Advanced Micro Devices (NASDAQ:AMD) EVP Mark Papermaster Sells 3,293 Shares

Advanced Micro Devices, Inc. (NASDAQ:AMD) EVP Mark Papermaster sold 3,293 shares of the company’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $225.00, for a total transaction of $740,925.00. Following the completion of the sale, the executive vice president directly owned 1,294,466 shares in the company, valued at approximately $291,254,850. The trade was a 0.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Advanced Micro Devices Stock Up 4.6%

AMD opened at $231.82 on Thursday. The firm’s 50-day simple moving average is $208.21 and its 200-day simple moving average is $216.26. 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 twelve month low of $78.87 and a twelve month high of $267.08. The firm has a market cap of $377.95 billion, a price-to-earnings ratio of 87.48, a PEG ratio of 0.82 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate 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 analyst estimates of $9.65 billion. During the same quarter in the prior year, the firm earned $1.09 EPS. The firm’s quarterly revenue was up 34.1% compared to the same quarter last year. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have commented on AMD shares. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Citigroup cut their target price on shares of Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating on the stock in a research report on Monday. Wells Fargo & Company restated an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a research report on Friday, January 30th. Finally, Morgan Stanley cut their target price on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $290.19.

Institutional Trading of Advanced Micro Devices

A number of hedge funds have recently modified their holdings of AMD. Vanguard Group Inc. raised its holdings in Advanced Micro Devices by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after buying an additional 2,525,109 shares during the period. State Street Corp grew its stake in shares of Advanced Micro Devices by 1.5% during the 4th quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock worth $16,044,712,000 after acquiring an additional 1,094,835 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Advanced Micro Devices by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock worth $8,015,897,000 after acquiring an additional 287,525 shares in the last quarter. Norges Bank bought a new position in shares of Advanced Micro Devices during the 4th quarter worth approximately $4,929,312,000. Finally, Price T Rowe Associates Inc. MD grew its stake in shares of Advanced Micro Devices by 0.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock worth $4,352,864,000 after acquiring an additional 55,969 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Analyst support: Wells Fargo’s continued Overweight call (and other bullish analyst notes) has been cited as a catalyst for buying interest, reinforcing the view that AMD will capture meaningful AI/data‑center share. Wells Fargo Maintains Overweight Rating for Advanced Micro Devices (AMD)
• Positive Sentiment: AI demand and “gigawatt” megadeals: coverage highlighting surging demand for AI infrastructure and AMD’s exposure to agentic AI projects supports expectations for accelerating data‑center revenue growth. AMD’s Stock Momentum Climbs As ‘Agentic AI’ And Gigawatt Megadeals Fuel Surge
• Positive Sentiment: Industry validation for hardware boom: reports noting strong server/memory demand (e.g., Foxconn/Samsung strength) help the narrative that AMD stands to benefit from robust AI hardware spending. Apple’s Silent Partner Just Validated the Hardware Boom (AMD)
• Positive Sentiment: Institutional buying: filings and fund updates show some institutions increasing AMD positions (e.g., Eastern Bank additions), which can support price momentum. Fund Update: EASTERN BANK Just Disclosed New Holdings
• Neutral Sentiment: Earnings cadence: AMD set its Q1 FY2026 results release for May 5 — a near‑term event that could drive volatility as investors update expectations. AMD to Report Fiscal First Quarter 2026 Financial Results
• Neutral Sentiment: Diverging analyst views and targets: while several firms remain bullish (high targets from some boutiques), other houses (e.g., Citi) trimmed price targets, producing mixed signals on near‑term upside. Citigroup Lowers Advanced Micro Devices (NASDAQ:AMD) Price Target to $248.00
• Negative Sentiment: High‑profile selling: notable sales by investors/managers — including reported Cathie Wood selling and ongoing insider dispositions (some pre‑arranged) — can create headlines and short‑term pressure even if sales are part of planned programs. Massive News: Cathie Wood Just Unloaded This Huge AI Semiconductor Stock Mark D. Papermaster Insider Sale
• Negative Sentiment: Longer‑term competitive risk: coverage noting hyperscalers shifting to Arm‑based custom chips is a structural risk for x86 providers like AMD if cloud providers accelerate proprietary silicon spending. Hyperscalers Shift To Arm Chips What It Means For AMD Valuation

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.