Advanced Micro Devices (NASDAQ:AMD) Trading Up 3.3% – Here’s What Happened

Advanced Micro Devices, Inc. (NASDAQ:AMD)’s stock price rose 3.3% on Wednesday . The stock traded as high as $213.83 and last traded at $210.21. Approximately 40,296,226 shares were traded during mid-day trading, an increase of 5% from the average daily volume of 38,251,945 shares. The stock had previously closed at $203.43.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: CIQ partnership bolsters AMD’s positioning for open, power‑efficient AI stacks — CIQ will deliver AMD‑optimized Rocky Linux and integrated software for Instinct GPUs and ROCm, strengthening AMD’s appeal to cloud and enterprise customers building energy‑constrained inference infrastructure. Advanced Micro Devices (AMD) Is Up 6.7% After New CIQ Partnership Targets Open, Power‑Efficient AI Infrastructure
• Positive Sentiment: Analyst upgrades and institutional buying lift sentiment — several brokers (including an Erste upgrade and coverage shifts highlighted by Blockonomi/TipRanks) and visible accumulation from quant/hedge players have increased conviction ahead of upcoming earnings. Advanced Micro Devices (AMD) Stock Surges 4% Following Bullish Analyst Upgrade
• Positive Sentiment: Institutional accumulation: D. E. Shaw is reported to be adding to AMD, signaling fresh buy pressure from large investors. Advanced Micro Devices (AMD): D. E. Shaw Is Loading Up on This Chip Stock
• Positive Sentiment: Supply/security move with Samsung strengthens roadmap — an MOU with Samsung to secure HBM4 and advanced DRAM helps reduce a key supply risk for next‑gen Instinct accelerators and EPYC CPUs. Advanced Micro Devices, Inc. (AMD) and Samsung Deepen Ties to Power Next Generation AI Infrastructure
• Positive Sentiment: Market share signals: Steam hardware survey shows CPU/GPU share gains for AMD, supporting the core client/server demand narrative. AMD Stock Jumps Alongside Gains In the March 2026 Steam Hardware Survey
• Neutral Sentiment: ETF and thematic flows may amplify moves but are non‑specific — AMD’s presence in AI ETFs gives the stock passive inflow exposure, which can magnify sector moves but doesn’t change fundamentals on its own. 3 AI ETFs That Let You Invest in the Entire AI Boom at Once (AMD)
• Negative Sentiment: High‑profile selling and small insider/trader trims create short‑term noise — Cathie Wood sold ~57K AMD shares (rebalancing across funds), which can feed headlines even if the position change is relatively modest versus AMD’s float. Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares
• Negative Sentiment: Macro/geopolitical risk is a headwind for chip stocks — recent Iran‑related tensions have sparked sectorwide volatility and supply‑chain concerns that can offset company‑specific positives. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.

Wall Street Analyst Weigh In

Several analysts recently issued reports on AMD shares. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Piper Sandler reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. UBS Group set a $310.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $330.00 target price on shares of Advanced Micro Devices in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Advanced Micro Devices Trading Up 3.5%

The stock’s 50-day simple moving average is $210.71 and its two-hundred day simple moving average is $214.10. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm has a market capitalization of $354.60 billion, a P/E ratio of 82.08, a price-to-earnings-growth ratio of 0.79 and a beta of 1.96.

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 the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for 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 company’s revenue was up 34.1% on a year-over-year basis. During the same period last year, the firm earned $1.09 EPS. Equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insiders Place Their Bets

In other news, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the transaction, the executive vice president directly owned 129,598 shares in the company, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock valued at $50,016,383 in the last ninety days. Insiders own 0.06% of the company’s stock.

Institutional Investors Weigh In On Advanced Micro Devices

Institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in Advanced Micro Devices by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after purchasing an additional 2,525,109 shares in the last quarter. State Street Corp grew its position in shares of Advanced Micro Devices by 1.5% during the fourth quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock valued at $16,044,712,000 after purchasing an additional 1,094,835 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Advanced Micro Devices by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock worth $8,015,897,000 after purchasing an additional 287,525 shares during the last quarter. Norges Bank bought a new stake in shares of Advanced Micro Devices in the fourth quarter worth about $4,929,312,000. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Advanced Micro Devices by 0.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock worth $4,352,864,000 after buying an additional 55,969 shares in the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

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.