Advanced Micro Devices, Inc. $AMD Shares Sold by AFG Fiduciary Services Limited Partnership

AFG Fiduciary Services Limited Partnership cut its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 21.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,691 shares of the semiconductor manufacturer’s stock after selling 4,265 shares during the period. Advanced Micro Devices makes up 0.2% of AFG Fiduciary Services Limited Partnership’s holdings, making the stock its 15th biggest holding. AFG Fiduciary Services Limited Partnership’s holdings in Advanced Micro Devices were worth $3,506,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of AMD. Koesten Hirschmann & Crabtree INC. increased its holdings in shares of Advanced Micro Devices by 61.0% during 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 last quarter. ORG Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares during the last quarter. Aviso Financial Inc. lifted its holdings in Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 160 shares during the last quarter. Delos Wealth Advisors LLC grew its position in Advanced Micro Devices by 100.0% in the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 100 shares during the period. Finally, Signature Resources Capital Management LLC increased its stake in Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after acquiring an additional 138 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $205.27 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The stock has a market capitalization of $334.67 billion, a price-to-earnings ratio of 77.46, a price-to-earnings-growth ratio of 0.75 and a beta of 1.98. The business has a 50-day moving average of $215.11 and a 200 day moving average of $210.75. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data 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 business had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.09 earnings per share. As a group, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Truist Financial set a $283.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. China Renaissance started coverage on shares of Advanced Micro Devices in a report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective on the stock. Wedbush reaffirmed an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Samsung signed an MOU to supply next‑gen HBM4 and discuss foundry services with AMD — a clear supply‑chain win that supports AMD’s upcoming MI455X accelerators and 6th‑Gen EPYC demand, easing a key bottleneck for AI GPUs. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD and Celestica unveiled the open‑standard Helios rack‑scale AI platform partnership — this can accelerate hyperscaler adoption, simplify deployments for customers, and strengthen AMD’s ecosystem versus closed stacks. As Celestica Partners with AMD
• Positive Sentiment: Micron’s blowout quarter highlights a supercharged AI memory cycle (HBM demand and pricing), which is a tailwind for AMD’s AI GPUs that require large HBM stacks — supports revenue/margin outlook for AI accelerators broadly. Micron’s Mic-Drop Quarter
• Positive Sentiment: AMD issued a public rebuttal around counterfeit Ryzen laptop stickers; the firm’s statement triggered a short‑term positive stock reaction — shows active brand/protection management and removed a specific near‑term overhang. AMD Stock Rises on a Counterfeit Ryzen Rebuttal
• Neutral Sentiment: RBC Capital kept a “Sector Perform” rating and $230 price objective — constructive for conviction in customer ramps (OpenAI, Meta) but not a bullish upgrade; an anchor for expectations. RBC Capital Maintains Sector Perform on AMD
• Neutral Sentiment: Reported short‑interest data this month shows anomalous zero/NaN figures — likely a reporting/data glitch, so not a meaningful signal for positioning.
• Negative Sentiment: Analysts flag Broadcom’s stronger near‑term AI revenue and hyperscaler demand as a preferable infrastructure play — a competitive risk that could shift incremental hyperscaler spend away from AMD. AMD vs. Broadcom
• Negative Sentiment: Sectorwide risks: reports of a helium shortage and other supply/operational shocks are weighing on chip stocks today, which can pressure AMD despite company‑specific positives. Why Are Semiconductor Chip Stocks Falling?
• Negative Sentiment: Nvidia is ramping H200 production in China and retains strong momentum — continued NVDA strength is the main competitive headwind for AMD in AI accelerators. Nvidia Restarts H200 Production

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred on 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 transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Lisa T. Su sold 85,000 shares of the business’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the transaction, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 239,392 shares of company stock valued at $50,016,383 in the last quarter. Corporate insiders own 0.06% of the company’s stock.

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.