Advanced Micro Devices, Inc. $AMD Shares Sold by Private Wealth Partners LLC

Private Wealth Partners LLC decreased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 112,017 shares of the semiconductor manufacturer’s stock after selling 10,257 shares during the quarter. Advanced Micro Devices comprises 1.7% of Private Wealth Partners LLC’s holdings, making the stock its 18th biggest position. Private Wealth Partners LLC’s holdings in Advanced Micro Devices were worth $23,990,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Legacy Advisors LLC increased its stake in Advanced Micro Devices by 33.2% during the 4th quarter. Legacy Advisors LLC now owns 2,808 shares of the semiconductor manufacturer’s stock valued at $601,000 after purchasing an additional 700 shares in the last quarter. Purus Wealth Management LLC increased its stake in shares of Advanced Micro Devices by 0.4% in the fourth quarter. Purus Wealth Management LLC now owns 25,683 shares of the semiconductor manufacturer’s stock worth $5,500,000 after acquiring an additional 103 shares during the period. Richards Merrill & Peterson Inc. acquired a new stake in shares of Advanced Micro Devices in the fourth quarter worth $445,000. Retirement Income Solutions Inc. acquired a new stake in shares of Advanced Micro Devices in the fourth quarter worth $214,000. Finally, Q3 Asset Management acquired a new stake in shares of Advanced Micro Devices in the fourth quarter worth $939,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Activity

In related news, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were 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 directly owned 129,598 shares in the company, valued at approximately $26,550,742.26. This trade represents 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 accessible through this link. Also, EVP Mark D. Papermaster sold 27,109 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president owned 1,267,357 shares of the company’s stock, valued at approximately $348,523,175. The trade was a 2.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 273,352 shares of company stock valued at $59,173,070 in the last ninety days. 0.50% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Morgan Stanley cut their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 4th. Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday, January 30th. Evercore reiterated an “outperform” rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $292.14.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Stifel raised its price target to $320 (from $280) and kept a Buy rating, signaling stronger Wall Street conviction that AI infrastructure demand will drive AMD’s revenue and multiple expansion. Stifel Raises AMD Target to $320
• Positive Sentiment: Analysts note an AI-driven “CPU renaissance” that boosts demand for CPUs alongside accelerators — a structural tailwind for AMD’s MI/EPYC roadmap and revenue mix. AI-Driven ‘CPU Renaissance’
• Positive Sentiment: Reports that AMD will deepen collaboration with France to support AI strategy provide potential access to government-backed AI deployments and validation for AMD’s data-center products. AMD to Deepen Collaboration with France
• Positive Sentiment: News of AMD-linked Instinct MI500 activity lifted GlobalFoundries shares and implies stronger ecosystem adoption and partner momentum for AMD’s AI accelerators. That helps sentiment around supply/partner execution. AMD Boosts GlobalFoundries Stock
• Positive Sentiment: Long-form bulls continue to publish high upside scenarios (e.g., $600 targets), keeping momentum and buy-side narrative intact for growth investors focused on AI exposure. AMD: $600 Bullseye
• Neutral Sentiment: Zacks pieces highlight AMD as a strong/trending growth stock — useful for positioning context but not an immediate catalyst. Zacks: Strong Growth Stock
• Neutral Sentiment: General AI-stock roundup mentions AMD as a key Nvidia competitor in accelerator markets — supports interest flows but is background rather than a fresh catalyst. Fool: AI Stock Allocation
• Negative Sentiment: Two disclosed EVP stock sales (roughly $7.45M and $1.53M) were reported, which can pressure sentiment and prompt questions about insider timing even if not unusual for executives. EVP Sells $7.45M EVP Sells $1.53M
• Negative Sentiment: A recent Seeking Alpha downgrade piece warns against chasing the rally, which may provoke short-term profit-taking among momentum traders. Don’t Chase Now (Downgrade)

Advanced Micro Devices Stock Performance

AMD opened at $274.95 on Tuesday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The company has a market cap of $448.26 billion, a price-to-earnings ratio of 103.75, a PEG ratio of 1.03 and a beta of 1.96. Advanced Micro Devices, Inc. has a 52-week low of $83.75 and a 52-week high of $287.61. The firm’s fifty day simple moving average is $213.79 and its two-hundred day simple moving average is $222.11.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company’s revenue was up 34.1% compared to the same quarter last year. During the same period last year, the firm posted $1.09 earnings per share. Equities analysts anticipate that Advanced Micro Devices, Inc. will post 5.75 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.