Aberdeen Group plc grew its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 0.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,511,165 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,388 shares during the period. Advanced Micro Devices makes up about 0.5% of Aberdeen Group plc’s investment portfolio, making the stock its 23rd largest position. Aberdeen Group plc owned approximately 0.09% of Advanced Micro Devices worth $323,631,000 at the end of the most recent reporting period.
A number of other institutional investors have also made changes to their positions in AMD. Koesten Hirschmann & Crabtree INC. increased its position in shares of Advanced Micro Devices by 61.0% during the third 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. ORG Wealth Partners LLC grew its stake in Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. PFS Partners LLC grew its stake in Advanced Micro Devices by 269.2% during the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer’s stock valued at $41,000 after purchasing an additional 140 shares in the last quarter. Aviso Financial Inc. increased its holdings in 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 purchasing an additional 160 shares during the last quarter. Finally, Delos Wealth Advisors LLC raised its position in shares of Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 100 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the sale, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were 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 approximately $62,679,337.38. This trade represents a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 239,392 shares of company stock valued at $50,016,383 in the last 90 days. Corporate insiders own 0.06% of the company’s stock.
Advanced Micro Devices Stock Performance
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its earnings results 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 company had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same period in the prior year, the company earned $1.09 earnings per share. The firm’s revenue was up 34.1% compared to the same quarter last year. Research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.
Wall Street Analyst Weigh In
Several research firms have recently commented on AMD. Rosenblatt Securities reiterated a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Evercore reaffirmed an “outperform” rating and issued a $358.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. DA Davidson upgraded shares of Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Wedbush reissued an “outperform” rating and set a $290.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $290.53.
Check Out Our Latest Stock Analysis on Advanced Micro Devices
Advanced Micro Devices News Roundup
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: March Steam Hardware Survey shows gains for AMD’s CPU and GPU share, supporting investor confidence in AMD’s consumer and gaming demand. TipRanks: AMD Stock Jumps Alongside Gains In the March 2026 Steam Hardware Survey
- Positive Sentiment: Wells Fargo added AMD to its Q2 Tactical Ideas List with an overweight stance and a high price target, which boosts institutional demand expectations ahead of earnings. Wall Street Flags Advanced Micro Devices as a Buy Before Earnings
- Positive Sentiment: Strategic partnerships (recently highlighted in buy‑side coverage) — the NAVER Cloud tie and broader collaborations with Samsung — strengthen AMD’s roadmap for AI/data‑center CPUs and accelerators and help secure memory/foundry supply. Advanced Micro Devices (AMD): Among the Stocks That Can Make You Richer in 2026
- Positive Sentiment: Broker upgrade: Erste Group raised AMD from Hold to Buy, adding fresh sell‑side momentum. Upgrades can trigger flows from model‑driven funds and momentum traders. Finviz: Erste Group Upgrade
- Positive Sentiment: Reports that hedge funds (e.g., D. E. Shaw) are building positions provide evidence of continued institutional accumulation. MSN: D. E. Shaw Is Loading Up on AMD
- Neutral Sentiment: AMD is a meaningful holding in several AI‑focused ETFs, which can amplify inflows when AI ETFs rally but also expose AMD to ETF‑level selling. MarketBeat: 3 AI ETFs That Let You Invest in the Entire AI Boom at Once
- Neutral Sentiment: Several bullish research pieces (Zacks, MarketBeat coverage) reiterate momentum/growth narratives for AMD; useful for sentiment but already baked into premium multiples. Zacks: Why AMD Is a Top Momentum Stock
- Neutral Sentiment: Reports that Ray Dalio trimmed his AMD stake are notable for headlines but represent a small portfolio move relative to overall institutional ownership. Yahoo: Ray Dalio Trims Stake
- Negative Sentiment: Cathie Wood’s firm sold roughly 57k AMD shares, which can pressure sentiment among retail/income‑sensitive strategies even if the size is modest. Barchart: Cathie Wood Ditches 57K AMD Shares
- Negative Sentiment: Geopolitical risk: Trump’s Iran remarks and related supply‑chain concerns briefly sparked a chip‑sector sell‑off earlier, creating headline‑driven volatility for AMD and peers. That risk can cause intra‑day whipsaw even as company fundamentals look strong. InvestorPlace: Trump’s Iran Update Spikes Volatility
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.
See Also
Receive News & Ratings for Advanced Micro Devices Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Advanced Micro Devices and related companies with MarketBeat.com's FREE daily email newsletter.
