Westview Management dba Westview Investment Advisors Invests $2.38 Million in Advanced Micro Devices, Inc. $AMD

Westview Management dba Westview Investment Advisors acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 11,132 shares of the semiconductor manufacturer’s stock, valued at approximately $2,384,000.

A number of other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in Advanced Micro Devices by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock valued at $25,238,876,000 after acquiring an additional 1,348,892 shares during the period. State Street Corp lifted its holdings in shares of Advanced Micro Devices by 2.4% during the third quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after purchasing an additional 1,755,182 shares during the period. Norges Bank acquired a new position in shares of Advanced Micro Devices during the second quarter worth $3,094,662,000. Amundi grew its stake in shares of Advanced Micro Devices by 17.5% in the third quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after purchasing an additional 2,012,865 shares during the last quarter. Finally, Invesco Ltd. grew its stake in shares of Advanced Micro Devices by 6.5% in the third quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock worth $2,159,640,000 after purchasing an additional 813,844 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $201.29 on Monday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm’s fifty day simple moving average is $215.07 and its two-hundred day simple moving average is $211.71. 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 $328.19 billion, a P/E ratio of 75.96, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last posted 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 firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period last year, the company posted $1.09 EPS. As a group, analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices 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 completion of the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Lisa T. Su sold 85,000 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the transaction, the chief executive officer directly owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 239,392 shares of company stock worth $50,016,383. Company insiders own 0.06% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD is in active talks to sell 10,000 MI355 AI accelerators to South Korean startup Upstage, a deal that would accelerate adoption of AMD’s MI3xx family in hyperscale/regional AI deployments and help diversify customers away from Nvidia. This is the largest, most market‑moving commercial AI procurement story in the set. AI Startup Upstage Looking at Buying 10,000 AMD Chips in Korea
• Positive Sentiment: Strategic partnerships: AMD joined the Optical Compute Interconnect (OCI) consortium alongside Meta, Microsoft, NVIDIA and OpenAI, putting it at the table to shape future hyperscale optical interconnect standards — a long‑term positive for server and GPU/accelerator placements in cloud data centers. AMD Joins OCI Group As Optical AI Standard Shapes Valuation Debate
• Positive Sentiment: Supply and foundry cooperation: AMD signed an MOU to deepen ties with Samsung on memory supplies and explored foundry collaboration, which could ease memory & capacity constraints for AI products over time and support server roadmap execution. Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
• Positive Sentiment: Long‑term bull case: A Motley Fool piece argues that if the AI infrastructure boom continues, AMD could scale toward a very large market cap over several years — a bullish narrative that can support investor conviction despite near‑term swings. Prediction: This Unstoppable Growth Stock Will Be Worth $2 Trillion in the Next 7 Years
• Neutral Sentiment: Analyst and positioning snapshot: Coverage remains overwhelmingly positive (multiple buy/outperform ratings and a median price target well above current levels), and institutional flows are mixed — some large adds and some big reductions — keeping volatility and dispersion in expectations. Advanced Micro Devices Stock (AMD) Opinions on Q4 Earnings and AI Deals
• Negative Sentiment: Near‑term headwinds: Market reaction is being tempered by guidance that implies a sequential dip (per earnings aftermath coverage), reliance on China sales and inventory dynamics beneath headline beats — factors that can compress forward multiples. Heavy insider selling is also highlighted in data summaries, which can raise investor caution. Advanced Micro Devices Stock (AMD) Opinions on Q4 Earnings and AI Deals

Analysts Set New Price Targets

Several brokerages recently issued reports on AMD. Sanford C. Bernstein set a $235.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. China Renaissance started coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price target on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Finally, Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus 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.