Beacon Investment Advisory Services Inc. Decreases Stake in Advanced Micro Devices, Inc. $AMD

Beacon Investment Advisory Services Inc. trimmed its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 6.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 153,925 shares of the semiconductor manufacturer’s stock after selling 9,840 shares during the period. Advanced Micro Devices comprises about 1.3% of Beacon Investment Advisory Services Inc.’s portfolio, making the stock its 19th biggest position. Beacon Investment Advisory Services Inc.’s holdings in Advanced Micro Devices were worth $32,965,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of Advanced Micro Devices by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after purchasing an additional 1,348,892 shares during the last quarter. State Street Corp lifted its holdings in Advanced Micro Devices by 2.4% during the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after buying an additional 1,755,182 shares during the last quarter. Amundi boosted its position in shares of Advanced Micro Devices by 17.5% during the 3rd quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after acquiring an additional 2,012,865 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Advanced Micro Devices by 6.5% in the 3rd quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock valued at $2,159,640,000 after acquiring an additional 813,844 shares during the last quarter. Finally, Legal & General Group Plc increased its holdings in shares of Advanced Micro Devices by 1.7% in the 3rd quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer’s stock valued at $1,873,385,000 after acquiring an additional 191,590 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Activity

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction on 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 transaction, the executive vice president directly owned 129,598 shares of the company’s stock, valued at approximately $26,550,742.26. The trade was a 5.47% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 239,392 shares of company stock valued at $50,016,383. Corporate insiders own 0.06% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

Analyst Ratings Changes

A number of equities analysts recently issued reports on AMD shares. Mizuho upped their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. The Goldman Sachs Group increased their target price on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. DA Davidson raised shares of Advanced Micro Devices to a “hold” rating in a research report on Friday, February 13th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday, January 30th. Finally, Wedbush reissued an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a 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 assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $290.53.

Advanced Micro Devices Price Performance

AMD opened at $201.99 on Monday. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The business has a 50 day moving average price of $213.51 and a two-hundred day moving average price of $213.50. 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 company has a market cap of $329.33 billion, a PE ratio of 76.22, a P/E/G ratio of 0.76 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same period last year, the business posted $1.09 EPS. The company’s revenue was up 34.1% on a year-over-year basis. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices 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.