Community Trust & Investment Co. Sells 4,202 Shares of Advanced Micro Devices, Inc. $AMD

Community Trust & Investment Co. cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 152,411 shares of the semiconductor manufacturer’s stock after selling 4,202 shares during the period. Advanced Micro Devices accounts for 1.7% of Community Trust & Investment Co.’s holdings, making the stock its 12th largest position. Community Trust & Investment Co.’s holdings in Advanced Micro Devices were worth $32,640,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in AMD. HHM Wealth Advisors LLC lifted its holdings in Advanced Micro Devices by 2.4% during the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after purchasing an additional 40 shares during the last quarter. HBK Sorce Advisory LLC grew its holdings in Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after buying an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB grew its holdings in Advanced Micro Devices by 0.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after buying an additional 43 shares in the last quarter. Moseley Investment Management Inc. increased its position in Advanced Micro Devices by 0.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after buying an additional 44 shares during the period. Finally, OneAscent Family Office LLC increased its position in Advanced Micro Devices by 2.6% during the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after buying an additional 44 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on AMD shares. The Goldman Sachs Group boosted their target price on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $230.00 price target on shares of Advanced Micro Devices in a research report on Monday, March 16th. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Evercore reissued an “outperform” rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Finally, Roth Mkm restated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One investment 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 currently has an average rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Stock Up 0.7%

AMD stock opened at $202.68 on Tuesday. The company has a market cap of $330.45 billion, a PE ratio of 76.48, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98. The business has a 50-day simple moving average of $214.97 and a 200 day simple moving average of $212.00. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. 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 (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $9.65 billion. During the same period in the prior year, the company posted $1.09 earnings per share. The business’s revenue for the quarter was up 34.1% on a year-over-year basis. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Activity

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 sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $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 can be accessed through the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices 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 transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 239,392 shares of company stock worth $50,016,383. Insiders own 0.06% of the company’s stock.

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.