Coldstream Capital Management Inc. Has $6.51 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Coldstream Capital Management Inc. boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,261 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,691 shares during the period. Coldstream Capital Management Inc.’s holdings in Advanced Micro Devices were worth $6,514,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

AMD has been the topic of a number of research analyst reports. Rosenblatt Securities reaffirmed a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Morgan Stanley lowered their price objective on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Jefferies Financial Group reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, Truist Financial set a $283.00 target price on Advanced Micro Devices in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Samsung MOU to supply HBM4 and optimized DRAM for AMD’s next‑gen Instinct MI455X and EPYC chips reduces a key AI‑memory bottleneck and opens talks on foundry services — a direct supply‑chain win for AMD’s data‑center ramp. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD + Celestica announced the open‑standard Helios rack‑scale AI platform (built around AMD Instinct accelerators), which can broaden AMD’s route into hyperscale and enterprise deployments and reduce customer lock‑in. AMD and Celestica Bring Helios
• Positive Sentiment: Multiple reports and analyst commentary (including post‑GTC reads) suggest the AI infrastructure cycle is expanding and AMD’s open‑standards/MI455X memory advantage could win hyperscaler designs — reinforcing the bull case for share gains in servers and AI. The Nvidia GTC Has Been Very Bullish For AMD
• Neutral Sentiment: Product leaks/refreshes (Ryzen/ZEN and RDNA 5) show R&D progress that could help PC and GPU cycles, but final performance, partner wins and timing remain uncertain. AMD Stock Jumps on Ryzen Leak
• Neutral Sentiment: Reported short‑interest data show no meaningful build, so short dynamics are not driving the move.
• Negative Sentiment: CEO Lisa Su’s sale of 85,000 shares (~$16.9M) is disclosed and can weigh on near‑term sentiment even if it’s routine diversification. Insider Sale SEC Filing
• Negative Sentiment: Macro and competitive risks persist — oil‑supply shocks and continued Nvidia momentum (and China export/licensing dynamics) could increase volatility and cap upside if growth expectations are trimmed. Oil Supply Disruptions and Chip Stocks

Insider Transactions at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the transaction, the senior vice president owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock valued at $50,016,383 over the last ninety days. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $199.46 on Thursday. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company has a market cap of $325.20 billion, a PE ratio of 75.27, a P/E/G ratio of 0.74 and a beta of 1.98. The stock has a 50-day moving average of $215.10 and a 200-day moving average of $210.79. 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 announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping 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 business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the company earned $1.09 earnings per share. The company’s quarterly revenue was up 34.1% on a year-over-year basis. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal 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.