Advanced Micro Devices (NASDAQ:AMD) Stock Unloaded Rep. Thomas R. Suozzi

Representative Thomas R. Suozzi (Democratic-New York) recently sold shares of Advanced Micro Devices, Inc. (NASDAQ:AMD). In a filing disclosed on March 17th, the Representative disclosed that they had sold between $1,001 and $15,000 in Advanced Micro Devices stock on February 18th. The trade occurred in the Representative’s “THOMAS SUOZZI IRA FBO THOMAS SUOZZI” account.

Representative Thomas R. Suozzi also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of Apple (NASDAQ:AAPL) on 2/18/2026.
• Sold $15,001 – $50,000 in shares of Palantir Technologies (NASDAQ:PLTR) on 2/18/2026.
• Sold $15,001 – $50,000 in shares of United Rentals (NYSE:URI) on 2/18/2026.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $202.68 on Tuesday. The company has a market capitalization of $330.45 billion, a price-to-earnings ratio of 76.48, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. 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 stock has a 50 day moving average price of $214.97 and a 200 day moving average price of $212.00.

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 company 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 firm’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter last year, the company earned $1.09 earnings per share. Research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on AMD shares. Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Morgan Stanley decreased their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Evercore reaffirmed an “outperform” rating and set a $358.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Mizuho lifted their target price on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 25th. Finally, The Goldman Sachs Group boosted their target price on Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Insider Activity at Advanced Micro Devices

In related news, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were 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 owned 129,598 shares in the company, valued at $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. The sale 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 the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is owned by company insiders.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD is in talks to sell up to 10,000 MI-series AI accelerators to South Korean AI startup Upstage, a potential revenue and design-win catalyst that would help diversify AI GPU demand away from Nvidia in Korea. AI Startup Upstage Looking at Buying 10,000 AMD Chips in Korea
• Positive Sentiment: AMD joined the Optical Compute Interconnect (OCI) multi‑source agreement alongside hyperscalers and peers, positioning it to influence data‑center interconnect standards — a strategic plus for future hyperscaler GPU deployments. AMD Joins OCI Group As Optical AI Standard Shapes Valuation Debate
• Positive Sentiment: AMD and Samsung have a memorandum of understanding to deepen memory-supply ties and explore foundry cooperation — this could ease high-bandwidth memory (HBM) constraints that are a gating factor for AI GPU shipments. Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
• Positive Sentiment: Market commentary is bullish on AMD’s upcoming MI450 GPU family and longer‑term AI datacenter opportunity; analysts and MarketBeat pieces argue MI450 launches could materially accelerate revenue and market share over 2026–2027. Advanced Micro Devices Profile & MI450 Coverage
• Positive Sentiment: Short‑term demand signals: a reported Ryzen price cut and talk of an upcoming refresh pushed trading optimism—price cuts can boost unit sales ahead of a refresh cycle. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Sector tailwind: easing geopolitical tensions boosted chip names broadly (Nvidia, AMD), providing short‑term market support but not altering company fundamentals. Nvidia, AMD Rally As War Fears Ease
• Neutral Sentiment: New AI inference platforms (e.g., Gimlet Labs’ multi‑silicon cloud) highlight multi‑vendor demand for inference hardware — a potential incremental market for AMD but uncertain in timing/scale. AI Inference Software Innovator Gimlet Labs Ushers in New Era
• Neutral Sentiment: Short‑interest data released today shows an anomalous zero figure and 0.0 days to cover — the print looks erroneous and shouldn’t be interpreted as genuine investor positioning. (internal data entry)
• Negative Sentiment: Competitive and valuation concerns persist: multiple pieces contrast AMD with Nvidia (NVDA dominant in AI/data center) and warn of AI hype/valuation pressure, which can cap upside or increase volatility for AMD stock. Nvidia vs AMD: The 2026 AI Chip Showdown
• Negative Sentiment: Some coverage warns Samsung’s closer memory tie could allow Samsung to gain strategic leverage into AMD’s AI supply chain — framed as a potential competitive/partner risk. Samsung Just Found a Shocking New Way Into AMD’s AI Push

Institutional Investors Weigh In On Advanced Micro Devices

A number of institutional investors have recently added to or reduced their stakes in AMD. Norges Bank purchased a new position in Advanced Micro Devices in the fourth quarter worth $4,929,312,000. Jennison Associates LLC boosted its position in shares of Advanced Micro Devices by 181.6% during the 4th quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock worth $2,336,552,000 after purchasing an additional 7,035,991 shares in the last quarter. Cardano Risk Management B.V. purchased a new stake in shares of Advanced Micro Devices during the 4th quarter worth $1,000,783,000. Wellington Management Group LLP grew its stake in shares of Advanced Micro Devices by 335.9% during the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after purchasing an additional 3,735,807 shares during the period. Finally, Franklin Resources Inc. grew its stake in shares of Advanced Micro Devices by 340.1% during the 4th quarter. Franklin Resources Inc. now owns 4,747,834 shares of the semiconductor manufacturer’s stock worth $1,016,796,000 after purchasing an additional 3,669,054 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

About Representative Suozzi

Thomas Richard Suozzi (born August 31, 1962) is an American politician, attorney, and accountant serving as the U.S. representative for New York’s 3rd congressional district since 2024 and previously from 2017 to 2023. A member of the Democratic Party, he was the county executive of Nassau County on Long Island from 2002 to 2009, when he was unseated by Republican Ed Mangano. Before that, Suozzi served eight years as the mayor of Glen Cove in Nassau County.

In 2006, he ran unsuccessfully against Eliot Spitzer for the Democratic nomination for governor of New York. Suozzi was elected to the U.S. House of Representatives in 2016 and reelected in 2018 and 2020. He retired from Congress to run again for the Democratic gubernatorial nomination in 2022, losing to incumbent governor Kathy Hochul.

In October 2023, Suozzi announced that he would run for his old congressional seat in 2024.After Congress expelled George Santos that December, a special election to fill the remainder of the term was scheduled for February 13, 2024. Suozzi was selected as the Democratic nominee, and then won the special election, reclaiming the seat for Democrats.

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.