Ethos Capital Management Inc. Acquires Shares of 8,516 Advanced Micro Devices, Inc. $AMD

Ethos Capital Management Inc. acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 8,516 shares of the semiconductor manufacturer’s stock, valued at approximately $1,824,000. Advanced Micro Devices makes up 1.7% of Ethos Capital Management Inc.’s portfolio, making the stock its 13th largest position.

Several other large investors have also bought and sold shares of AMD. Brighton Jones LLC lifted its stake in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares during the last quarter. United Bank increased its position in shares of Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after purchasing an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Insider Transactions at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated 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 sale, the senior vice president 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 position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, 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. In the last quarter, insiders sold 239,392 shares of company stock worth $50,016,383. Insiders own 0.50% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Wells Fargo reiterated an Overweight rating and kept a $345 price target, reinforcing investor optimism that AMD will capture outsized data‑center and AI upside. Wells Fargo Maintains Overweight for AMD
• Positive Sentiment: Citi placed AMD on a 30‑day “catalyst watch,” citing AI CPU demand and favorable pricing trends — a near‑term bullish signal that helped lift the stock. Citi Puts AMD On Catalyst Watch
• Positive Sentiment: Industry flow data and corporate results (e.g., Foxconn/Samsung reporting AI‑driven server and memory demand) support a broad AI hardware build‑out that benefits AMD’s compute and GPU roadmap. Samsung Beats High Estimates After AI Chip Sales
• Positive Sentiment: Institutional flows: Eastern Bank disclosed a material addition to its AMD position, signaling fresh buyer interest from a money manager. Eastern Bank Adds AMD Shares
• Neutral Sentiment: Standards and memory forums (JEDEC) and new memory‑software entrants (MEXT) are highlighting supply/architecture changes in memory — relevant to AMD’s HBM needs but not immediate earnings drivers. JEDEC Announces May 2026 Forums MEXT Introduces Predictive Memory
• Negative Sentiment: Citigroup trimmed its price target to $248 (neutral rating), adding near‑term valuation pressure and contributing to mixed analyst signals. Citigroup Lowers AMD Price Target
• Negative Sentiment: Longer‑term structural risk: reports that hyperscalers are shifting some AI server spend to Arm‑based custom CPUs could reduce x86 server CPU demand and weigh on AMD’s data‑center growth assumptions. Hyperscalers Shift To Arm Chips
• Negative Sentiment: Leak‑driven uncertainty: new reports about PlayStation 6 chip validation created short‑term volatility and a pullback in the stock despite the strategic win. AMD Stock Sinks After PlayStation 6 Leak
• Negative Sentiment: Insider selling remains heavy (multiple exec sales reported), which some investors view as a governance/near‑term sentiment headwind. QuiverQuant AMD Insider & Analyst Summary

Advanced Micro Devices Trading Up 0.6%

Shares of AMD opened at $221.53 on Wednesday. The business has a 50-day moving average of $208.63 and a 200 day moving average of $216.15. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The firm has a market cap of $361.17 billion, a P/E ratio of 83.60, a price-to-earnings-growth ratio of 0.82 and a beta of 1.96. 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 announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share 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 company had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter last year, the firm posted $1.09 EPS. The firm’s revenue for the quarter was up 34.1% on a year-over-year basis. As a group, research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on AMD shares. Citigroup decreased their target price on Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating for the company in a research report on Monday. Sanford C. Bernstein set a $235.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. Rosenblatt Securities reaffirmed a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Morgan Stanley decreased their target price 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. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $290.19.

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.