Morse Asset Management Inc Has $3.74 Million Position in Advanced Micro Devices, Inc. $AMD

Morse Asset Management Inc lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 45.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 23,114 shares of the semiconductor manufacturer’s stock after buying an additional 7,259 shares during the quarter. Morse Asset Management Inc’s holdings in Advanced Micro Devices were worth $3,740,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. ORG Wealth Partners LLC lifted its position 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 during the last quarter. Koesten Hirschmann & Crabtree INC. grew its position 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 valued at $26,000 after purchasing an additional 61 shares during the last quarter. Aviso Financial Inc. grew its position in shares of 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 purchasing an additional 160 shares during the last quarter. Delos Wealth Advisors LLC increased its stake in shares of Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 100 shares during the period. Finally, Evolution Wealth Management Inc. bought a new position in shares of Advanced Micro Devices during the second quarter worth approximately $34,000. Institutional investors own 71.34% of the company’s stock.

Insider Activity

In related news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred 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 transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president owned 129,598 shares of the company’s stock, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 239,392 shares of company stock valued at $50,016,383 over the last quarter. 0.06% of the stock is owned by corporate insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform expands AMD’s route to market for Instinct accelerators and helps position AMD in large AI clusters. Celestica and AMD Announce Collaboration
• Positive Sentiment: U.S. export‑policy reversal eases restrictions on advanced AI accelerator sales abroad, removing a regulatory overhang and widening AMD’s addressable market for Instinct GPUs. US Export Reversal Clears Path
• Positive Sentiment: Multi‑year IP license and settlement with Adeia clears legal uncertainty and gives AMD access to additional semiconductor IP — a near‑term risk reduction that can accelerate product work. AMD Ties Up With Adeia
• Positive Sentiment: Expanded manufacturing/assembly ties (Flex, Celestica and others) support scaling of Instinct platforms and reduce execution risk on large cloud/customer orders. Assessing Flex Valuation After Expanded AMD Partnership
• Positive Sentiment: Several brokers and analysts remain bullish on AMD’s AI growth trajectory and have reiterated favorable ratings/targets, underpinning demand. Analysts Stay Bullish on AI Demand
• Neutral Sentiment: Early reports that RDNA 5 GPUs show improved performance could help AMD in graphics/inference, but final benchmarks and partner wins will determine commercial impact. RDNA 5 GPUs May Even the Playing Field
• Neutral Sentiment: Reported short‑interest data show no meaningful change, so short dynamics are not a current driver for price action.
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at the disclosed average), adding to a pattern of insider selling that can dent near‑term sentiment even if sales are for diversification or tax planning. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Nvidia’s GTC product/roadmap push and new AI silicon announcements keep competitive pressure high — a narrative investors watch closely as NVIDIA further distances itself in scale and ecosystem. Nvidia GTC Keynote Coverage
• Negative Sentiment: Some Wall Street firms (Goldman, D.A. Davidson) and macro volatility (e.g., oil‑supply shocks) have highlighted near‑term downside risk and estimate caution that could weigh on the shares if growth forecasts are trimmed. Analyst Caution Oil Supply Disruptions and Chip Stocks

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $196.58 on Tuesday. The stock’s fifty day moving average price is $215.67 and its two-hundred day moving average price is $210.63. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. 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 has a market cap of $320.51 billion, a PE ratio of 74.18, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last released 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. The firm had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s revenue was up 34.1% compared to the same quarter last year. During the same period in the prior year, the company posted $1.09 EPS. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Truist Financial set a $283.00 price target on Advanced Micro Devices in a research note on Wednesday, February 4th. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Finally, KeyCorp reissued an “overweight” rating and issued a $330.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $290.53.

About Advanced Micro Devices

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.