3,714 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Miller Global Investments LLC

Miller Global Investments LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 3,714 shares of the semiconductor manufacturer’s stock, valued at approximately $795,000.

Several other institutional investors have also added to or reduced their stakes in AMD. Koesten Hirschmann & Crabtree INC. increased its stake in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 61 shares in the last quarter. ORG Wealth Partners LLC lifted its stake 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 valued at $26,000 after buying an additional 46 shares in the last quarter. Aviso Financial Inc. lifted its stake in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares in the last quarter. Delos Wealth Advisors LLC boosted its holdings in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 100 shares during the period. Finally, Signature Resources Capital Management LLC boosted its holdings in Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after buying an additional 138 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Advanced Micro Devices Stock Up 2.9%

Shares of NASDAQ AMD opened at $205.27 on Friday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The business has a 50-day moving average of $215.11 and a 200-day moving average of $210.75. The firm has a market capitalization of $334.67 billion, a price-to-earnings ratio of 77.46, a PEG ratio of 0.75 and a beta of 1.98. 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 announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $9.65 billion. During the same period last year, the firm posted $1.09 earnings per share. Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. Sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, Mizuho increased their price objective on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $290.53.

Key Advanced Micro Devices News

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

• Positive Sentiment: Samsung signed an MOU to supply next‑gen HBM4 and discuss foundry services with AMD — a clear supply‑chain win that supports AMD’s upcoming MI455X accelerators and 6th‑Gen EPYC demand, easing a key bottleneck for AI GPUs. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD and Celestica unveiled the open‑standard Helios rack‑scale AI platform partnership — this can accelerate hyperscaler adoption, simplify deployments for customers, and strengthen AMD’s ecosystem versus closed stacks. As Celestica Partners with AMD
• Positive Sentiment: Micron’s blowout quarter highlights a supercharged AI memory cycle (HBM demand and pricing), which is a tailwind for AMD’s AI GPUs that require large HBM stacks — supports revenue/margin outlook for AI accelerators broadly. Micron’s Mic-Drop Quarter
• Positive Sentiment: AMD issued a public rebuttal around counterfeit Ryzen laptop stickers; the firm’s statement triggered a short‑term positive stock reaction — shows active brand/protection management and removed a specific near‑term overhang. AMD Stock Rises on a Counterfeit Ryzen Rebuttal
• Neutral Sentiment: RBC Capital kept a “Sector Perform” rating and $230 price objective — constructive for conviction in customer ramps (OpenAI, Meta) but not a bullish upgrade; an anchor for expectations. RBC Capital Maintains Sector Perform on AMD
• Neutral Sentiment: Reported short‑interest data this month shows anomalous zero/NaN figures — likely a reporting/data glitch, so not a meaningful signal for positioning.
• Negative Sentiment: Analysts flag Broadcom’s stronger near‑term AI revenue and hyperscaler demand as a preferable infrastructure play — a competitive risk that could shift incremental hyperscaler spend away from AMD. AMD vs. Broadcom
• Negative Sentiment: Sectorwide risks: reports of a helium shortage and other supply/operational shocks are weighing on chip stocks today, which can pressure AMD despite company‑specific positives. Why Are Semiconductor Chip Stocks Falling?
• Negative Sentiment: Nvidia is ramping H200 production in China and retains strong momentum — continued NVDA strength is the main competitive headwind for AMD in AI accelerators. Nvidia Restarts H200 Production

Insider Activity at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 239,392 shares of company stock worth $50,016,383. Corporate insiders own 0.06% of the company’s stock.

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.