Three Seasons Wealth LLC Purchases 6,439 Shares of Advanced Micro Devices, Inc. $AMD

Three Seasons Wealth LLC increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 104.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,580 shares of the semiconductor manufacturer’s stock after buying an additional 6,439 shares during the quarter. Advanced Micro Devices accounts for 0.3% of Three Seasons Wealth LLC’s portfolio, making the stock its 25th largest position. Three Seasons Wealth LLC’s holdings in Advanced Micro Devices were worth $2,694,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Impax Asset Management Group plc increased its stake in shares of Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after buying an additional 39,861 shares during the period. Zweig DiMenna Associates LLC raised its holdings in Advanced Micro Devices by 127.6% during the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after buying an additional 40,708 shares during the last quarter. Wedbush Securities Inc. boosted its position in Advanced Micro Devices by 7.8% during the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock valued at $13,632,000 after buying an additional 6,095 shares during the period. William Blair Investment Management LLC grew its holdings in Advanced Micro Devices by 72.5% in the 3rd quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer’s stock worth $169,426,000 after acquiring an additional 440,296 shares during the last quarter. Finally, Wisconsin Capital Management LLC grew its holdings in Advanced Micro Devices by 77.7% in the 3rd quarter. Wisconsin Capital Management LLC now owns 25,111 shares of the semiconductor manufacturer’s stock worth $4,063,000 after acquiring an additional 10,982 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on AMD. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Sanford C. Bernstein set a $235.00 target price on Advanced Micro Devices in a research note on Wednesday, February 4th. DA Davidson upgraded Advanced Micro Devices to a “hold” rating in a report on Friday, February 13th. The Goldman Sachs Group upped their price target on Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $230.00 price objective on shares of Advanced Micro Devices in a report on Monday, March 16th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $203.43 on Wednesday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The stock’s 50 day simple moving average is $212.23 and its two-hundred day simple moving average is $214.10. 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 has a market cap of $331.66 billion, a price-to-earnings ratio of 76.77, a PEG ratio of 0.74 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) 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 analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.During the same quarter in the prior year, the company earned $1.09 EPS. The business’s revenue was up 34.1% compared to the same quarter last year. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction 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 approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the sale, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. This trade represents a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 239,392 shares of company stock worth $50,016,383 in the last ninety days. 0.06% of the stock is owned by company insiders.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AI customer talks — South Korean AI startup Upstage is reported to be negotiating to buy ~10,000 AMD MI355 accelerators, a sizable order that would directly validate demand for AMD’s data‑center AI GPUs and support revenue visibility for the Instinct line. AI Startup “Upstage” in Talks to Purchase 10,000 Advanced Micro Devices (AMD) Chips in Korea
• Positive Sentiment: Supply/price dynamics — Social and trade reports suggest AMD plans 10–15% CPU price increases amid supply tightness and extended lead times, which investors interpret as proof of strong demand and pricing power that could boost margins. AMD Stock (AMD) Opinions on CPU Price Hikes and AI Demand
• Positive Sentiment: Memory/foundry partnership — AMD and Samsung expanded their collaboration on next‑gen HBM4 memory for Instinct GPUs (and discussed potential foundry work), which helps secure critical supply for high‑end AI accelerators and reduces execution risk for data‑center ramps. AMD And Samsung Partnership Adds New Piece To AI Supply Story
• Positive Sentiment: Analyst optimism — Firms including UBS and several boutique shops have issued bullish notes and higher price targets (median targets remain well above current levels), which can attract fresh inflows and support multiple expansion as AI megadeals are priced in. AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals
• Neutral Sentiment: Market narratives — Several buy‑before‑earnings and long‑term bull pieces highlight AMD as a core AI/infrastructure play ahead of new launches, keeping constructive analyst coverage but not adding immediate hard revenue. 2 AI Chip Stocks I’d Buy Before Their Next Earnings Reports
• Negative Sentiment: Gaming revenue risk — Zacks flags that gaming revenue, while up year‑over‑year, showed a sharp sequential decline and a weaker semi‑custom outlook that could temper near‑term growth and increase quarter‑to‑quarter volatility. AMD’s Gaming Revenues Set to Decelerate: What’s the Path Ahead?
• Negative Sentiment: Insider selling and recent volatility — Data aggregators show substantial insider sales and recent session pullbacks tied to broader tech selling and geopolitics, which can pressure sentiment and create short‑term downside even as fundamentals improve. $AMD stock is down 4% today. Here’s what we see in our data.

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.