Fieldview Capital Management LLC Invests $2.21 Million in Advanced Micro Devices, Inc. $AMD

Fieldview Capital Management LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 13,667 shares of the semiconductor manufacturer’s stock, valued at approximately $2,211,000.

Several other institutional investors have also bought and sold shares of AMD. HHM Wealth Advisors LLC raised its stake in Advanced Micro Devices by 2.4% during the third 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 in the last quarter. HBK Sorce Advisory LLC boosted its stake in shares of Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after purchasing an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB boosted its stake in shares of Advanced Micro Devices by 0.5% in the 3rd 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 in the last quarter. Moseley Investment Management Inc. grew its holdings in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after purchasing an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC grew its holdings in shares of Advanced Micro Devices by 2.6% in the 3rd 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 last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 5.3%

Shares of NASDAQ:AMD opened at $202.68 on Tuesday. 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 cap of $330.45 billion, a P/E ratio of 76.48, a P/E/G ratio of 0.72 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. The company’s 50-day moving average price is $217.52 and its two-hundred day moving average price is $209.49.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates 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 company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the previous year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% on a year-over-year basis. As a group, research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Activity at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were 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 owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 271,892 shares of company stock valued at $58,476,908 over the last quarter. Corporate insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

AMD has been the subject of several analyst reports. Mizuho lifted their price target on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. UBS Group set a $310.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Melius Research set a $380.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, KeyCorp reissued 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, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $290.53.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD and Adeia settle litigation and sign a multi‑year IP license, removing legal overhang and securing access to Adeia’s semiconductor IP (supports AMD’s 3D V‑Cache and hybrid bonding roadmap). Read More.
• Positive Sentiment: Coverage and market headlines (Benzinga) highlight that the settlement unlocks next‑gen chip tech, a near‑term catalyst cited by traders for the rebound. Read More.
• Positive Sentiment: AMD expanded its Ryzen AI desktop lineup (Ryzen AI 400 / Pro 400), strengthening product roadmap for AI PCs and bolstering long‑term CPU/AI revenue potential. Read More.
• Positive Sentiment: Institutional buying: Ark Invest added AMD across funds in February, a vote of confidence that can support demand and sentiment among growth investors. Read More.
• Neutral Sentiment: Prominent investors and outlets are re‑weighing Nvidia vs. AMD for AI exposure; commentary (e.g., Ken Fisher) signals continued interest but also valuation scrutiny across the AI chip space. Read More.
• Neutral Sentiment: Short‑interest data reported today appears to contain a data anomaly (zeros/NaN); not a reliable signal for positioning. (Market data note)
• Negative Sentiment: U.S. policymakers are considering new AI chip export rules that could tie shipments to foreign investment in U.S. data centers — a regulatory uncertainty that could constrain international sales or complicate customer engagement. Read More.
• Negative Sentiment: Geopolitical/supply‑chain risk: coverage of the Iran conflict highlights potential semiconductor supply chain disruptions that could pressure the sector, including AMD. Read More.

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.