Coldstream Capital Management Inc. Acquires 2,691 Shares of Advanced Micro Devices, Inc. $AMD

Coldstream Capital Management Inc. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.2% in the third quarter, Holdings Channel.com reports. The firm owned 40,261 shares of the semiconductor manufacturer’s stock after buying an additional 2,691 shares during the period. Coldstream Capital Management Inc.’s holdings in Advanced Micro Devices were worth $6,514,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AMD. ORG Wealth Partners LLC lifted its holdings in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. grew its holdings in Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 61 shares in the last quarter. Aviso Financial Inc. grew its holdings in Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 160 shares in the last quarter. Delos Wealth Advisors LLC raised its position in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in Advanced Micro Devices in the 2nd quarter valued at $34,000. 71.34% of the stock is owned by institutional investors.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Samsung MOU to supply HBM4 and optimized DRAM for AMD’s next‑gen Instinct MI455X and EPYC chips reduces a key AI‑memory bottleneck and opens talks on foundry services — a direct supply‑chain win for AMD’s data‑center ramp. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD + Celestica announced the open‑standard Helios rack‑scale AI platform (built around AMD Instinct accelerators), which can broaden AMD’s route into hyperscale and enterprise deployments and reduce customer lock‑in. AMD and Celestica Bring Helios
• Positive Sentiment: Multiple reports and analyst commentary (including post‑GTC reads) suggest the AI infrastructure cycle is expanding and AMD’s open‑standards/MI455X memory advantage could win hyperscaler designs — reinforcing the bull case for share gains in servers and AI. The Nvidia GTC Has Been Very Bullish For AMD
• Neutral Sentiment: Product leaks/refreshes (Ryzen/ZEN and RDNA 5) show R&D progress that could help PC and GPU cycles, but final performance, partner wins and timing remain uncertain. AMD Stock Jumps on Ryzen Leak
• Neutral Sentiment: Reported short‑interest data show no meaningful build, so short dynamics are not driving the move.
• Negative Sentiment: CEO Lisa Su’s sale of 85,000 shares (~$16.9M) is disclosed and can weigh on near‑term sentiment even if it’s routine diversification. Insider Sale SEC Filing
• Negative Sentiment: Macro and competitive risks persist — oil‑supply shocks and continued Nvidia momentum (and China export/licensing dynamics) could increase volatility and cap upside if growth expectations are trimmed. Oil Supply Disruptions and Chip Stocks

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the firm’s 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 sale, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 239,392 shares of company stock worth $50,016,383. Company insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Roth Mkm reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Wedbush reiterated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $199.46 on Thursday. The company has a market capitalization of $325.20 billion, a PE ratio of 75.27, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. 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 52-week low of $76.48 and a 52-week high of $267.08. The company has a 50-day simple moving average of $215.10 and a 200 day simple moving average of $210.79.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same period in the previous year, the company earned $1.09 earnings per share. The company’s quarterly revenue was up 34.1% on a year-over-year basis. On average, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current 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.