Community Trust & Investment Co. Sells 4,202 Shares of Advanced Micro Devices, Inc. $AMD

Community Trust & Investment Co. reduced its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 152,411 shares of the semiconductor manufacturer’s stock after selling 4,202 shares during the quarter. Advanced Micro Devices makes up approximately 1.7% of Community Trust & Investment Co.’s holdings, making the stock its 12th biggest position. Community Trust & Investment Co.’s holdings in Advanced Micro Devices were worth $32,640,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Assenagon Asset Management S.A. lifted its position in shares of Advanced Micro Devices by 104.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after purchasing an additional 3,059,935 shares in the last quarter. Diversified Trust Co. boosted its holdings in Advanced Micro Devices by 2.7% during the fourth quarter. Diversified Trust Co. now owns 22,822 shares of the semiconductor manufacturer’s stock worth $4,888,000 after purchasing an additional 593 shares during the last quarter. Westview Management dba Westview Investment Advisors bought a new position in Advanced Micro Devices in the fourth quarter valued at $2,384,000. Graves Light Lenhart Wealth Inc. acquired a new stake in Advanced Micro Devices in the 4th quarter valued at $207,000. Finally, 180 Wealth Advisors LLC increased its stake in Advanced Micro Devices by 19.6% in the 4th quarter. 180 Wealth Advisors LLC now owns 8,045 shares of the semiconductor manufacturer’s stock valued at $1,723,000 after buying an additional 1,320 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

AMD has been the subject of a number of recent research reports. Royal Bank Of Canada restated a “sector perform” rating and set a $230.00 price objective on shares of Advanced Micro Devices in a research note on Monday, March 16th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Benchmark reiterated a “buy” rating and set a $325.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Finally, Morgan Stanley decreased their price target on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. 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 stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices Stock Up 0.7%

Shares of AMD stock opened at $202.68 on Tuesday. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The stock has a market cap of $330.45 billion, a price-to-earnings ratio of 76.48, a PEG ratio of 0.76 and a beta of 1.98. The firm’s 50-day moving average is $214.97 and its 200-day moving average is $212.00. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter last year, the company posted $1.09 earnings per share. Sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD is in talks to sell up to 10,000 MI-series AI accelerators to South Korean AI startup Upstage, a potential revenue and design-win catalyst that would help diversify AI GPU demand away from Nvidia in Korea. AI Startup Upstage Looking at Buying 10,000 AMD Chips in Korea
• Positive Sentiment: AMD joined the Optical Compute Interconnect (OCI) multi‑source agreement alongside hyperscalers and peers, positioning it to influence data‑center interconnect standards — a strategic plus for future hyperscaler GPU deployments. AMD Joins OCI Group As Optical AI Standard Shapes Valuation Debate
• Positive Sentiment: AMD and Samsung have a memorandum of understanding to deepen memory-supply ties and explore foundry cooperation — this could ease high-bandwidth memory (HBM) constraints that are a gating factor for AI GPU shipments. Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
• Positive Sentiment: Market commentary is bullish on AMD’s upcoming MI450 GPU family and longer‑term AI datacenter opportunity; analysts and MarketBeat pieces argue MI450 launches could materially accelerate revenue and market share over 2026–2027. Advanced Micro Devices Profile & MI450 Coverage
• Positive Sentiment: Short‑term demand signals: a reported Ryzen price cut and talk of an upcoming refresh pushed trading optimism—price cuts can boost unit sales ahead of a refresh cycle. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Sector tailwind: easing geopolitical tensions boosted chip names broadly (Nvidia, AMD), providing short‑term market support but not altering company fundamentals. Nvidia, AMD Rally As War Fears Ease
• Neutral Sentiment: New AI inference platforms (e.g., Gimlet Labs’ multi‑silicon cloud) highlight multi‑vendor demand for inference hardware — a potential incremental market for AMD but uncertain in timing/scale. AI Inference Software Innovator Gimlet Labs Ushers in New Era
• Neutral Sentiment: Short‑interest data released today shows an anomalous zero figure and 0.0 days to cover — the print looks erroneous and shouldn’t be interpreted as genuine investor positioning. (internal data entry)
• Negative Sentiment: Competitive and valuation concerns persist: multiple pieces contrast AMD with Nvidia (NVDA dominant in AI/data center) and warn of AI hype/valuation pressure, which can cap upside or increase volatility for AMD stock. Nvidia vs AMD: The 2026 AI Chip Showdown
• Negative Sentiment: Some coverage warns Samsung’s closer memory tie could allow Samsung to gain strategic leverage into AMD’s AI supply chain — framed as a potential competitive/partner risk. Samsung Just Found a Shocking New Way Into AMD’s AI Push

Insiders Place Their Bets

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of the firm’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 sale, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at $625,331,612.62. This trade represents a 2.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 239,392 shares of company stock valued at $50,016,383. Corporate insiders own 0.06% of the company’s stock.

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.