Alliancebernstein L.P. Lowers Holdings in Advanced Micro Devices, Inc. $AMD

Alliancebernstein L.P. decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,561,473 shares of the semiconductor manufacturer’s stock after selling 230,825 shares during the period. Alliancebernstein L.P. owned approximately 0.16% of Advanced Micro Devices worth $414,421,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AMD. Brighton Jones LLC lifted its holdings in shares of Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in 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 valued at $758,000 after acquiring an additional 2,970 shares during the period. United Bank boosted its holdings in shares of Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after acquiring an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after acquiring an additional 7,228 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of research analyst reports. Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 price target on shares of Advanced Micro Devices in a research note on Friday, January 30th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. China Renaissance began coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price for the company. Finally, Benchmark reissued a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 25th. 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. According to MarketBeat, the stock 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 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

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the sale, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This trade represents a 5.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 154,392 shares of company stock worth $33,120,933. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $193.39 on Monday. The business’s 50-day simple moving average is $216.16 and its two-hundred day simple moving average is $210.44. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a market cap of $315.30 billion, a PE ratio of 72.98, a P/E/G ratio of 0.73 and a beta of 1.98. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data 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. 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%.The business’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.09 earnings per share. As a group, analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.