Clear Trail Advisors LLC Takes Position in Advanced Micro Devices, Inc. $AMD

Clear Trail Advisors LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 4,364 shares of the semiconductor manufacturer’s stock, valued at approximately $935,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. 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 purchasing an additional 61 shares during the period. ORG Wealth Partners LLC raised its stake in 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 buying an additional 46 shares during the period. Aviso Financial Inc. lifted its position in shares of Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares during the last quarter. Delos Wealth Advisors LLC lifted its position in shares of Advanced Micro Devices by 100.0% in the third 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, Signature Resources Capital Management LLC boosted its stake in shares of Advanced Micro Devices by 170.4% during the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after acquiring an additional 138 shares during the period. 71.34% of the stock is owned by institutional investors.

Analyst Ratings Changes

AMD has been the topic of a number of research analyst reports. Wells Fargo & Company restated an “overweight” rating and issued a $345.00 price target on shares of Advanced Micro Devices in a research note on Friday, January 30th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $230.00 price objective on shares of Advanced Micro Devices in a research report on Monday, March 16th. Sanford C. Bernstein set a $235.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Wedbush reissued an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. One 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. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the transaction, the chief executive officer owned 3,146,006 shares in the company, valued at $625,331,612.62. This represents a 2.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 239,392 shares of company stock worth $50,016,383 over the last quarter. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of NASDAQ AMD opened at $202.68 on Tuesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm has a market cap of $330.45 billion, a price-to-earnings ratio of 76.48, a P/E/G ratio of 0.76 and a beta of 1.98. The stock’s fifty day moving average price is $214.97 and its two-hundred day moving average price is $212.00. 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 earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter last year, the firm earned $1.09 earnings per share. The company’s revenue was up 34.1% on a year-over-year basis. On average, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD is in talks to sell up to 10,000 MI-series AI accelerators to South Korean AI startup Upstage, a potential revenue and design-win catalyst that would help diversify AI GPU demand away from Nvidia in Korea. AI Startup Upstage Looking at Buying 10,000 AMD Chips in Korea
• Positive Sentiment: AMD joined the Optical Compute Interconnect (OCI) multi‑source agreement alongside hyperscalers and peers, positioning it to influence data‑center interconnect standards — a strategic plus for future hyperscaler GPU deployments. AMD Joins OCI Group As Optical AI Standard Shapes Valuation Debate
• Positive Sentiment: AMD and Samsung have a memorandum of understanding to deepen memory-supply ties and explore foundry cooperation — this could ease high-bandwidth memory (HBM) constraints that are a gating factor for AI GPU shipments. Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
• Positive Sentiment: Market commentary is bullish on AMD’s upcoming MI450 GPU family and longer‑term AI datacenter opportunity; analysts and MarketBeat pieces argue MI450 launches could materially accelerate revenue and market share over 2026–2027. Advanced Micro Devices Profile & MI450 Coverage
• Positive Sentiment: Short‑term demand signals: a reported Ryzen price cut and talk of an upcoming refresh pushed trading optimism—price cuts can boost unit sales ahead of a refresh cycle. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Sector tailwind: easing geopolitical tensions boosted chip names broadly (Nvidia, AMD), providing short‑term market support but not altering company fundamentals. Nvidia, AMD Rally As War Fears Ease
• Neutral Sentiment: New AI inference platforms (e.g., Gimlet Labs’ multi‑silicon cloud) highlight multi‑vendor demand for inference hardware — a potential incremental market for AMD but uncertain in timing/scale. AI Inference Software Innovator Gimlet Labs Ushers in New Era
• Neutral Sentiment: Short‑interest data released today shows an anomalous zero figure and 0.0 days to cover — the print looks erroneous and shouldn’t be interpreted as genuine investor positioning. (internal data entry)
• Negative Sentiment: Competitive and valuation concerns persist: multiple pieces contrast AMD with Nvidia (NVDA dominant in AI/data center) and warn of AI hype/valuation pressure, which can cap upside or increase volatility for AMD stock. Nvidia vs AMD: The 2026 AI Chip Showdown
• Negative Sentiment: Some coverage warns Samsung’s closer memory tie could allow Samsung to gain strategic leverage into AMD’s AI supply chain — framed as a potential competitive/partner risk. Samsung Just Found a Shocking New Way Into AMD’s AI Push

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.