Calydon Capital Has $415,000 Holdings in Advanced Micro Devices, Inc. $AMD

Calydon Capital decreased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 63.3% in the 3rd quarter, HoldingsChannel reports. The fund owned 2,563 shares of the semiconductor manufacturer’s stock after selling 4,425 shares during the period. Calydon Capital’s holdings in Advanced Micro Devices were worth $415,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. 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 purchasing an additional 61 shares in the last quarter. ORG Wealth Partners LLC lifted its stake in shares of Advanced Micro Devices by 39.7% in the third 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. Pinney & Scofield Inc. lifted its stake in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 85 shares in the last quarter. Aviso Financial Inc. grew its holdings in shares of Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares during the last quarter. Finally, Signature Resources Capital Management LLC increased its position in shares of Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after acquiring an additional 138 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction 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 directly owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the 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 sale, the executive vice president directly owned 289,098 shares in the company, valued at $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. Over the last quarter, insiders sold 154,392 shares of company stock worth $33,120,933. 0.06% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Jefferies Financial Group reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. China Renaissance began coverage on Advanced Micro Devices in a report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price objective for the company. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Mizuho lifted their target price on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. Finally, UBS Group set a $310.00 price target on Advanced Micro Devices in a report on Wednesday, February 4th. One 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 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 Advanced Micro Devices stock opened at $193.39 on Monday. The stock has a market capitalization of $315.30 billion, a P/E ratio of 72.98, a P/E/G ratio of 0.73 and a beta of 1.98. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock’s 50-day simple moving average is $216.16 and its 200 day simple moving average is $210.44.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate 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 company’s revenue was up 34.1% on a year-over-year basis. During the same quarter last year, the company earned $1.09 earnings per share. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

More 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

About Advanced Micro Devices

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.