Advanced Micro Devices, Inc. $AMD Shares Sold by Ellsworth Advisors LLC

Ellsworth Advisors LLC lowered its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 36,684 shares of the semiconductor manufacturer’s stock after selling 3,774 shares during the quarter. Advanced Micro Devices makes up 1.7% of Ellsworth Advisors LLC’s holdings, making the stock its 9th largest position. Ellsworth Advisors LLC’s holdings in Advanced Micro Devices were worth $8,361,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of AMD. Jennison Associates LLC acquired a new position in shares of Advanced Micro Devices during the 3rd quarter worth approximately $626,826,000. Wellington Management Group LLP grew its stake in Advanced Micro Devices by 335.9% in the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after acquiring an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. increased its holdings 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 worth $1,283,096,000 after acquiring an additional 3,059,935 shares in the last quarter. Nordea Investment Management AB increased its holdings 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 worth $631,892,000 after acquiring an additional 2,619,294 shares in the last quarter. Finally, Rafferty Asset Management LLC raised its position in Advanced Micro Devices by 56.0% during the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have recently issued reports on AMD. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Truist Financial set a $283.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. UBS Group set a $310.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. One investment 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 stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Insider Activity

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction dated 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 directly owned 3,146,006 shares of the company’s stock, valued at $625,331,612.62. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 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 company insiders.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $210.21 on Thursday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock’s fifty day moving average is $211.43 and its two-hundred day moving average is $214.07. The firm has a market capitalization of $342.71 billion, a P/E ratio of 79.32, a price-to-earnings-growth ratio of 0.77 and a beta of 1.96. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results 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 return on equity of 8.84% and a net margin of 12.52%.The business had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period last year, the company earned $1.09 EPS. The company’s revenue for the quarter was up 34.1% on a year-over-year basis. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: D.E. Shaw dramatically increased its AMD holding in recent 13F filings, signaling large institutional accumulation that can support the stock and attract momentum buyers. Advanced Micro Devices (AMD): D. E. Shaw Is Loading Up on This Chip Stock
• Positive Sentiment: Wells Fargo added AMD to its Q2 Tactical Ideas List (Overweight) and multiple outlets note broader bullish analyst sentiment into earnings — a catalyst for short‑term buying ahead of guidance. Wall Street Flags Advanced Micro Devices as a Buy Before Earnings
• Positive Sentiment: AMD and Samsung expanded a strategic MOU to secure HBM4 (AI memory) and advanced DRAM supply for next‑gen EPYC and Instinct accelerators, and even discussed Samsung as a potential foundry partner — reducing a key supply risk for AI/data‑center ramps. AMD And Samsung Deepen AI Memory Ties In Bid For Supply Strength
• Positive Sentiment: Reports that Korean AI startup Upstage is in talks to buy ~10,000 AMD accelerators highlight concrete demand for MI‑series chips in Asia, reinforcing the near‑term data‑center revenue story. AI Startup “Upstage” in Talks to Purchase 10,000 Advanced Micro Devices (AMD) Chips in Korea
• Neutral Sentiment: Chip‑sector tailwinds (e.g., Intel’s large fab buyback) are lifting sentiment across peers, helping AMD trade up as investors rotate into AI/infrastructure names; this is more a market‑level boost than company‑specific news. Stock Market Today, April 1: Intel Surges on $14.2 Billion Fab Buyback
• Negative Sentiment: Cathie Wood’s ARK (and related funds) trimmed roughly 57k AMD shares, a visible retail/influential manager sell that can weigh on sentiment despite being small vs total float. Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares
• Negative Sentiment: Billionaire Ray Dalio trimmed his stake, and public filings show notable insider selling activity — both can raise short‑term caution among investors who watch insider/hedge‑fund flows. Advanced Micro Devices Inc. (AMD): Billionaire Ray Dalio Trims Stake
• Negative Sentiment: Aggregate insider selling reported in data summaries is notable (many officer sales), which investors may interpret as reduced internal buying conviction even as top‑line demand looks strong. AMD Stock (AMD) Opinions on CPU Price Hikes and AI Demand

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.