US Bancorp DE trimmed its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 3.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,125,865 shares of the semiconductor manufacturer’s stock after selling 44,467 shares during the period. US Bancorp DE’s holdings in Advanced Micro Devices were worth $241,116,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently bought and sold shares of the company. ORG Wealth Partners LLC boosted its holdings in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. boosted its holdings in Advanced Micro Devices by 61.0% in the 3rd 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. boosted its holdings in Advanced Micro Devices by 400.0% in the 3rd 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 boosted its holdings in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 100 shares during the last quarter. Finally, LFA Lugano Financial Advisors SA boosted its holdings in Advanced Micro Devices by 74.1% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 235 shares of the semiconductor manufacturer’s stock valued at $38,000 after purchasing an additional 100 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Advanced Micro Devices
In related news, EVP Mark D. Papermaster sold 31,320 shares of the company’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the sale, the executive vice president directly owned 1,236,037 shares of the company’s stock, valued at $432,612,950. This represents a 2.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 7,500 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the sale, the executive vice president directly owned 129,598 shares in the company, valued at approximately $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 304,672 shares of company stock valued at $70,135,070 in the last 90 days. Corporate insiders own 0.50% of the company’s stock.
More Advanced Micro Devices News
- Positive Sentiment: Hyperscaler and Big Tech spending outlooks underpin AI‑chip demand — reports show hyperscalers (Microsoft, Amazon, Google, Meta) are planning very large AI infrastructure outlays, and commentary around Big Tech earnings is supporting chip names including AMD. Barron’s: What Big Tech Earnings Mean for AI Chips
- Positive Sentiment: Analysts are lifting targets and upgrading coverage — Susquehanna and other firms have raised price targets/ratings (Susquehanna bumped its PT to $375), citing accelerating server CPU share gains and GPU ramps that support upside into earnings. Susquehanna Raises AMD Price Target
- Positive Sentiment: Product/event cadence and partner wins increase visibility — AMD announced its “Advancing AI 2026” developer event (and reporting of multi‑GW Meta GPU commitments has surfaced), giving the market a line of sight on upcoming Instinct GPU and EPYC roadmap news that could boost sentiment. AMD Announces Advancing AI 2026
- Neutral Sentiment: Insider sale disclosed but executed under a Rule 10b5‑1 plan — an EVP sold ~31,320 shares at ~$350; pre‑arranged plans reduce the negative read for investors but attract attention. Papermaster Form 4
- Neutral Sentiment: Q1 earnings due May 5 is the near‑term catalyst — AMD’s recent track record of beats gives it a path to validate current optimism, so results will likely be the primary driver of the next leg of the move. Zacks: AMD Earnings Preview
- Negative Sentiment: OpenAI revenue/user miss sparked a sector pullback — reports that OpenAI missed internal targets have prompted broad concern about near‑term AI infrastructure spend, which directly weighed on AMD and other AI‑chip suppliers. Blockonomi: OpenAI Shortfall
- Negative Sentiment: Analyst downgrade and profit‑taking after a rapid run — Northland’s cut to Market Perform and institutional trimming have amplified selling pressure following AMD’s big rally, creating short‑term volatility. Barchart: Analyst Downgrade
Advanced Micro Devices Price Performance
Shares of AMD opened at $337.11 on Thursday. Advanced Micro Devices, Inc. has a fifty-two week low of $91.87 and a fifty-two week high of $352.99. The firm’s 50 day moving average price is $229.49 and its 200 day moving average price is $227.35. The company has a market cap of $549.60 billion, a P/E ratio of 127.21, a PEG ratio of 1.21 and a beta of 1.96. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced 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 firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the prior year, the firm earned $1.09 EPS. The firm’s revenue for the quarter was up 34.1% on a year-over-year basis. On average, research analysts forecast that Advanced Micro Devices, Inc. will post 5.78 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
Several equities analysts have weighed in on AMD shares. Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 target price on shares of Advanced Micro Devices in a report on Friday, January 30th. Erste Group Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Thursday, April 2nd. DA Davidson raised shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and boosted their price target for the company from $220.00 to $375.00 in a research note on Friday, April 24th. The Goldman Sachs Group upped their price objective on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Finally, Northland Securities restated a “market perform” rating and issued a $260.00 price objective on shares of Advanced Micro Devices in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $297.49.
View Our Latest Analysis on Advanced Micro Devices
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.
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