Chesapeake Capital Corp IL Purchases Shares of 3,108 Advanced Micro Devices, Inc. $AMD

Chesapeake Capital Corp IL purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 3,108 shares of the semiconductor manufacturer’s stock, valued at approximately $503,000.

A number of other institutional investors and hedge funds have also modified their holdings of AMD. HHM Wealth Advisors LLC lifted its position in Advanced Micro Devices by 2.4% during the 3rd 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 last quarter. HBK Sorce Advisory LLC boosted its holdings in Advanced Micro Devices by 0.3% during the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after acquiring an additional 43 shares during the period. Wilmington Savings Fund Society FSB grew its position in shares of Advanced Micro Devices by 0.5% in the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after purchasing an additional 43 shares during the last quarter. Moseley Investment Management Inc. grew its position in shares of Advanced Micro Devices by 0.5% in the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after purchasing an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC increased its stake in shares of Advanced Micro Devices by 2.6% in the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after purchasing an additional 44 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Raymond James Financial began coverage on Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. 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. Finally, Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices Trading Down 2.2%

Shares of AMD opened at $193.39 on Friday. The stock’s 50-day moving average price is $216.16 and its 200 day moving average price is $209.83. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $315.30 billion, a price-to-earnings ratio of 72.98, a P/E/G ratio of 0.74 and a beta of 1.98. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08.

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

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the transaction, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the sale, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. This represents a 5.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 154,392 shares of company stock valued at $33,120,933 in the last ninety days. 0.06% of the stock is owned by company insiders.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

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.