von Borstel & Associates Inc. Invests $569,000 in Advanced Micro Devices, Inc. $AMD

von Borstel & Associates Inc. acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,516 shares of the semiconductor manufacturer’s stock, valued at approximately $569,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Advanced Micro Devices by 178.2% in 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 during the period. Revolve Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares during the last quarter. United Bank lifted its holdings in shares of Advanced Micro Devices by 22.0% in 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. boosted its position in 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 valued at $1,310,000 after purchasing an additional 7,228 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the sale, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. The trade was 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 at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 154,392 shares of company stock worth $33,120,933 over the last ninety days. Insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of recent research reports. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Wells Fargo & Company reissued an “overweight” rating and set a $345.00 price target on shares of Advanced Micro Devices in a report on Friday, January 30th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Wedbush reaffirmed an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, KeyCorp reissued an “overweight” rating and set a $330.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One equities research 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’s stock. According to MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $193.39 on Friday. The stock has a market cap of $315.30 billion, a P/E ratio of 72.98, a P/E/G ratio of 0.74 and a beta of 1.98. The firm’s 50-day simple moving average is $216.16 and its 200 day simple moving average is $209.83. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week 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) last released its 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 for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter last year, the company earned $1.09 EPS. Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. Equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices Company 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.