Aventura Private Wealth LLC Purchases New Position in Advanced Micro Devices, Inc. $AMD

Aventura Private Wealth LLC purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,959 shares of the semiconductor manufacturer’s stock, valued at approximately $1,276,000.

Several other large investors have also bought and sold shares of AMD. Vanguard Group Inc. raised its position in shares of Advanced Micro Devices by 0.9% in 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 lifted its stake 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 during the period. Norges Bank bought a new stake in shares of Advanced Micro Devices during the second quarter valued at approximately $3,094,662,000. Amundi grew its stake in Advanced Micro Devices by 17.5% in the third 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 period. Finally, Invesco Ltd. grew its stake in Advanced Micro Devices by 6.5% in the third 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 period. 71.34% of the stock is owned by institutional investors.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of the business’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the sale, the chief executive officer owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 129,598 shares in the company, valued at $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock valued at $50,016,383 over the last three months. 0.06% of the stock is owned by corporate insiders.

More Advanced Micro Devices News

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

• Positive Sentiment: Samsung partnership and memory supply tie-up strengthen AMD’s AI accelerator roadmap and HBM supply outlook, supporting demand for future MI450/Helios GPUs. What AMD’s Expanded Samsung AI Memory Partnership Means
• Positive Sentiment: Vietnam-backed R&D hub and training push (with Samsung) signal capacity for AMD’s AI engineering and talent expansion in Asia — a constructive long-term growth lever. Vietnam Backs AMD R&D Hub
• Positive Sentiment: Micron’s blowout quarter highlights massive AI memory demand (HBM) that benefits AMD GPU/server builds — a sector tailwind for AMD’s data-center roadmap. Micron AI Memory Demand
• Positive Sentiment: New supply/assembly partnerships (e.g., Celestica) and expanded go-to-market partners support ramp plans for AMD’s AI accelerators. Celestica Partners with AMD
• Neutral Sentiment: RBC keeps a “Sector Perform” rating and $230 target, reflecting cautious optimism—useful context but not a catalyst by itself. RBC Maintains Sector Perform on AMD
• Neutral Sentiment: ARKK’s exposure to AMD means ETF flows and tech rotation (Cathie Wood’s fund under pressure YTD) can amplify moves in AMD but are flow-driven rather than fundamental. Is the ARK Innovation ETF Finding a Floor?
• Neutral Sentiment: Coverage notes (Zacks) emphasize AMD’s partner-led AI strategy and execution progress, but also call out intense competition from NVDA/AVGO — balanced outlook. AMD Relies on a Rich Partner Base
• Negative Sentiment: Sector weakness and competition headlines (Intel pullback, Broadcom/Nvidia strength) are pressuring AMD as investors reallocate within semis. Intel Dips 5%, AMD Down 3%
• Negative Sentiment: Quiver Quant shows heavy insider selling activity and highlights short-term price weakness and institutional portfolio reshuffling—this amplifies near-term downside sentiment. Quiver Quant AMD Data
• Negative Sentiment: Industry supply concerns (e.g., reported helium/gas crunch) and a broader tech pullback can create transient hardware-production or sentiment headwinds. Why Semiconductor Stocks Are Falling
• Neutral Sentiment: March short‑interest notices in the feed show zero shares / NaN changes — the data looks inconsistent and is not a meaningful signal today.

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $201.29 on Friday. The company has a 50 day moving average price of $215.07 and a 200 day moving average price of $211.02. The firm has a market capitalization of $328.19 billion, a P/E ratio of 75.96, a PEG ratio of 0.77 and a beta of 1.98. 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 52 week low of $76.48 and a 52 week high of $267.08.

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, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices’s revenue was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.09 EPS. Sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have commented on the company. Benchmark reissued a “buy” rating and set a $325.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, Mizuho upped their price objective on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $290.53.

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.