Advanced Micro Devices, Inc. $AMD Shares Sold by AFG Fiduciary Services Limited Partnership

AFG Fiduciary Services Limited Partnership trimmed its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 21.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,691 shares of the semiconductor manufacturer’s stock after selling 4,265 shares during the period. Advanced Micro Devices comprises about 0.2% of AFG Fiduciary Services Limited Partnership’s portfolio, making the stock its 15th biggest position. AFG Fiduciary Services Limited Partnership’s holdings in Advanced Micro Devices were worth $3,506,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Advanced Micro Devices by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after acquiring an additional 1,348,892 shares in the last quarter. State Street Corp raised its holdings in shares of Advanced Micro Devices by 2.4% in the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock valued at $11,944,056,000 after purchasing an additional 1,755,182 shares in the last quarter. Norges Bank acquired a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at $3,094,662,000. Amundi lifted its position in shares of Advanced Micro Devices by 17.5% during the 3rd quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after purchasing an additional 2,012,865 shares during the last quarter. Finally, Invesco Ltd. lifted its position in shares of Advanced Micro Devices by 6.5% during the 3rd quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock worth $2,159,640,000 after purchasing an additional 813,844 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $205.27 on Friday. The stock’s 50-day moving average is $215.11 and its two-hundred day moving average is $210.75. 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 1 year low of $76.48 and a 1 year high of $267.08. The firm has a market cap of $334.67 billion, a price-to-earnings ratio of 77.46, a PEG ratio of 0.75 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.09 EPS. Analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on AMD shares. Benchmark reissued a “buy” rating and issued a $325.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Finally, China Renaissance initiated coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price on the stock. 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, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s 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 completion of the sale, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were 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. The trade was a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is currently owned by corporate insiders.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Samsung signed an MOU to supply next‑gen HBM4 and discuss foundry services with AMD — a clear supply‑chain win that supports AMD’s upcoming MI455X accelerators and 6th‑Gen EPYC demand, easing a key bottleneck for AI GPUs. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD and Celestica unveiled the open‑standard Helios rack‑scale AI platform partnership — this can accelerate hyperscaler adoption, simplify deployments for customers, and strengthen AMD’s ecosystem versus closed stacks. As Celestica Partners with AMD
• Positive Sentiment: Micron’s blowout quarter highlights a supercharged AI memory cycle (HBM demand and pricing), which is a tailwind for AMD’s AI GPUs that require large HBM stacks — supports revenue/margin outlook for AI accelerators broadly. Micron’s Mic-Drop Quarter
• Positive Sentiment: AMD issued a public rebuttal around counterfeit Ryzen laptop stickers; the firm’s statement triggered a short‑term positive stock reaction — shows active brand/protection management and removed a specific near‑term overhang. AMD Stock Rises on a Counterfeit Ryzen Rebuttal
• Neutral Sentiment: RBC Capital kept a “Sector Perform” rating and $230 price objective — constructive for conviction in customer ramps (OpenAI, Meta) but not a bullish upgrade; an anchor for expectations. RBC Capital Maintains Sector Perform on AMD
• Neutral Sentiment: Reported short‑interest data this month shows anomalous zero/NaN figures — likely a reporting/data glitch, so not a meaningful signal for positioning.
• Negative Sentiment: Analysts flag Broadcom’s stronger near‑term AI revenue and hyperscaler demand as a preferable infrastructure play — a competitive risk that could shift incremental hyperscaler spend away from AMD. AMD vs. Broadcom
• Negative Sentiment: Sectorwide risks: reports of a helium shortage and other supply/operational shocks are weighing on chip stocks today, which can pressure AMD despite company‑specific positives. Why Are Semiconductor Chip Stocks Falling?
• Negative Sentiment: Nvidia is ramping H200 production in China and retains strong momentum — continued NVDA strength is the main competitive headwind for AMD in AI accelerators. Nvidia Restarts H200 Production

Advanced Micro Devices Company Profile

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.