Advanced Micro Devices, Inc. $AMD Shares Sold by Cullen Investment Group LTD.

Cullen Investment Group LTD. cut its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 30.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,172 shares of the semiconductor manufacturer’s stock after selling 7,243 shares during the period. Cullen Investment Group LTD.’s holdings in Advanced Micro Devices were worth $3,286,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. ORG Wealth Partners LLC boosted its stake in Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. increased its stake in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 61 shares during the last quarter. Aviso Financial Inc. raised its holdings in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 160 shares during the period. Delos Wealth Advisors LLC boosted its position in shares of Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Advanced Micro Devices during the 2nd quarter valued at about $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Reports that AMD (with Intel) is raising CPU prices — a sign of regained pricing power that should flow to higher gross margins and free cash flow. AMD and Intel Are Leading a Chip Stock Rally
• Positive Sentiment: Advanced talks to supply ~10,000 MI355 AI accelerators to Upstage — a material commercial win in Korea that supports AMD’s AI accelerator TAM expansion and international traction. AMD AI Deal Talks With Upstage
• Positive Sentiment: Underlying fundamentals and recent earnings strength (revenue and EPS beats) continue to support the bull case heading into upcoming reports and MI450/MI450‑era launches. Stock Market Today: AMD Rises After CPU Price Increase Reports
• Neutral Sentiment: Macro and headline-driven market moves (ceasefire hopes / broader chip rally) are boosting semiconductor stocks broadly — tailwind for AMD but increases market correlation and volatility. Dow Jones Futures Fall: Market Fades Amid Iran War Deal Hopes
• Neutral Sentiment: Policy exposure — AMD’s executive-level engagement in broader AI advisory discussions adds visibility on AI policy but the near-term commercial impact is uncertain. Trump Names Tech Execs to AI Advisory Council
• Negative Sentiment: Analyst divergence: some firms (e.g., Bernstein commentary) favor Nvidia/Broadcom over AMD, urging caution — this can cap multiple expansion or prompt relative underperformance if sentiment shifts. Bernstein Weighs In on AI Chip Stocks
• Negative Sentiment: Supply constraints in CPUs and HBM components are being reported and could limit shipments or delay deployments even as demand soars — a risk to near-term revenue growth if AMD cannot scale. Intel, AMD’s CPU Supply Constraints Impacting PC, Server Makers
• Negative Sentiment: New competition risk: Arm’s move to sell its own high‑performance server CPUs could pressure long‑term pricing and share in certain server segments. Arm to Sell Its Own Chips

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $220.27 on Thursday. The company’s 50 day simple moving average is $214.59 and its 200-day simple moving average is $212.43. 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, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a market capitalization of $359.13 billion, a price-to-earnings ratio of 83.12, a price-to-earnings-growth ratio of 0.77 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter last year, the company posted $1.09 EPS. The firm’s quarterly revenue was up 34.1% on a year-over-year basis. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 239,392 shares of company stock valued at $50,016,383. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on AMD shares. KeyCorp restated an “overweight” rating and set a $330.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Wedbush reiterated an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Evercore restated an “outperform” rating and set a $358.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Morgan Stanley reduced their price target on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price 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.