Moody National Bank Trust Division Lowers Stock Holdings in Advanced Micro Devices, Inc. $AMD

Moody National Bank Trust Division decreased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 28.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,487 shares of the semiconductor manufacturer’s stock after selling 4,966 shares during the period. Moody National Bank Trust Division’s holdings in Advanced Micro Devices were worth $2,674,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. ORG Wealth Partners LLC raised its position in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. boosted its stake 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 acquiring an additional 61 shares in the last quarter. Aviso Financial Inc. grew its stake in shares of Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 160 shares during the last quarter. Delos Wealth Advisors LLC grew its stake 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. bought a new stake in Advanced Micro Devices during the 2nd quarter valued at about $34,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the sale, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This represents a 5.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is owned by company insiders.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD is in advanced talks to supply ~10,000 MI355 AI accelerators to South Korea’s Upstage, a meaningful international AI hardware win that would expand AMD’s footprint beyond U.S. hyperscalers and validate the MI3xx product family. AMD AI Deal Talks With Upstage Highlight Valuation Gap And Growth Story
• Positive Sentiment: Data-center revenue is a clear growth driver — Zacks notes a 39% surge in AMD’s Data Center sales to $5.38B, driven by EPYC CPUs and Instinct GPUs, supporting the narrative of durable cloud demand and further upside if MI450/MI450-class ramps proceed. AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?
• Positive Sentiment: MarketBeat and other bullish write-ups position AMD as a buy heading into Q1 earnings, highlighting the upcoming MI450 launch (rack-scale AI GPUs) and institutional accumulation that could act as a catalyst if guidance and product timelines impress. Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings
• Positive Sentiment: Short-term demand/support: reports of a Ryzen price cut and talk of a rumored desktop refresh lifted sentiment and trading momentum, showing consumer CPU competitiveness can still spark share gains. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Industry supply-chain moves: coverage highlights Samsung’s HBM4 memory deal as a potential back-door into AMD’s AI supply chain — this signals stronger component partnerships but also underscores HBM scarcity and the supply constraints that could limit immediate GPU volume. Samsung just found a shocking new way into AMD’s AI push
• Negative Sentiment: Competitor risk rises as Arm announced it will start selling its own high-core-count chips (AGI CPU) and aims for ~$15B annual sales — Arm’s move from licensing to product sales represents a new competitive vector in custom AI silicon, potentially increasing long-term pressure on margins and design wins. Arm to Sell Its Own Chips, Eyeing Sales Goal of $15 Billion
• Negative Sentiment: Analyst caution: Bernstein/other firms have favored Nvidia and Broadcom over AMD (recommending avoid on AMD), which can weigh on investor sentiment and limit re-rating even if AMD posts strong results. ‘Own Nvidia, Broadcom,’ But Avoid AMD Stock – Bernstein Weighs In on AI Chip Stocks

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $205.37 on Wednesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm’s 50 day simple moving average is $214.66 and its 200-day simple moving average is $212.38. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The stock has a market capitalization of $334.84 billion, a price-to-earnings ratio of 77.50, a PEG ratio of 0.76 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS 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 during the quarter, compared to analysts’ expectations of $9.65 billion. During the same period in the prior year, the business earned $1.09 earnings per share. The company’s quarterly revenue was up 34.1% compared to the same quarter last year. Analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. The Goldman Sachs Group lifted their price objective on Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Roth Mkm reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Finally, TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $290.53.

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.