Roberts Capital Advisors LLC Buys 2,631 Shares of Advanced Micro Devices, Inc. $AMD

Roberts Capital Advisors LLC grew its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 175.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,132 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,631 shares during the quarter. Roberts Capital Advisors LLC’s holdings in Advanced Micro Devices were worth $669,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Impax Asset Management Group plc grew its stake in Advanced Micro Devices by 326.5% in the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after purchasing an additional 39,861 shares during the period. Global Retirement Partners LLC bought a new position in Advanced Micro Devices during the second quarter valued at about $4,519,000. Swiss National Bank increased its holdings in Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after buying an additional 341,000 shares during the last quarter. New York State Common Retirement Fund increased its holdings in Advanced Micro Devices by 8.4% during the second quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock worth $317,748,000 after buying an additional 172,745 shares during the last quarter. Finally, Zweig DiMenna Associates LLC raised its position in Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after acquiring an additional 40,708 shares during the period. Institutional investors own 71.34% of the company’s stock.

Insider Activity

In related news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred 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 sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 146,892 shares of company stock worth $31,584,408. 0.06% of the stock is currently owned by insiders.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: CEO Lisa Su is traveling to South Korea to meet Samsung and Naver to secure high‑bandwidth memory (HBM) and strengthen supply for AI GPUs—this reduces a key supply bottleneck and supports AMD’s ability to scale data‑center GPU shipments. AMD CEO to meet Samsung chief
• Positive Sentiment: AMD signed a multi‑year IP licensing agreement with Adeia that resolves outstanding litigation and gives AMD access to hybrid bonding, packaging and processing IP—removes a legal overhang and helps advance packaging/compute density for future chips. AMD Enters a Multi-Year Partnership With Adeia
• Positive Sentiment: Partnerships beyond GPUs — AMD led a funding/tech collaboration with Xanadu (quantum) and expanded embedded relationships (BlackBerry QNX) — these diversify addressable markets (HPC, aerospace simulations, automotive/embedded) and highlight enterprise interest in AMD compute. Xanadu and AMD Accelerate Quantum Computing
• Positive Sentiment: Wall Street and market commentary remain constructive: recent earnings beat, solid revenue growth and numerous buy/outperform ratings with bullish price targets underpin upside expectations. AMD Opinions on Q4 Earnings Strength
• Neutral Sentiment: Short‑interest data in recent feeds is inconsistent (reported as 0 shares) and appears unreliable—no clear short‑squeeze signal from published short‑interest figures.
• Neutral Sentiment: High‑profile investor coverage: articles highlight top investors and debate long‑term upside (e.g., TipRanks pieces on David Tepper and price‑target debates); these drive headlines but are not direct catalysts. David Tepper Pulls the Trigger on One Top AI Chip Stock
• Negative Sentiment: Customer risk: Meta disclosed plans to deploy four in‑house AI chips by 2027 to cut reliance on vendors including AMD—this represents a medium‑term demand risk from a major customer. META to Deploy Four New In-House AI Chips
• Negative Sentiment: Valuation debate: opinion pieces question whether AMD’s run already fully prices its AI/data‑center growth (high P/E vs. fundamentals), which can pressure the stock if growth expectations slip. Is AMD Stock Overvalued?
• Negative Sentiment: Insider selling highlighted in aggregated data (multiple executive sales) may be read as a cautionary signal by some investors, despite institutional buys/sells balancing the picture. AMD Insider & Institutional Activity

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. KeyCorp reiterated an “overweight” rating and set a $330.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Finally, Piper Sandler restated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $204.83 on Thursday. The firm’s 50 day simple moving average is $217.09 and its 200 day simple moving average is $209.71. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $333.96 billion, a PE ratio of 77.29, a price-to-earnings-growth ratio of 0.76 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.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating 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 firm had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period last year, the firm earned $1.09 EPS. The business’s quarterly revenue was up 34.1% compared to the same quarter last year. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

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.