ArrowMark Colorado Holdings LLC Has $8.74 Million Stake in Advanced Micro Devices, Inc. $AMD

ArrowMark Colorado Holdings LLC trimmed its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 29.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 54,000 shares of the semiconductor manufacturer’s stock after selling 23,000 shares during the period. ArrowMark Colorado Holdings LLC’s holdings in Advanced Micro Devices were worth $8,737,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. HHM Wealth Advisors LLC lifted its stake in Advanced Micro Devices by 2.4% during the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after acquiring an additional 40 shares in the last quarter. HBK Sorce Advisory LLC raised its position in Advanced Micro Devices by 0.3% in the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after acquiring an additional 43 shares during the period. Wilmington Savings Fund Society FSB boosted its stake in Advanced Micro Devices by 0.5% in the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after acquiring an additional 43 shares during the last quarter. Moseley Investment Management Inc. lifted its position in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after buying an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC boosted its holdings in Advanced Micro Devices by 2.6% in the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after buying an additional 44 shares during the period. Institutional investors own 71.34% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Insider Buying and Selling at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This trade represents a 3.81% decrease in their position. The transaction 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 firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 154,392 shares of company stock worth $33,120,933 in the last ninety days. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Down 2.2%

Shares of AMD opened at $193.39 on Monday. The company has a market capitalization of $315.30 billion, a PE ratio of 72.98, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98. The business’s 50 day moving average is $216.16 and its 200 day moving average is $210.44. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate 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 business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter in the previous year, the company earned $1.09 EPS. The business’s quarterly revenue was up 34.1% compared to the same quarter last year. Research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms recently issued reports on AMD. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. DA Davidson upgraded Advanced Micro Devices to a “hold” rating in a report on Friday, February 13th. Wells Fargo & Company restated an “overweight” rating and set a $345.00 price target on shares of Advanced Micro Devices in a report on Friday, January 30th. China Renaissance started coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price target on the stock. Finally, Morgan Stanley cut their price target on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research note 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 issued a Hold rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $290.53.

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.