Clearline Capital LP Purchases 9,000 Shares of Advanced Micro Devices, Inc. $AMD

Clearline Capital LP grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 124,404 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,000 shares during the period. Advanced Micro Devices comprises about 0.9% of Clearline Capital LP’s portfolio, making the stock its 18th largest position. Clearline Capital LP’s holdings in Advanced Micro Devices were worth $20,127,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AMD. Koesten Hirschmann & Crabtree INC. increased its position in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares in the last quarter. ORG Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 46 shares in the last quarter. Pinney & Scofield Inc. lifted its holdings in Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares in the last quarter. Aviso Financial Inc. grew its stake in Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 160 shares during the period. Finally, Signature Resources Capital Management LLC grew its stake in Advanced Micro Devices by 170.4% in the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after acquiring an additional 138 shares during the period. 71.34% of the stock is owned by institutional investors.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 154,392 shares of company stock worth $33,120,933 in the last three months. 0.06% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on AMD shares. Benchmark reaffirmed a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $230.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Morgan Stanley lowered their target price on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Roth Mkm reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, The Goldman Sachs Group upped their price target on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $290.53.

Advanced Micro Devices Trading Down 2.2%

NASDAQ:AMD opened at $193.39 on Friday. The company has a market cap of $315.30 billion, a P/E ratio of 72.98, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The business has a 50 day moving average price of $216.16 and a two-hundred day moving average price of $210.13. 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 posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue was up 34.1% compared to the same quarter last year. During the same period last year, the company earned $1.09 earnings per share. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

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.