Advanced Micro Devices, Inc. $AMD Position Increased by Watchtower Advisors LP

Watchtower Advisors LP boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 14.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 60,000 shares of the semiconductor manufacturer’s stock after purchasing an additional 7,630 shares during the period. Advanced Micro Devices accounts for approximately 4.5% of Watchtower Advisors LP’s portfolio, making the stock its 11th biggest position. Watchtower Advisors LP’s holdings in Advanced Micro Devices were worth $9,707,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AMD. Brighton Jones LLC raised its position in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after acquiring an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its position in Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after acquiring an additional 2,970 shares in the last quarter. United Bank increased its stake in shares of Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after purchasing an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after purchasing an additional 7,228 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Multi‑year licensing / patent truce with Adeia removes litigation risk and gives AMD access to Adeia IP for hybrid bonding, packaging and processing — supports AMD’s chiplet and advanced packaging roadmap, which is strategically important for high‑performance AI products. As Adeia Strikes a Deal with AMD, Should You Buy the Lesser-Known Chip Stock Now?
• Positive Sentiment: Collaboration with Xanadu and demonstration of hybrid quantum–classical workflows highlights AMD’s HPC/AI relevance beyond GPUs (a potential new addressable market and halo for AMD’s compute stack). Xanadu and AMD Accelerate Quantum Computing for Aerospace and Engineering
• Positive Sentiment: Recent Q4 results and forward guidance remain supportive — investors are pointing to strong revenue and EPS beats and healthy analyst price targets that keep upside narrative intact. Advanced Micro Devices Stock (AMD) Opinions on Q4 Earnings Strength
• Positive Sentiment: CEO Lisa Su’s planned meetings in South Korea with Samsung (and talks with Naver) aim to secure high‑bandwidth memory and supplier support — could ease HBM constraints for AMD’s data‑center GPU/AI roadmap. AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips, paper says
• Neutral Sentiment: AMD expanded its Ryzen AI Embedded lineup to target edge AI (industrial automation, robotics) — incremental TAM expansion but slower, lower‑margin opportunity vs. data‑center GPUs. AMD Patent Truce And AI Push Reframe Long Term Growth Story
• Neutral Sentiment: Reported short‑interest figures in recent feeds appear anomalous/unclear (0 shares / NaN changes) — not a reliable signal for positioning today. (Data anomaly reported in market feeds.)
• Negative Sentiment: Meta’s plan to deploy four in‑house AI chips by 2027 raises the risk of a meaningful OEM customer reducing purchases of third‑party GPUs from Nvidia and AMD over time. META to Deploy Four New In-House AI Chips by 2027 to Cut Reliance on Nvidia and AMD
• Negative Sentiment: Valuation debate: coverage this week highlights concerns that AMD’s multiple already prices strong AI/data‑center growth, leaving the stock vulnerable to any slowdown or softer guidance. Is AMD Stock Overvalued?
• Negative Sentiment: Large, public insider selling reported in aggregated feeds may create short‑term perception pressure even if it reflects routine liquidity events rather than loss of confidence. Advanced Micro Devices Stock (AMD) Opinions on Q4 Earnings Strength

Advanced Micro Devices Trading Up 0.8%

Shares of AMD stock opened at $204.83 on Thursday. The firm has a market capitalization of $333.96 billion, a P/E 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. The firm’s fifty 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.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business’s revenue was up 34.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.09 EPS. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on AMD shares. Raymond James Financial began coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price objective for the company. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Evercore reissued an “outperform” rating and set a $358.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Bank of America reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and set 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 given a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Insider Activity

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president directly owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Ava Hahn sold 2,442 shares of the company’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 completion of the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 146,892 shares of company stock valued at $31,584,408. Insiders own 0.06% of the company’s stock.

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.