Delaney Dennis R Sells 3,641 Shares of Advanced Micro Devices, Inc. $AMD

Delaney Dennis R lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,372 shares of the semiconductor manufacturer’s stock after selling 3,641 shares during the period. Advanced Micro Devices comprises approximately 2.3% of Delaney Dennis R’s investment portfolio, making the stock its 21st largest holding. Delaney Dennis R’s holdings in Advanced Micro Devices were worth $4,590,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. D Orazio & Associates Inc. grew its stake in Advanced Micro Devices by 7.0% in the third quarter. D Orazio & Associates Inc. now owns 2,137 shares of the semiconductor manufacturer’s stock valued at $346,000 after purchasing an additional 139 shares in the last quarter. ICICI Prudential Asset Management Co Ltd raised its stake in shares of Advanced Micro Devices by 22.6% during the 3rd quarter. ICICI Prudential Asset Management Co Ltd now owns 24,922 shares of the semiconductor manufacturer’s stock worth $4,032,000 after purchasing an additional 4,602 shares in the last quarter. King Luther Capital Management Corp boosted its holdings in shares of Advanced Micro Devices by 39.9% in the 3rd quarter. King Luther Capital Management Corp now owns 59,316 shares of the semiconductor manufacturer’s stock valued at $9,597,000 after buying an additional 16,915 shares during the last quarter. Avestar Capital LLC grew its stake in shares of Advanced Micro Devices by 2.7% in the third quarter. Avestar Capital LLC now owns 18,071 shares of the semiconductor manufacturer’s stock valued at $2,924,000 after buying an additional 482 shares in the last quarter. Finally, CFO4Life Group LLC grew its stake in shares of Advanced Micro Devices by 16.1% in the third quarter. CFO4Life Group LLC now owns 2,662 shares of the semiconductor manufacturer’s stock valued at $431,000 after buying an additional 370 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Trading Up 1.6%

Shares of AMD stock opened at $203.37 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a market capitalization of $331.58 billion, a PE ratio of 76.74, a price-to-earnings-growth ratio of 0.75 and a beta of 1.94. The firm has a 50 day moving average price of $219.89 and a two-hundred day moving average price of $206.65. 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 posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.09 earnings per share. As a group, analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Insider Buying and Selling at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’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 transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 271,892 shares of company stock valued at $58,476,908 in the last ninety days. 0.06% of the stock is currently owned by corporate insiders.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD agreed to backstop a roughly $300 million loan for Crusoe so the startup can buy AMD AI chips and deploy them in a new data center — a direct demand-support move that mirrors tactics used by rivals to accelerate large-scale customer deployments. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: Design-win momentum in India — including AMD’s Helios 200 MW AI blueprint and partnerships tied to Tata Group projects — gives AMD a large, fast-growing market for data-center EPYC/Instinct products. That supports longer-term revenue visibility. How AMD’s 200 MW Helios AI Data Center Blueprint in India Has Changed Its Investment Story
• Positive Sentiment: New rumors about upcoming processors (Olympic Ridge and Medusa Point) lifted buying interest — product-cycle speculation can drive short-term upside as traders price in refreshed server/AI CPU launches. AMD Stock Jumps on New Olympic Ridge and Medusa Point Rumors
• Positive Sentiment: Wall Street remains constructive: multiple buy/outperform ratings and a median 12‑month target well above current levels underpin bullish expectations for AI-driven data-center growth. Wall Street sets AMD stock price target for next 12 months
• Neutral Sentiment: Short-interest reports in the feed show anomalous zero figures (likely a reporting quirk) and do not currently indicate a material short squeeze or build-up. (No actionable link)
• Negative Sentiment: Insider selling has been active in recent months (many disclosed sales), which can be read as a cautionary signal to some investors and adds to near-term sentiment risk. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: AMD’s recent quarterly beat was offset by conservative forward guidance that sparked a prior sharp pullback; that guidance/volatility dynamic remains a short-term headwind. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Competitive moves (e.g., Nvidia’s growing partnerships such as with Meta) could pressure share gains in some hyperscaler deals, keeping competitive risk on the table. Nvidia pushes into Intel and AMD’s turf with a ‘multigenerational’ Meta deal

Analyst Ratings Changes

AMD has been the topic of several analyst reports. Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Loop Capital set a $290.00 price objective on shares of Advanced Micro Devices and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $345.00 target price on shares of Advanced Micro Devices in a report on Friday, January 30th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Stifel Nicolaus boosted their price target on Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average price target of $288.17.

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.