Advanced Micro Devices, Inc. $AMD Shares Sold by Cullen Investment Group LTD.

Cullen Investment Group LTD. lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 30.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 16,172 shares of the semiconductor manufacturer’s stock after selling 7,243 shares during the period. Cullen Investment Group LTD.’s holdings in Advanced Micro Devices were worth $3,286,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of AMD. Norges Bank purchased a new position in Advanced Micro Devices in the second quarter valued at $3,094,662,000. Jennison Associates LLC purchased a new stake in Advanced Micro Devices during the 3rd quarter worth about $626,826,000. Wellington Management Group LLP increased its holdings in Advanced Micro Devices by 335.9% during the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after purchasing an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. raised its position in Advanced Micro Devices by 104.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock valued at $1,283,096,000 after purchasing an additional 3,059,935 shares in the last quarter. Finally, Nordea Investment Management AB raised its position in Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after purchasing an additional 2,619,294 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. China Renaissance initiated coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price target for the company. Piper Sandler reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Mizuho raised their price objective on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. Finally, Jefferies Financial Group reaffirmed 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 assigned a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the sale, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. This trade represents a 5.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 239,392 shares of company stock valued at $50,016,383 in the last ninety days. 0.06% of the stock is currently owned by insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Reports that AMD (with Intel) is raising CPU prices — a sign of regained pricing power that should flow to higher gross margins and free cash flow. AMD and Intel Are Leading a Chip Stock Rally
• Positive Sentiment: Advanced talks to supply ~10,000 MI355 AI accelerators to Upstage — a material commercial win in Korea that supports AMD’s AI accelerator TAM expansion and international traction. AMD AI Deal Talks With Upstage
• Positive Sentiment: Underlying fundamentals and recent earnings strength (revenue and EPS beats) continue to support the bull case heading into upcoming reports and MI450/MI450‑era launches. Stock Market Today: AMD Rises After CPU Price Increase Reports
• Neutral Sentiment: Macro and headline-driven market moves (ceasefire hopes / broader chip rally) are boosting semiconductor stocks broadly — tailwind for AMD but increases market correlation and volatility. Dow Jones Futures Fall: Market Fades Amid Iran War Deal Hopes
• Neutral Sentiment: Policy exposure — AMD’s executive-level engagement in broader AI advisory discussions adds visibility on AI policy but the near-term commercial impact is uncertain. Trump Names Tech Execs to AI Advisory Council
• Negative Sentiment: Analyst divergence: some firms (e.g., Bernstein commentary) favor Nvidia/Broadcom over AMD, urging caution — this can cap multiple expansion or prompt relative underperformance if sentiment shifts. Bernstein Weighs In on AI Chip Stocks
• Negative Sentiment: Supply constraints in CPUs and HBM components are being reported and could limit shipments or delay deployments even as demand soars — a risk to near-term revenue growth if AMD cannot scale. Intel, AMD’s CPU Supply Constraints Impacting PC, Server Makers
• Negative Sentiment: New competition risk: Arm’s move to sell its own high‑performance server CPUs could pressure long‑term pricing and share in certain server segments. Arm to Sell Its Own Chips

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $220.27 on Thursday. 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. The firm’s 50 day moving average is $214.59 and its two-hundred day moving average is $212.43. The firm has a market capitalization of $359.13 billion, a P/E ratio of 83.12, a P/E/G ratio of 0.77 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data 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 business had revenue of $10.27 billion during 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%. The company’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. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Advanced Micro Devices 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.