Advanced Micro Devices, Inc. $AMD Shares Purchased by Leo Wealth LLC

Leo Wealth LLC boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 77.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,221 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,284 shares during the period. Leo Wealth LLC’s holdings in Advanced Micro Devices were worth $1,118,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in Advanced Micro Devices by 0.9% in the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock valued at $25,238,876,000 after acquiring an additional 1,348,892 shares during the last quarter. State Street Corp lifted its stake in Advanced Micro Devices by 2.4% during the third quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after purchasing an additional 1,755,182 shares in the last quarter. Amundi lifted its stake in Advanced Micro Devices by 17.5% during the third quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after purchasing an additional 2,012,865 shares in the last quarter. Invesco Ltd. lifted its stake in Advanced Micro Devices by 6.5% during the third quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock worth $2,159,640,000 after purchasing an additional 813,844 shares in the last quarter. Finally, Legal & General Group Plc lifted its stake in Advanced Micro Devices by 1.7% during the third quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer’s stock worth $1,873,385,000 after purchasing an additional 191,590 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Surge in AI/server demand — Reports say “agentic AI” and unexpectedly strong server CPU demand have bumped chip orders and helped AMD gain share versus peers, a clear fundamental driver for revenue and pricing power. Read More.
• Positive Sentiment: Citi puts AMD on a 30‑day positive catalyst watch — Citi flagged AMD as a near‑term opportunity tied to AI CPU demand and pricing trends, which tends to spur short‑term buying by funds watching catalyst lists. Read More.
• Positive Sentiment: Broader industry tailwinds — Coverage noting strong server CPU demand lifted both Intel and AMD shares today, suggesting sector momentum (data center spend) is helping AMD’s stock. Read More.
• Positive Sentiment: Broker upgrades and buy‑lists — Erste Group’s upgrade and inclusion in AI growth/buy lists (The Motley Fool, investment writeups) reinforce the narrative that AMD is a leader in chips for AI workloads. Read More.
• Neutral Sentiment: Technical consolidation/recovery — Coverage notes AMD is trying to recover after a large pullback and trading above a key technical level; useful for traders but uncertain for fundamentals. Read More.
• Neutral Sentiment: Long‑term buy theses remain despite macro risks — Contrarian pieces highlight AMD as a long‑term AI/semiconductor growth pick amid market pessimism; helpful for longer‑horizon investors but less relevant to near‑term moves. Read More.
• Negative Sentiment: Price‑target cut from Citigroup — Citi trimmed AMD’s target from $260 to $248 and assigned a “neutral” rating, which can cap upside and gives investors a more cautious near‑term outlook despite the catalyst watch. Read More.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $220.18 on Tuesday. The firm has a market capitalization of $358.97 billion, a PE ratio of 83.09, a price-to-earnings-growth ratio of 0.82 and a beta of 1.96. The business’s fifty day moving average price is $209.24 and its 200 day moving average price is $215.70. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.09 earnings per share. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, SVP Ava Hahn sold 2,442 shares of the 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 transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of the 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 directly owned 129,598 shares in the company, valued at $26,550,742.26. This trade represents a 5.47% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have commented on AMD. UBS Group set a $310.00 price target on Advanced Micro Devices in a research note on Wednesday, February 4th. Erste Group Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Thursday, April 2nd. Rosenblatt Securities restated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Wells Fargo & Company restated an “overweight” rating and set a $345.00 price target on shares of Advanced Micro Devices in a research note on Friday, January 30th. Finally, KeyCorp reiterated an “overweight” rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $290.19.

Advanced Micro Devices Company 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.