Insight Wealth Strategies LLC Lowers Position in Advanced Micro Devices, Inc. $AMD

Insight Wealth Strategies LLC decreased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 14.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,626 shares of the semiconductor manufacturer’s stock after selling 3,048 shares during the period. Insight Wealth Strategies LLC’s holdings in Advanced Micro Devices were worth $3,989,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Advanced Micro Devices during the 2nd quarter valued at $3,094,662,000. Jennison Associates LLC purchased a new position in shares of Advanced Micro Devices in the 3rd quarter worth $626,826,000. Wellington Management Group LLP raised its position in shares of Advanced Micro Devices by 335.9% in the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after buying an additional 3,735,807 shares during the period. Nordea Investment Management AB boosted its holdings in Advanced Micro Devices by 203.7% in the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after acquiring an additional 2,619,294 shares during the last quarter. Finally, Rafferty Asset Management LLC boosted its holdings in Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after acquiring an additional 2,430,533 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 1.6%

AMD stock opened at $199.46 on Thursday. The company has a market capitalization of $325.20 billion, a P/E ratio of 75.27, a PEG ratio of 0.74 and a beta of 1.98. The firm has a 50 day simple moving average of $215.10 and a 200-day simple moving average of $210.79. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data 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. 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% compared to the same quarter last year. During the same period last year, the business earned $1.09 EPS. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on AMD shares. Jefferies Financial Group restated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Raymond James Financial initiated coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price objective on the stock. Benchmark reiterated a “buy” rating and set a $325.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Phillip Securities raised shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. Finally, Mizuho raised their price target on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. One equities research 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 company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $290.53.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the sale, the chief executive officer owned 3,152,476 shares in the company, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is currently owned by company insiders.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Samsung MOU to supply HBM4 and optimized DRAM for AMD’s next‑gen Instinct MI455X and EPYC chips reduces a key AI‑memory bottleneck and opens talks on foundry services — a direct supply‑chain win for AMD’s data‑center ramp. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD + Celestica announced the open‑standard Helios rack‑scale AI platform (built around AMD Instinct accelerators), which can broaden AMD’s route into hyperscale and enterprise deployments and reduce customer lock‑in. AMD and Celestica Bring Helios
• Positive Sentiment: Multiple reports and analyst commentary (including post‑GTC reads) suggest the AI infrastructure cycle is expanding and AMD’s open‑standards/MI455X memory advantage could win hyperscaler designs — reinforcing the bull case for share gains in servers and AI. The Nvidia GTC Has Been Very Bullish For AMD
• Neutral Sentiment: Product leaks/refreshes (Ryzen/ZEN and RDNA 5) show R&D progress that could help PC and GPU cycles, but final performance, partner wins and timing remain uncertain. AMD Stock Jumps on Ryzen Leak
• Neutral Sentiment: Reported short‑interest data show no meaningful build, so short dynamics are not driving the move.
• Negative Sentiment: CEO Lisa Su’s sale of 85,000 shares (~$16.9M) is disclosed and can weigh on near‑term sentiment even if it’s routine diversification. Insider Sale SEC Filing
• Negative Sentiment: Macro and competitive risks persist — oil‑supply shocks and continued Nvidia momentum (and China export/licensing dynamics) could increase volatility and cap upside if growth expectations are trimmed. Oil Supply Disruptions and Chip Stocks

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.