Arta Finance Wealth Management LLC purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,384 shares of the semiconductor manufacturer’s stock, valued at approximately $939,000.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Koesten Hirschmann & Crabtree INC. grew its position in shares of 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 acquiring an additional 61 shares during the last quarter. ORG Wealth Partners LLC raised its position in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the last quarter. PFS Partners LLC raised its position in Advanced Micro Devices by 269.2% in the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer’s stock valued at $41,000 after purchasing an additional 140 shares during the last quarter. Aviso Financial Inc. boosted its stake in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 160 shares during the period. Finally, Delos Wealth Advisors LLC boosted its stake in Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 100 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction that occurred 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 sale, the chief executive officer owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 239,392 shares of company stock worth $50,016,383 over the last quarter. 0.06% of the stock is owned by company insiders.
Advanced Micro Devices Price Performance
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly 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. The business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business’s revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.09 earnings per share. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.
Key Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Multiple analyst upgrades and bullish notes — including a recent upgrade that helped spark a sharp intraday move — are lifting sentiment by linking AMD’s roadmap to rising AI/data‑center demand. Advanced Micro Devices (AMD) Stock Surges 4% Following Bullish Analyst Upgrade
- Positive Sentiment: CIQ partnership targets open, power‑efficient AI infrastructure (Rocky Linux + ROCm) optimized for AMD Instinct GPUs and EPYC CPUs — this improves software ecosystem stickiness for data‑center and inference use cases. Advanced Micro Devices (AMD) Is Up 6.7% After New CIQ Partnership Targets Open, Power‑Efficient AI Infrastructure
- Positive Sentiment: Top Wall Street analysts upgraded/raised ratings citing strong data‑center demand and AI tailwinds, reinforcing buy-side conviction and prompting fresh coverage upgrades. ‘Buy AMD Stock,’ Says Top Analyst as Strong Data Center Demand Drives Upgrade
- Positive Sentiment: Institutional buying: reports show quant and hedge funds (e.g., D. E. Shaw) adding to AMD positions, which supports upward price momentum. Advanced Micro Devices (AMD): D. E. Shaw Is Loading Up on This Chip Stock
- Positive Sentiment: Supply/partner wins: deeper AMD‑Samsung ties for HBM4 and advanced DRAM reduce future supply risk for next‑gen Instinct accelerators and EPYC CPUs, a material positive for roadmap execution. Advanced Micro Devices, Inc. (AMD) and Samsung Deepen Ties to Power Next Generation AI Infrastructure
- Positive Sentiment: Market share signals: March Steam hardware survey showed gains for AMD CPUs/GPUs, adding evidence of continued end‑market traction in consumer and gaming segments. AMD Stock Jumps Alongside Gains In the March 2026 Steam Hardware Survey
- Neutral Sentiment: AI ETF flow/context: broader AI ETFs that hold AMD are attracting inflows, which can support demand but also create correlation risk with the sector. 3 AI ETFs That Let You Invest in the Entire AI Boom at Once (AMD)
- Neutral Sentiment: Analysts are revisiting price targets and assumptions (some unchanged fair‑value anchors); these updates can cause short‑term volatility as models absorb new AI/GPU deals. How The AMD (AMD) Investment Story Is Shifting With AI Deals And Mixed Analyst Targets
- Negative Sentiment: Notable insider/manager trims: Cathie Wood’s Ark reportedly sold ~57k AMD shares and other high‑profile trims (e.g., Ray Dalio mention) create headline pressure and may trigger short‑term outflows. Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares
- Negative Sentiment: Macro/geopolitical risk: Iran‑related volatility and sectorwide chip selloffs can pressure AMD along with peers, offsetting company‑specific positives during risk‑off moves. Trump’s Iran Update Spikes Volatility. Now What?
Wall Street Analyst Weigh In
AMD has been the topic of a number of recent research reports. Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. Finally, Evercore reaffirmed an “outperform” rating and set a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.
Read Our Latest Stock Analysis on AMD
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.
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