Lane Generational LLC Sells 16,826 Shares of Advanced Micro Devices, Inc. $AMD

Lane Generational LLC cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 46.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 19,121 shares of the semiconductor manufacturer’s stock after selling 16,826 shares during the quarter. Advanced Micro Devices accounts for about 2.6% of Lane Generational LLC’s holdings, making the stock its 16th biggest holding. Lane Generational LLC’s holdings in Advanced Micro Devices were worth $3,094,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of AMD. ORG Wealth Partners LLC lifted its holdings in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 46 shares during the last quarter. Pinney & Scofield Inc. increased its stake in Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 85 shares during the last quarter. Avion Wealth raised its position in Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares in the last quarter. Signature Resources Capital Management LLC lifted its stake in Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 138 shares during the last quarter. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Advanced Micro Devices in the 2nd quarter worth about $34,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares in the company, valued at $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 164,000 shares of company stock worth $36,034,173. Insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the company. Royal Bank Of Canada assumed coverage on Advanced Micro Devices in a report on Wednesday, January 14th. They set a “sector perform” rating and a $230.00 price objective on the stock. UBS Group lifted their price target on shares of Advanced Micro Devices from $300.00 to $330.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Truist Financial cut their price objective on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a research note on Friday, December 19th. DZ Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 target price on the stock in a research report on Wednesday, October 8th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $281.06.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Wells Fargo reiterated an “overweight” rating and publicly pushed back on reports of MI‑series delays, issuing a $345 price target — a clear buy‑on‑weakness signal that supports upside if delay fears fade. Wells Fargo refutes delay claims
• Positive Sentiment: High‑profile endorsement: Jim Cramer lauded AMD’s execution and CEO performance, which can help sentiment and attract momentum buyers. Cramer praises AMD CEO
• Positive Sentiment: Analyst support: Susquehanna and other firms continue to highlight strengthening AI/data‑center momentum and have reiterated Buy ratings with elevated targets (e.g., $300), bolstering medium‑term upside expectations. Susquehanna reiterates Buy
• Neutral Sentiment: Microsoft signaled it will continue buying AI chips from vendors like AMD even as it rolls out its own silicon, which reduces a structural risk but is not an immediate revenue catalyst. Microsoft comment on AI chips
• Neutral Sentiment: Options flow and large trades show active positioning around earnings and product launches — useful for short‑term volatility but not definitive on direction. Options activity on AMD
• Neutral Sentiment: Broader market lists (e.g., “5 Stocks to Buy in February”) include AMD as a momentum candidate, reflecting positive thematic support but not immediate price drivers. MarketBeat buy list
• Negative Sentiment: Conflicting reports (SemiAnalysis cited by multiple outlets) suggest potential delays to AMD’s MI‑series AI accelerators; such timing uncertainty is the primary near‑term catalyst for the share pullback. Reports of AI chip delays
• Negative Sentiment: Valuation concerns: several analysts/commentators argue AMD’s rally already prices in large AI/data‑center wins and the stock looks expensive relative to near‑term deliverables, prompting profit‑taking. Valuation critique
• Negative Sentiment: Broad market weakness and sector rotation amplified the decline today — not unique to AMD but important for short‑term downside pressure. Market sell-off context

Advanced Micro Devices Stock Down 6.1%

NASDAQ AMD opened at $236.73 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The stock has a market capitalization of $385.41 billion, a PE ratio of 117.19, a PEG ratio of 1.05 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The business’s 50-day moving average is $221.48 and its 200 day moving average is $202.47.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.03. The business had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The business’s revenue was up 35.6% on a year-over-year basis. During the same quarter last year, the business posted $0.92 EPS. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current 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.