Yousif Capital Management LLC Sells 7,654 Shares of Advanced Micro Devices, Inc. $AMD

Yousif Capital Management LLC lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 179,738 shares of the semiconductor manufacturer’s stock after selling 7,654 shares during the quarter. Advanced Micro Devices accounts for approximately 0.5% of Yousif Capital Management LLC’s portfolio, making the stock its 26th largest position. Yousif Capital Management LLC’s holdings in Advanced Micro Devices were worth $41,685,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. ORG Wealth Partners LLC grew its stake in shares of 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 acquiring an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. grew its stake 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 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 acquiring an additional 160 shares in the last quarter. Delos Wealth Advisors LLC grew its stake in shares of 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 acquiring an additional 100 shares in the last quarter. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Advanced Micro Devices in the 2nd quarter worth $34,000. Institutional investors own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on AMD. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. DA Davidson upgraded shares of Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Mizuho upped their target price on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 25th. Finally, Benchmark reiterated a “buy” rating and issued a $325.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average target price of $290.19.

Insider Activity at Advanced Micro Devices

In related news, 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 in the company, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 239,392 shares of company stock worth $50,016,383 in the last ninety days. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Price Performance

AMD opened at $221.53 on Wednesday. The firm has a market cap of $361.17 billion, a P/E ratio of 83.60, a PEG ratio of 0.82 and a beta of 1.96. The firm has a 50-day moving average of $208.63 and a 200 day moving average of $216.15. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to analyst estimates 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 for the quarter was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.09 earnings per share. On average, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong AI/data‑center demand and market‑share gains: coverage notes a surprise surge in chip demand tied to “agentic AI,” helping AMD win share in servers and supporting revenue momentum for its data‑center segment. AMD gains market share
• Positive Sentiment: High‑profile bullish analyst support remains: Wells Fargo reiterated an Overweight rating and a $345 price target, keeping a bullish narrative that AMD is a key AI compute beneficiary. That supports upside expectations vs. the recent pullback. Wells Fargo maintains Overweight
• Positive Sentiment: Institutional buying: an Eastern Bank 13F filing showed a meaningful add to AMD shares, indicating at least one institutional buyer stepped in during the quarter. Eastern Bank adds AMD
• Neutral Sentiment: Citi placed AMD on a 30‑day catalyst watch (and separately flagged CPU pricing/AI dynamics), a short‑term positive signal but not a rating upgrade — worth watching for upcoming catalyst announcements. Citi catalyst watch
• Neutral Sentiment: Market commentary debates the pullback: several pieces weigh whether the current dip is a buying opportunity or a pause after a strong rally — emphasizing technical levels and longer‑term AI tailwinds rather than new company fundamentals. AMD pullback analysis
• Neutral Sentiment: Industry supply signals remain supportive: supply‑chain reports (Samsung/Foxconn) and JEDEC forum activity point to continued server and memory demand — a positive backdrop but not an immediate AMD‑specific catalyst. Samsung AI memory demand
• Negative Sentiment: Citigroup cut its price target to $248 and moved to neutral — a clear near‑term headwind for sentiment that likely amplified selling pressure after the recent run. Citi lowers price target
• Negative Sentiment: Product‑leak headlines dented confidence: reports about PlayStation 6 chip validation produced a short‑term share drop despite being an early‑stage development — markets often punish uncertainty from leaks/rumors. PlayStation 6 leak
• Negative Sentiment: Structural risks and insider selling: analyst pieces note hyperscaler shifts toward custom Arm ASICs over time and public data shows heavy insider sales, both of which increase downside risk if AI server architectures evolve away from AMD’s sweet spot. Hyperscaler Arm shift

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.