West Wealth Group LLC raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 435.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,888 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,975 shares during the quarter. West Wealth Group LLC’s holdings in Advanced Micro Devices were worth $1,047,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of AMD. Brighton Jones LLC grew its position in Advanced Micro Devices by 178.2% in 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 grew its position in Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its position in Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after acquiring an additional 2,970 shares in the last quarter. United Bank boosted its stake in shares of Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after buying an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after buying an additional 7,228 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: TSMC’s blowout guide and upbeat outlook lifted semiconductor sentiment and is a direct read‑through for AMD because TSMC makes AMD’s MI350/MI450 accelerators and next‑gen EPYC CPUs. Strong foundry demand supports higher revenue expectations for AMD. AMD Rips Higher As TSMC’s Blowout Guide Lights Up The Stock
- Positive Sentiment: New multi‑year collaboration with the French government (hardware, software, training and an exascale project) boosts AMD’s sovereign‑AI and data‑center positioning — a tangible near‑term customer/PR win. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment
- Positive Sentiment: Wall Street bullishness and price‑target lifts (including Bernstein and other analysts raising targets/ratings) are reinforcing the rally and drawing momentum buying. ‘Keep Buying,’ Says Top Analyst as AMD Stock Hits New High
- Positive Sentiment: Product catalysts: continued excitement around AMD’s MI450 accelerator (and MI350 traction) — if real-world performance matches expectations, that materially increases AMD’s AI server TAM. AMD’s MI450 Chip Could Change Everything for the Stock. Here’s What Investors Need to Know Before It Launches.
- Positive Sentiment: Strategic investments: AMD joined Qualcomm and Arm in a funding round for self‑driving startup Wayve — signals AMD is investing in adjacent AI/edge use cases that can expand long‑term demand. Wayve Snags $60M In New Investments from AMD, Qualcomm, and Arm
- Neutral Sentiment: Media pieces comparing AMD/NVIDIA performance are driving narrative flows (debates about who wins AI datacenter share). These stories increase attention but don’t change fundamentals immediately. Nvidia Stock Is Being Crushed by AMD, Intel. Why It’s Still a Winner.
- Neutral Sentiment: Momentum/technical signals: AMD has extended a multi‑day winning streak and hit record highs, which attracts momentum traders but raises overbought/correction risk. AMD Stock Surges to Record High With Unprecedented 12-Day Rally
- Neutral Sentiment: Some technical commentators warn the stock looks overbought, suggesting short‑term volatility even if fundamentals remain strong. AMD Stock Is in Overbought Territory. Is It Too Late to Snag Shares Now?
- Negative Sentiment: Certain high‑profile managers (e.g., Cathie Wood) have trimmed AMD positions — presented as rebalancing, but such headlines can sap momentum and trigger short‑term selling. Cathie Wood Keeps Selling AMD Stock. Why, and Should You?
- Negative Sentiment: Insider selling has been notable in recent filings (large executive sales), which some investors view as a cautionary signal even if sales may be for diversification/liquidity. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment
Analyst Upgrades and Downgrades
View Our Latest Stock Report on Advanced Micro Devices
Insiders Place Their Bets
In related news, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 240,243 shares of company stock worth $50,184,855 in the last three months. 0.50% of the stock is owned by company insiders.
Advanced Micro Devices Price Performance
AMD stock opened at $278.26 on Friday. The business has a 50 day moving average price of $211.21 and a 200 day moving average price of $219.74. The stock has a market cap of $453.66 billion, a price-to-earnings ratio of 105.00, a PEG ratio of 0.95 and a beta of 1.96. Advanced Micro Devices, Inc. has a fifty-two week low of $83.75 and a fifty-two week high of $279.34. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its earnings results 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. The firm 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%.The firm’s revenue was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.09 earnings per share. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.
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.
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