Generali Investments CEE investicni spolecnost a.s. Sells 44,601 Shares of Advanced Micro Devices, Inc. $AMD

Generali Investments CEE investicni spolecnost a.s. trimmed its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 41.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,206 shares of the semiconductor manufacturer’s stock after selling 44,601 shares during the quarter. Advanced Micro Devices accounts for 0.9% of Generali Investments CEE investicni spolecnost a.s.’s investment portfolio, making the stock its 22nd largest holding. Generali Investments CEE investicni spolecnost a.s.’s holdings in Advanced Micro Devices were worth $13,322,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Koesten Hirschmann & Crabtree INC. increased its stake in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 61 shares in the last quarter. ORG Wealth Partners LLC lifted its stake 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 buying an additional 46 shares in the last quarter. Aviso Financial Inc. lifted its stake in shares of Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares in the last quarter. Delos Wealth Advisors LLC grew its holdings in shares of Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 100 shares during the last quarter. Finally, Signature Resources Capital Management LLC increased its position in shares of Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after acquiring an additional 138 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors.

Key Advanced Micro Devices News

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

• Positive Sentiment: AI-driven CPU/GPU pricing power — reports that AMD (and peers) can raise CPU prices amid AI data‑center demand are supporting upside to margins and free cash flow, a core reason investors have bid the stock higher recently. The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks
• Positive Sentiment: Product & ecosystem momentum — AMD’s push into AI stacks (MI450 accelerators) and a new AMD‑optimized Rocky Linux release with CIQ simplify deployments for customers, strengthening the company’s data‑center roadmap and long‑term TAM. AMD Linux Push With CIQ Adds New Angle To AI Investment Story
• Positive Sentiment: Analyst/institutional backdrop — continued buy‑side research, modest upward earnings tweaks and multiple analyst price targets boost conviction that AMD’s AI/data‑center growth can drive meaningful upside beyond current year multiples. 5 April Buys With Double-Digit Year-End Targets
• Neutral Sentiment: Market commentary & momentum trades — bullish technical narratives and articles projecting multi‑year targets keep trading interest elevated, but much of that upside is speculative and tied to execution. AMD Stock Gets a Boost From Incoming CPU Price Hikes
• Negative Sentiment: Geopolitical risk and macro headlines — escalation in the Middle East has hit semiconductors broadly, prompting risk‑off flows that can pressure demand expectations and multiples for AMD and peers. Semiconductor Chip Stocks Slump As Middle East War Hits Day 28
• Negative Sentiment: Large fund selling / flows — high‑profile asset managers trimmed chip positions (including AMD), which can amplify short‑term downside when flows turn against the sector. ARK Invest Dumps $84M in Meta, Nvidia and Chip Stocks
• Negative Sentiment: Product/support & regulatory risk — gamer calls for FSR4 support on older GPUs and advancing U.S. export-control legislation (Chip Security Act) add execution and addressable‑market uncertainty that can weigh on near‑term sentiment. AMD Stock Slips as Gamers Call for FSR 4 Support Chip Security Act Puts AMD Export Controls And Valuation In Focus

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the sale, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

AMD has been the topic of a number of analyst reports. China Renaissance started coverage on shares of Advanced Micro Devices in a report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price on the stock. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Truist Financial set a $283.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. Morgan Stanley lowered their price objective on 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. Finally, Wedbush restated an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. One 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 MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Advanced Micro Devices Stock Down 0.9%

Shares of NASDAQ:AMD opened at $201.99 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a market capitalization of $329.33 billion, a PE ratio of 76.22, a price-to-earnings-growth ratio of 0.77 and a beta of 1.98. The business has a fifty day moving average price of $213.51 and a two-hundred day moving average price of $212.73. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS 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 return on equity of 8.84% and a net margin of 12.52%.The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.09 EPS. Analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current 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.