings in Advanced Micro Devices were worth $4,355,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently modified their holdings of AMD. Koesten Hirschmann & Crabtree INC. increased its stake in Advanced Micro Devices by 61.0% during 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. ORG Wealth Partners LLC boosted its holdings in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares in the last quarter. Pinney & Scofield Inc. increased its stake in shares of Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 85 shares during the period. Aviso Financial Inc. increased its stake in shares of Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 160 shares during the period. Finally, Signature Resources Capital Management LLC raised its holdings in Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 138 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities analysts have issued reports on AMD shares. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. Stifel Nicolaus upped their price objective on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Roth Mkm reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. 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. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $290.53.
Insider Buying and Selling
In other news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the sale, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction on Friday, January 16th. The shares were 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 in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 271,892 shares of company stock valued at $58,476,908. Company insiders own 0.06% of the company’s stock.
Advanced Micro Devices Trading Down 3.9%
NASDAQ:AMD opened at $190.95 on Wednesday. The stock has a fifty day simple moving average of $218.79 and a 200 day simple moving average of $208.61. The firm has a market capitalization of $311.33 billion, a price-to-earnings ratio of 72.06, a price-to-earnings-growth ratio of 0.75 and a beta of 1.98. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. 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 (NASDAQ:AMD – Get Free Report) last posted its quarterly earnings data 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 net margin of 12.52% and a return on equity of 8.84%. The company had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same period in the prior year, the firm earned $1.09 earnings per share. The business’s quarterly revenue was up 34.1% on a year-over-year basis. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.
Key Headlines Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Major hyperscaler footprint — Meta has signed multi‑year agreements to deploy AMD Instinct GPUs at gigawatt scale and is reported to be considering a stake in AMD, which could create a large, multi‑year revenue stream and validate AMD’s data‑center GPU strategy. Read More.
- Positive Sentiment: On‑shore capacity ramp — Flex expanded U.S. manufacturing with AMD to build Instinct AI platforms domestically, reducing supply risk and supporting scale for enterprise/hyperscale demand. Read More.
- Positive Sentiment: Commercial adoption of Instinct GPUs — Akash Systems announced diamond‑cooled servers using AMD Instinct MI350X GPUs (first commercial deployment), which underscores product competitiveness for energy‑efficient AI racks. Read More.
- Neutral Sentiment: Ryzen AI 400 desktop launch — AMD unveiled Copilot+ desktop Ryzen AI 400 processors (expands the AI PC TAM), a positive product roadmap item but one with more gradual revenue impact versus hyperscale GPU wins. Read More.
- Neutral Sentiment: Edge/telco positioning — Strategic collaborations (Wind River/Open RAN) extend AMD into AI‑at‑the‑edge and telco workloads; meaningful long‑term, but not an immediate revenue shock. Read More.
- Neutral Sentiment: Industry infrastructure tailwinds — Large funding rounds for co‑packaged optics and other AI infrastructure (e.g., Ayar Labs) support faster data‑center evolution that indirectly benefits AMD. Read More.
- Negative Sentiment: Insider and institutional selling — Data show heavy executive share sales (many open‑market sales, few/zero insider purchases) and some large institutional reductions (UBS AM cut holdings), which can pressure the stock and signal near‑term liquidity needs or portfolio rebalancing. Read More.
- Negative Sentiment: Short‑term selling despite product news — Multiple reports note the stock slipping after new product reveals (Ryzen AI 400, diamond‑cooled GPU announcements) as the broader tech/AI momentum cooled and investors booked gains. That helps explain intraday weakness. Read More.
- Negative Sentiment: Market/sector rotation risk — Analysts still bullish on medium/long term (many buy ratings and high price targets), but the stock is exposed to periodic tech/AI pullbacks that can produce sharp short‑term declines. Read More.
Advanced Micro Devices 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.
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