Thomas Story & Son LLC Has $14.71 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Thomas Story & Son LLC trimmed its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 12.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 68,673 shares of the semiconductor manufacturer’s stock after selling 9,738 shares during the period. Advanced Micro Devices comprises about 5.5% of Thomas Story & Son LLC’s portfolio, making the stock its 3rd largest holding. Thomas Story & Son LLC’s holdings in Advanced Micro Devices were worth $14,707,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. ORG Wealth Partners LLC increased its holdings in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. grew its stake in shares of Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 61 shares during the period. Aviso Financial Inc. grew its stake 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 valued at $32,000 after purchasing an additional 160 shares during the period. Delos Wealth Advisors LLC grew its stake 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 purchasing an additional 100 shares during the period. Finally, Signature Resources Capital Management LLC grew its stake in shares of Advanced Micro Devices by 170.4% during the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after purchasing an additional 138 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong foundry read‑through — TSMC’s blowout quarter and raised growth guidance lifted the whole semiconductor complex and acted as a catalyst for AMD’s rally, supporting demand for AMD’s MI350/MI450 accelerators and EPYC roadmap. AMD Rips Higher As TSMC’s Blowout Guide Lights Up The Stock
• Positive Sentiment: Sovereign‑AI and commercial deals — A multi‑year collaboration with the French government and related AI initiatives are being cited as proof AMD is winning strategic, big‑ticket data‑center and sovereign compute deals. That deal helped drive fresh buying and all‑time highs. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment
• Positive Sentiment: Momentum & analyst support — Multiple outlets note record highs and analyst target raises (Bernstein and others), reinforcing momentum traders and institutional demand ahead of AMD’s May earnings. AMD Stock Rally Pushes the Chipmaker to a New All-Time High
• Neutral Sentiment: Macro tailwinds — Risk‑on markets (e.g., easing Middle East tensions) and a broad tech rebound are amplifying chip rallies; these are supportive but not company‑specific. Investing.com’s stocks of the week
• Negative Sentiment: Competitive pressure — Intel’s new Core Series 3 mobile chips (18A process, AI features) signal Intel is pushing AI/efficiency gains in mobile/low‑end segments; it’s a reminder competition spans multiple markets. Can Intel’s Core Series 3 Processors Launch Boost Its Profits?
• Negative Sentiment: Nvidia still dominant in some views — Oppenheimer’s call of Nvidia as a top pick underscores continued confidence that Nvidia’s Blackwell line keeps it ahead in key AI workloads, which could limit how much AMD can capture vs. NVDA. Oppenheimer Calls Nvidia ‘Top Pick’ as Blackwell Chips Keep AMD, Intel Behind
• Negative Sentiment: Noise and unmet expectations — Short‑term rumors (Ryzen comeback) and continued executive/insider sales have produced occasional pullbacks and skepticism; such headlines can trigger profit‑taking even during a broader uptrend. AMD Slips Despite Ryzen Comeback Rumors

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on AMD shares. KeyCorp restated an “overweight” rating and set a $330.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Benchmark restated a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Citigroup cut their price target on Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Finally, Morgan Stanley cut 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, thirty have issued a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $291.03.

Advanced Micro Devices Trading Up 0.0%

Shares of NASDAQ:AMD opened at $278.39 on Friday. The stock has a 50 day moving average of $212.61 and a 200 day moving average of $220.55. The company has a market cap of $453.87 billion, a PE ratio of 105.05, a price-to-earnings-growth ratio of 1.03 and a beta of 1.96. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $83.75 and a 12-month high of $281.05.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the company posted $1.09 EPS. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Buying and Selling

In related news, EVP Mark D. Papermaster sold 27,109 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $275.00, for a total transaction of $7,454,975.00. Following the completion of the transaction, the executive vice president directly owned 1,267,357 shares in the company, valued at approximately $348,523,175. The trade was a 2.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the transaction, the executive vice president 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 273,352 shares of company stock valued at $59,173,070. Insiders own 0.50% of the company’s stock.

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.