Advanced Micro Devices, Inc. $AMD Shares Sold by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership cut its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 6.2% during the third quarter, Holdings Channel reports. The institutional investor owned 2,333,254 shares of the semiconductor manufacturer’s stock after selling 153,710 shares during the period. Artisan Partners Limited Partnership’s holdings in Advanced Micro Devices were worth $377,497,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of AMD. HHM Wealth Advisors LLC lifted its stake in Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after purchasing an additional 40 shares during the last quarter. HBK Sorce Advisory LLC raised its holdings in Advanced Micro Devices by 0.3% during the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after purchasing an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB lifted its position in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after buying an additional 43 shares during the last quarter. Moseley Investment Management Inc. lifted its position in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after buying an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC boosted its holdings in shares of Advanced Micro Devices by 2.6% in the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock valued at $284,000 after buying an additional 44 shares in the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Key Advanced Micro Devices News

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

• Positive Sentiment: Meta agreed to deploy up to 6 gigawatts of AMD Instinct GPUs (deal value headlines as high as ~$100B potential over time), which materially boosts AMD’s data‑center revenue runway and reduces hyperscaler reliance on a single supplier. Meta strikes up to $100B AMD chip deal
• Positive Sentiment: Analysts reacted by raising price targets and maintaining buy/overweight views (Goldman, Mizuho, Benchmark and others issued hikes or reiterated bullish calls), supporting the bull case that the Meta deal and AI demand justify re‑rating. Cracking the Chip Monopoly: Meta Invests in AMD Chips
• Positive Sentiment: AMD is making ecosystem moves with partners — announced investment/partnership with Nutanix (including a $150M AMD purchase of Nutanix stock) and customers like Supermicro launching EPYC‑powered high‑density platforms — which help translate chip wins into platform traction. AMD to Buy $150 Million of Nutanix Stock
• Neutral Sentiment: Smaller ecosystem updates: a few startups and tiny public companies (e.g., Avalon GloboCare) joined AMD programs — positive for ecosystem breadth but immaterial to AMD’s top‑line near term. Avalon GloboCare Joins AMD AI Developer Program
• Negative Sentiment: Sector rotation after Nvidia’s strong quarter and outlook prompted a pullback in other chip names; investors are questioning whether hyperscalers will sustain previously assumed AI spend levels, which has pressured AMD alongside peers. Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings
• Negative Sentiment: Reports of investor doubts about OpenAI/hyperscaler spending and execution/timing risks for AMD’s MI450/MI350 ramp amplified profit‑taking after a strong run — a core driver of today’s downside pressure. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans
• Negative Sentiment: High reported insider selling and large institutional position moves (per social/alternative‑data summaries) are being cited by some traders as a bearish signal on near‑term sentiment. QuiverQuant: Opinions on AMD Meta AI Chip Deal

Advanced Micro Devices Stock Down 3.4%

AMD stock opened at $203.68 on Friday. The stock has a market capitalization of $332.08 billion, a PE ratio of 76.86, a price-to-earnings-growth ratio of 0.79 and a beta of 1.94. The company has a fifty day moving average of $219.86 and a 200-day moving average of $207.80. 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, Inc. has a one year low of $76.48 and a one year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) 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 net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same period in the prior year, the company posted $1.09 earnings per share. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. 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. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday. CICC Research raised Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research report on Friday, November 7th. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday. Finally, China Renaissance assumed coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $290.53.

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction on 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 transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 271,892 shares of company stock valued at $58,476,908. Corporate insiders own 0.06% of the company’s stock.

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.