Advanced Micro Devices, Inc. $AMD Shares Sold by Clare Market Investments LLC

Clare Market Investments LLC lowered its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 66.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,952 shares of the semiconductor manufacturer’s stock after selling 28,033 shares during the period. Clare Market Investments LLC’s holdings in Advanced Micro Devices were worth $2,257,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. ORG Wealth Partners LLC raised its position in Advanced Micro Devices by 39.7% during 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 during the last quarter. Koesten Hirschmann & Crabtree INC. boosted its holdings in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 61 shares in the last quarter. Pinney & Scofield Inc. increased its stake in shares of Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares during the period. Evolution Wealth Management Inc. purchased a new position in Advanced Micro Devices during the second quarter worth about $34,000. Finally, Signature Resources Capital Management LLC lifted its position in Advanced Micro Devices by 170.4% in the third 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. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Huge Meta GPU commitment gives AMD a meaningful multi‑year revenue opportunity (reported as up to $100B potential, tied to a 6GW buildout and performance warrants) — this deal underpins the recent rally and longer‑term AI exposure. Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
• Positive Sentiment: Wall Street responded with upgraded price targets and reiterated Buy ratings (examples: Mizuho, Goldman Sachs, Benchmark), supporting upside expectations even as volatility persists. Mizuho Increases Advanced Micro Devices (NASDAQ:AMD) Price Target to $280.00
• Positive Sentiment: Strategic partnership with Nutanix (and a related AMD investment) expands AMD’s enterprise AI ecosystem and could accelerate customer deployments of AMD CPUs/GPUs in data‑center stacks. AMD and Nutanix Announce Strategic Partnership to Build Open AI Infrastructure Platform
• Neutral Sentiment: Smaller ecosystem news (e.g., Avalon GloboCare accepted into AMD’s AI developer program) highlights partner demand but has limited direct financial impact on AMD today. Avalon subsidiary accepted into AMD AI developer program
• Neutral Sentiment: Analyst coverage and commentaries are active (TipRanks, MarketBeat, Seeking Alpha pieces) — consensus remains bullish longer‑term but views on timing and valuation vary, keeping near‑term trading choppy. Where Do Analysts Stand on AMD Stock?
• Negative Sentiment: Sector volatility after Nvidia’s earnings and investor skepticism about major AI customers’ near‑term spend (notably questions around OpenAI) pressured chip peers including AMD — profit‑taking followed the earlier premarket surge. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans Amid Revenue Concerns
• Negative Sentiment: Analysts and industry pieces also note execution and capacity limits for hyperscalers (and questions about Meta’s in‑house plans), which could temper how quickly large GPU commitments translate into revenue. Meta’s Chip Dreams Face Hard Limits

Insider Activity

In other news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 271,892 shares of company stock worth $58,476,908 over the last ninety days. 0.06% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on AMD shares. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday. Roth Mkm restated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Susquehanna reissued a “positive” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Friday, October 31st. Finally, Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices Trading Down 1.7%

Shares of AMD stock opened at $200.21 on Friday. The stock has a market cap of $326.42 billion, a P/E ratio of 75.55, a P/E/G ratio of 0.77 and a beta of 1.94. 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, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The business has a fifty day simple moving average of $219.59 and a 200-day simple moving average of $207.99.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same period in the previous year, the firm earned $1.09 EPS. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, analysts forecast 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.