Advanced Micro Devices, Inc. $AMD Shares Sold by iA Global Asset Management Inc.

iA Global Asset Management Inc. reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 36.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 187,930 shares of the semiconductor manufacturer’s stock after selling 105,656 shares during the period. iA Global Asset Management Inc.’s holdings in Advanced Micro Devices were worth $30,405,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in AMD. ORG Wealth Partners LLC boosted its holdings 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 acquiring an additional 46 shares during the period. Pinney & Scofield Inc. boosted its stake in Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 85 shares during the period. Dogwood Wealth Management LLC grew its position in Advanced Micro Devices by 2,311.1% during the 2nd quarter. Dogwood Wealth Management LLC now owns 217 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 208 shares during the last quarter. Avion Wealth grew its position in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the last quarter. Finally, West Branch Capital LLC increased its stake in Advanced Micro Devices by 3,057.1% in the second quarter. West Branch Capital LLC now owns 221 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 214 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Riot Platforms signed a multi‑year facility/power lease with AMD at Rockdale (initial 25 MW, option to 200 MW) — a ~$311M initial contract estimate — validating AMD’s need for dedicated data‑center capacity for HPC/AI deployments and supporting deployments of Instinct GPUs/EPYC CPUs. Riot Platforms: A $311M AMD Deal Changes the HPC Game
• Positive Sentiment: AMD added former Accenture CFO KC McClure to its board — investors interpret this as stronger financial/governance oversight as the company scales AI and data‑center investments. AMD Appoints KC McClure to Board of Directors
• Positive Sentiment: Wall Street bullishness persists: multiple boutiques and major firms have maintained Overweight/Outperform calls and lifted targets, supporting upside expectations into earnings and the MI450 GPU ramp. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Software momentum: AMD’s Adrenalin AI bundle/driver update makes it easier to set up AI workflows on AMD GPUs, lowering friction for adoption across developers and enterprises. AMD Stock Gains on Adrenalin AI Bundle Update
• Positive Sentiment: Growth narrative: Analysts and research pieces highlight accelerating AI/data‑center revenue potential (Zacks cites targets like an ~80% AI revenue CAGR driven by Helios racks, Instinct GPUs and partnerships). This underpins the bullish valuation case if execution continues. AMD Rides on Expanding Enterprise Partner Base: More Upside to Come?
• Neutral Sentiment: Momentum & sentiment pieces note AMD’s multi‑day winning streak and YTD highs, but emphasize that the story is now priced into the stock and that Feb. 2 earnings/guidance will be the next major catalyst. AMD’s stock is on a hot streak not seen in six years
• Negative Sentiment: Insider selling has accelerated (recent Form 4 filings, including an SVP sale), which can spook some investors ahead of earnings despite the positive operational narrative. SEC Form 4 disclosure
• Negative Sentiment: Policy/regulatory risk: reports of a potential 25% tariff on certain MI325x chip imports could pressure margins or disrupt timing for some SKUs if enacted or expanded. Tariff coverage on MI325x chips
• Negative Sentiment: Some analysts warn valuation already reflects much of the AI upside and have flagged downside risk / downgraded the name if broader tech momentum fades. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Analyst Ratings Changes

AMD has been the topic of a number of research reports. Evercore ISI raised their price target on Advanced Micro Devices from $270.00 to $283.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. China Renaissance initiated coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price on the stock. KGI Securities set a $260.00 price target on Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, October 13th. Susquehanna reaffirmed a “positive” rating and set a $300.00 price target on shares of Advanced Micro Devices in a report on Friday, October 31st. Finally, TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $279.67.

Advanced Micro Devices Trading Up 1.6%

Shares of Advanced Micro Devices stock opened at $253.73 on Friday. The company has a 50-day moving average of $218.40 and a two-hundred day moving average of $197.58. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The stock has a market cap of $413.08 billion, a PE ratio of 125.61, a price-to-earnings-growth ratio of 1.04 and a beta of 1.95.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The business had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter in the prior year, the firm posted $0.92 EPS. The company’s revenue was up 35.6% compared to the same quarter last year. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices 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 $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 164,000 shares of company stock worth $36,034,173. Corporate insiders own 0.06% of the company’s stock.

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.