Glenview Trust Co Boosts Stock Holdings in Advanced Micro Devices, Inc. $AMD

Glenview Trust Co grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 19.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,993 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,200 shares during the period. Glenview Trust Co’s holdings in Advanced Micro Devices were worth $5,176,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after acquiring an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares during the period. United Bank boosted its holdings in shares of Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after buying an additional 2,392 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Advanced Micro Devices in the 2nd quarter worth about $7,535,000. 71.34% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

AMD has been the topic of several research reports. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, December 2nd. Bank of America reiterated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. UBS Group set a $310.00 target price on Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Morgan Stanley dropped their price target on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $288.17.

Advanced Micro Devices Trading Down 2.0%

Shares of Advanced Micro Devices stock opened at $203.08 on Wednesday. The company’s 50-day moving average price is $220.68 and its 200-day moving average price is $206.72. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a market cap of $331.10 billion, a price-to-earnings ratio of 76.63, a PEG ratio of 0.78 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last posted 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 business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period in the prior year, the company posted $1.09 EPS. On average, equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, December 11th. The stock was 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 owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the company’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 in the company, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 271,892 shares of company stock worth $58,476,908 over the last ninety days. 0.06% of the stock is owned by corporate insiders.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD expanded its Helios rack‑scale AI partnership with Tata Consultancy Services to roll out large-scale AI infrastructure in India, supporting enterprise adoption and positioning AMD against Nvidia in a fast‑growing market. AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India
• Positive Sentiment: Analysts and some commentators say data-center demand is strong and recent company commentary set new records for data-center bookings, arguing the market’s sell-off is an overreaction — a bullish structural signal for long‑term revenue growth. AMD Sell-Off Shocks Analysts as Data Center Demand Sets New Record
• Positive Sentiment: Wall Street coverage remains largely positive with multiple buy/outperform ratings and a median 6‑month price target well above current levels, which supports upside sentiment for investors looking past short‑term volatility. SPY is down 0.4% today, on AMD stock price movement
• Neutral Sentiment: The board granted CEO a long‑term performance‑based equity award (Feb. 10–11); standard for tech firms but dilutive over time depending on vesting metrics. AMD Grants CEO Long-Term Performance-Based Equity Award
• Neutral Sentiment: Coverage pieces (Zacks/Fool/others) highlight AMD as a strong growth/AI play, reinforcing the growth narrative but not changing near‑term catalysts. Here’s Why Advanced Micro Devices (AMD) is a Strong Growth Stock
• Negative Sentiment: Reports surfaced of a delay to the Instinct MI455X accelerator, a direct execution risk for AMD’s data‑center roadmap and a key reason cited for weakness in the stock today. AMD Stock Falls on Reported Instinct MI455X Delay
• Negative Sentiment: Market reaction to product/competitive news from Nvidia and Meta triggered an after‑hours selloff, amplifying volatility despite AMD’s positive updates. Why AMD Stock Slipped Today and Why One Investor Says ‘Buy the Dip’
• Negative Sentiment: Significant insider selling has been reported (including CEO sales), which can weigh on investor sentiment even if insiders cite diversification or tax reasons. Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells $26,795,000.00 in Stock
• Negative Sentiment: Some analysts remain critical of near‑term execution and have voiced that recent results or guidance are “not good enough,” adding downward pressure on sentiment. ‘It’s Not Good Enough,’ Says Analyst About AMD 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.