Cache Advisors LLC Boosts Position in Advanced Micro Devices, Inc. $AMD

Cache Advisors LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 162.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,988 shares of the semiconductor manufacturer’s stock after buying an additional 2,470 shares during the period. Cache Advisors LLC’s holdings in Advanced Micro Devices were worth $854,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Koesten Hirschmann & Crabtree INC. increased its stake in Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 61 shares during the period. ORG Wealth Partners LLC increased its stake in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the period. PFS Partners LLC increased its stake in Advanced Micro Devices by 269.2% in the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer’s stock worth $41,000 after buying an additional 140 shares during the period. Aviso Financial Inc. increased its stake in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 160 shares during the period. Finally, Delos Wealth Advisors LLC increased its stake in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 100 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Analyst support: Wells Fargo’s continued Overweight call (and other bullish analyst notes) has been cited as a catalyst for buying interest, reinforcing the view that AMD will capture meaningful AI/data‑center share. Wells Fargo Maintains Overweight Rating for Advanced Micro Devices (AMD)
• Positive Sentiment: AI demand and “gigawatt” megadeals: coverage highlighting surging demand for AI infrastructure and AMD’s exposure to agentic AI projects supports expectations for accelerating data‑center revenue growth. AMD’s Stock Momentum Climbs As ‘Agentic AI’ And Gigawatt Megadeals Fuel Surge
• Positive Sentiment: Industry validation for hardware boom: reports noting strong server/memory demand (e.g., Foxconn/Samsung strength) help the narrative that AMD stands to benefit from robust AI hardware spending. Apple’s Silent Partner Just Validated the Hardware Boom (AMD)
• Positive Sentiment: Institutional buying: filings and fund updates show some institutions increasing AMD positions (e.g., Eastern Bank additions), which can support price momentum. Fund Update: EASTERN BANK Just Disclosed New Holdings
• Neutral Sentiment: Earnings cadence: AMD set its Q1 FY2026 results release for May 5 — a near‑term event that could drive volatility as investors update expectations. AMD to Report Fiscal First Quarter 2026 Financial Results
• Neutral Sentiment: Diverging analyst views and targets: while several firms remain bullish (high targets from some boutiques), other houses (e.g., Citi) trimmed price targets, producing mixed signals on near‑term upside. Citigroup Lowers Advanced Micro Devices (NASDAQ:AMD) Price Target to $248.00
• Negative Sentiment: High‑profile selling: notable sales by investors/managers — including reported Cathie Wood selling and ongoing insider dispositions (some pre‑arranged) — can create headlines and short‑term pressure even if sales are part of planned programs. Massive News: Cathie Wood Just Unloaded This Huge AI Semiconductor Stock Mark D. Papermaster Insider Sale
• Negative Sentiment: Longer‑term competitive risk: coverage noting hyperscalers shifting to Arm‑based custom chips is a structural risk for x86 providers like AMD if cloud providers accelerate proprietary silicon spending. Hyperscalers Shift To Arm Chips What It Means For AMD Valuation

Advanced Micro Devices Stock Up 4.6%

Shares of Advanced Micro Devices stock opened at $231.82 on Thursday. The firm’s 50 day moving average price is $208.21 and its 200-day moving average price is $216.26. 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, Inc. has a 52-week low of $78.87 and a 52-week high of $267.08. The company has a market cap of $377.95 billion, a P/E ratio of 87.48, a PEG ratio of 0.82 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter in the previous year, the firm earned $1.09 EPS. The company’s quarterly revenue was up 34.1% compared to the same quarter last year. On average, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the transaction, the executive vice president directly owned 129,598 shares in the company, valued at approximately $26,550,742.26. The trade was a 5.47% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 242,685 shares of company stock worth $50,757,308. 0.06% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Rosenblatt Securities reissued a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Wells Fargo & Company reissued an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a research report on Friday, January 30th. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Finally, Mizuho raised their target price on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average target price of $290.19.

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.