Advanced Micro Devices, Inc. $AMD Shares Sold by Lauer Wealth LLC

Lauer Wealth LLC decreased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 42.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,174 shares of the semiconductor manufacturer’s stock after selling 5,400 shares during the quarter. Advanced Micro Devices accounts for approximately 1.1% of Lauer Wealth LLC’s holdings, making the stock its 16th largest position. Lauer Wealth LLC’s holdings in Advanced Micro Devices were worth $1,468,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of AMD. ORG Wealth Partners LLC grew its position in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 46 shares in the last quarter. 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. Aviso Financial Inc. raised its position in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 160 shares in the last quarter. Delos Wealth Advisors LLC lifted its stake in shares of Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 100 shares during the period. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of Advanced Micro Devices in the 2nd quarter worth approximately $34,000. 71.34% of the stock is currently owned by institutional investors.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD is in advanced talks to sell ~10,000 MI355 AI accelerators to South Korea’s Upstage, a potentially meaningful international AI deal that would diversify AMD’s customer base and signal traction for its MI3xx/MI35x family. AMD Eyes 10,000 AI Chip Deal With Korea’s Upstage
• Positive Sentiment: Data-center revenue strength: reports show AMD’s Data Center business surged (~39%) to ~$5.38B, driven by EPYC CPUs and Instinct GPUs — evidence the company is monetizing cloud/AI demand. That strengthens the growth narrative heading into earnings. AMD Rides on Accelerating Data Center Growth
• Positive Sentiment: Product roadmap optimism — anticipation for the MI450/Helios launches and rack-scale AI solutions has analysts and institutions positioning for a rebound; MarketBeat and Seeking Alpha pieces argue the upcoming launches could materially accelerate sales and share gains. Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings
• Positive Sentiment: Near-term retail/PC catalyst: reports of a Ryzen price cut ahead of a rumored refresh have already moved the stock, suggesting visible demand or inventory resets that traders view as a positive catalyst. AMD Stock Jumps on Ryzen Price Cut Ahead of Rumored Refresh
• Neutral Sentiment: Macro/sector context: broader tech/AI earnings season and ETF flows are driving volatility — AMD benefits from AI tailwinds but trading is also being influenced by Nvidia-led market concentration and rotation in the Magnificent Seven. What Q1 Earnings Could Mean for the S&P 500 Uptrend
• Neutral Sentiment: Short-interest blur: multiple data feeds show odd/zero short-interest figures (likely erroneous), so there’s no clear short-squeeze signal from reported days-to-cover stats today. (Market data flagged appears inconsistent.)
• Negative Sentiment: Analyst caution and peer upgrades: Bernstein and some analysts are favoring Nvidia and Broadcom over AMD in the AI-chip race — Bernstein explicitly recommended owning NVDA/AVGO while advising avoiding AMD, which could cap near-term upside and weigh on sentiment. ‘Own Nvidia, Broadcom,’ But Avoid AMD Stock – Bernstein Weighs In
• Negative Sentiment: Competitive & supply risks: coverage highlights Nvidia’s dominant position and margin advantage, and HBM memory constraints remain a potential bottleneck for AMD’s ramp — these are key execution risks to watch. Nvidia vs AMD: The 2026 AI Chip Showdown

Advanced Micro Devices Trading Up 1.3%

Advanced Micro Devices stock opened at $205.37 on Wednesday. The firm has a market cap of $334.84 billion, a price-to-earnings ratio of 77.50, 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 50 day moving average price is $214.66 and its two-hundred day moving average price is $212.38. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

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, beating analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.09 EPS. On average, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Activity

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president directly owned 129,598 shares in the company, valued at $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the transaction, the chief executive officer directly owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 239,392 shares of company stock valued at $50,016,383 over the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. China Renaissance assumed coverage on shares of Advanced Micro Devices in a report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective for the company. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. Wedbush reaffirmed an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. UBS Group set a $310.00 price target on Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Mizuho boosted their price objective on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

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.