Delaney Dennis R Has $4.59 Million Position in Advanced Micro Devices, Inc. $AMD

Delaney Dennis R lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.4% during the third quarter, Holdings Channel.com reports. The fund owned 28,372 shares of the semiconductor manufacturer’s stock after selling 3,641 shares during the period. Advanced Micro Devices comprises 2.3% of Delaney Dennis R’s investment portfolio, making the stock its 21st largest position. Delaney Dennis R’s holdings in Advanced Micro Devices were worth $4,590,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. D Orazio & Associates Inc. lifted its position in shares of Advanced Micro Devices by 7.0% during the 3rd quarter. D Orazio & Associates Inc. now owns 2,137 shares of the semiconductor manufacturer’s stock valued at $346,000 after acquiring an additional 139 shares during the period. ICICI Prudential Asset Management Co Ltd raised its stake in Advanced Micro Devices by 22.6% in the third quarter. ICICI Prudential Asset Management Co Ltd now owns 24,922 shares of the semiconductor manufacturer’s stock valued at $4,032,000 after purchasing an additional 4,602 shares in the last quarter. King Luther Capital Management Corp raised its stake in Advanced Micro Devices by 39.9% in the third quarter. King Luther Capital Management Corp now owns 59,316 shares of the semiconductor manufacturer’s stock valued at $9,597,000 after purchasing an additional 16,915 shares in the last quarter. Avestar Capital LLC lifted its position in Advanced Micro Devices by 2.7% during the third quarter. Avestar Capital LLC now owns 18,071 shares of the semiconductor manufacturer’s stock worth $2,924,000 after purchasing an additional 482 shares during the period. Finally, CFO4Life Group LLC grew its stake in Advanced Micro Devices by 16.1% during the third quarter. CFO4Life Group LLC now owns 2,662 shares of the semiconductor manufacturer’s stock worth $431,000 after buying an additional 370 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD agreed to backstop a roughly $300 million loan for Crusoe so the startup can buy AMD AI chips and deploy them in a new data center — a direct demand-support move that mirrors tactics used by rivals to accelerate large-scale customer deployments. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: Design-win momentum in India — including AMD’s Helios 200 MW AI blueprint and partnerships tied to Tata Group projects — gives AMD a large, fast-growing market for data-center EPYC/Instinct products. That supports longer-term revenue visibility. How AMD’s 200 MW Helios AI Data Center Blueprint in India Has Changed Its Investment Story
• Positive Sentiment: New rumors about upcoming processors (Olympic Ridge and Medusa Point) lifted buying interest — product-cycle speculation can drive short-term upside as traders price in refreshed server/AI CPU launches. AMD Stock Jumps on New Olympic Ridge and Medusa Point Rumors
• Positive Sentiment: Wall Street remains constructive: multiple buy/outperform ratings and a median 12‑month target well above current levels underpin bullish expectations for AI-driven data-center growth. Wall Street sets AMD stock price target for next 12 months
• Neutral Sentiment: Short-interest reports in the feed show anomalous zero figures (likely a reporting quirk) and do not currently indicate a material short squeeze or build-up. (No actionable link)
• Negative Sentiment: Insider selling has been active in recent months (many disclosed sales), which can be read as a cautionary signal to some investors and adds to near-term sentiment risk. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: AMD’s recent quarterly beat was offset by conservative forward guidance that sparked a prior sharp pullback; that guidance/volatility dynamic remains a short-term headwind. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Competitive moves (e.g., Nvidia’s growing partnerships such as with Meta) could pressure share gains in some hyperscaler deals, keeping competitive risk on the table. Nvidia pushes into Intel and AMD’s turf with a ‘multigenerational’ Meta deal

Insiders Place Their Bets

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices 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 owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the sale, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 271,892 shares of company stock valued at $58,476,908 in the last ninety days. 0.06% of the stock is currently owned by insiders.

Analyst Ratings Changes

AMD has been the topic of several recent analyst reports. Rosenblatt Securities reissued a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Stifel Nicolaus lifted their price objective on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. China Renaissance began coverage on shares of Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price objective for the company. Melius Research set a $380.00 target price on Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Robert W. Baird set a $300.00 price target on Advanced Micro Devices in a research note on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $288.17.

Advanced Micro Devices Trading Up 1.6%

Shares of AMD stock opened at $203.37 on Friday. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The stock’s fifty day simple moving average is $219.89 and its 200 day simple moving average is $206.65. 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 firm has a market capitalization of $331.58 billion, a P/E ratio of 76.74, a P/E/G ratio of 0.75 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same period last year, the firm posted $1.09 earnings per share. The business’s revenue for the quarter was up 34.1% on a year-over-year basis. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS 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.