SeaTown Holdings Pte. Ltd. Purchases Shares of 36,000 Advanced Micro Devices, Inc. $AMD

SeaTown Holdings Pte. Ltd. purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, Holdings Channel reports. The firm purchased 36,000 shares of the semiconductor manufacturer’s stock, valued at approximately $7,710,000. Advanced Micro Devices accounts for about 4.5% of SeaTown Holdings Pte. Ltd.’s holdings, making the stock its 14th largest position.

Other hedge funds have also modified their holdings of the company. ORG Wealth Partners LLC grew its holdings in Advanced Micro Devices by 39.7% during the 3rd 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 last quarter. Koesten Hirschmann & Crabtree INC. increased its position 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 buying an additional 61 shares in the last quarter. Aviso Financial Inc. raised its holdings 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 worth $32,000 after acquiring an additional 160 shares during the last quarter. Delos Wealth Advisors LLC raised its holdings 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 worth $32,000 after acquiring an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Advanced Micro Devices in the second quarter valued at $34,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on AMD shares. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Roth Mkm reissued a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Citigroup restated a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Key Headlines Impacting Advanced Micro Devices

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?

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $217.50 on Monday. The company has a market capitalization of $354.60 billion, a price-to-earnings ratio of 82.08, a price-to-earnings-growth ratio of 0.82 and a beta of 1.96. The company has a 50 day moving average of $209.87 and a two-hundred day moving average of $215.26. 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 earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the prior year, the firm earned $1.09 earnings per share. The business’s quarterly revenue was up 34.1% compared to the same quarter last year. As a group, analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the company’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This represents a 5.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, 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 value of $16,895,450.00. Following the transaction, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 239,392 shares of company stock valued at $50,016,383 in the last three months. 0.06% of the stock is owned by insiders.

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.