Lisa Su Sells 85,000 Shares of Advanced Micro Devices (NASDAQ:AMD) Stock

Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su sold 85,000 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total value of $16,895,450.00. Following the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at $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 Securities & Exchange Commission, which can be accessed through the SEC website.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $196.31 on Wednesday. The firm has a market capitalization of $320.07 billion, a price-to-earnings ratio of 74.08, a PEG ratio of 0.74 and a beta of 1.98. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The business has a 50 day simple moving average of $215.31 and a 200-day simple moving average of $210.87. 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 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 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 company posted $1.09 EPS. The company’s revenue for the quarter was up 34.1% compared to the same quarter last year. Equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform increases AMD’s go‑to‑market for Instinct accelerators and supports larger customer deployments. Helios AI Platform Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes legal overhang and provides AMD access to additional semiconductor IP — a near‑term de‑risk for product roadmaps. AMD Ties Up With Adeia
• Positive Sentiment: U.S. export‑policy reversal relaxes planned limits on advanced AI accelerators, widening AMD’s addressable market for Instinct GPUs and reducing regulatory uncertainty for international sales. US Export Reversal
• Positive Sentiment: Expanded manufacturing/assembly partnerships (Flex, Celestica) and moves to scale Instinct production improve supply visibility for large cloud orders. Assessing Flex Partnership
• Neutral Sentiment: Early RDNA 6/Zen 6 / RDNA 5 leaks and benchmark snippets suggest potential product performance gains, but final silicon, power and partner wins will determine real commercial impact. Zen 6 / RDNA Leak
• Neutral Sentiment: Reported short‑interest data shows no meaningful change, so short‑position dynamics are not a driver of today’s move.
• Neutral Sentiment: Many analysts remain constructive on AMD’s AI growth (several buy/overweight notes and raised targets), which supports longer‑term upside even amid near‑term volatility. Analysts Stay Bullish
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at reported average price), part of broader insider selling disclosed recently — an item that can weigh on near‑term investor sentiment. SEC filing: Insider Sale Filing
• Negative Sentiment: Competitive moves and product announcements at NVIDIA’s GTC (and related partner news like Samsung’s foundry ties) sharpen execution and feature comparisons, pressuring sentiment for AMD until competitive benchmarks and design wins are confirmed. NVIDIA GTC Competitive Pressure
• Negative Sentiment: Macro/headline risk (oil‑supply disruptions) has hit chip stocks broadly, creating transient volatility that can pull AMD lower even when company‑specific fundamentals remain constructive. Oil Disruptions and Chip Stocks

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of AMD. Vanguard Group Inc. lifted its holdings in shares of Advanced Micro Devices by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after buying an additional 2,525,109 shares during the period. State Street Corp increased its stake in shares of Advanced Micro Devices by 1.5% during the fourth quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock valued at $16,044,712,000 after buying an additional 1,094,835 shares during the period. Geode Capital Management LLC raised its holdings in shares of Advanced Micro Devices by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock valued at $8,015,897,000 after acquiring an additional 287,525 shares in the last quarter. Norges Bank bought a new stake in shares of Advanced Micro Devices in the fourth quarter valued at about $4,929,312,000. Finally, Price T Rowe Associates Inc. MD lifted its stake in Advanced Micro Devices by 0.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock worth $4,352,864,000 after acquiring an additional 55,969 shares during the period. Institutional investors own 71.34% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on AMD. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Rosenblatt Securities reiterated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. KeyCorp reissued an “overweight” rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. DA Davidson raised shares of Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Finally, Raymond James Financial initiated coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

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.