1,441 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Sandro Wealth Management LLC

Key Points

• Sandro Wealth Management bought a new position of 1,441 shares (~$309,000) in AMD, while several large institutions (Jennison, Wellington, Assenagon, Nordea, Vanguard) markedly increased holdings, leaving 71.34% of the stock owned by institutional investors.
• Corporate insiders have been net sellers recently — including EVP Paul Grasby (7,500 shares) and CEO Lisa Su (125,000 shares) — with 304,672 shares sold (~$70.1M) in the last 90 days and insiders now owning about 0.50% of AMD.
• Analysts hold a consensus of "Moderate Buy" with an average price target of $300.05, while the stock trades above that (opened at $360.54) after AMD reported an earnings beat (Q1 EPS $1.53 vs $1.32, revenue $10.27B, +34.1% YoY); commentary highlights growing data‑center/AI momentum but cautions on valuation and potential pullback risk.

Sandro Wealth Management LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 1,441 shares of the semiconductor manufacturer's stock, valued at approximately $309,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Jennison Associates LLC grew its holdings in Advanced Micro Devices by 181.6% in the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer's stock valued at $2,336,552,000 after purchasing an additional 7,035,991 shares during the period. Wellington Management Group LLP grew its holdings in Advanced Micro Devices by 335.9% in the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer's stock valued at $784,330,000 after purchasing an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. grew its holdings in Advanced Micro Devices by 104.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer's stock valued at $1,283,096,000 after purchasing an additional 3,059,935 shares during the period. Nordea Investment Management AB grew 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 purchasing an additional 2,619,294 shares during the period. Finally, Vanguard Group Inc. grew its holdings in Advanced Micro Devices by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer's stock valued at $33,949,256,000 after purchasing an additional 2,525,109 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices 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 transaction, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 304,672 shares of company stock worth $70,135,070. 0.50% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several analysts have commented on the company. Jefferies Financial Group reissued a "buy" rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Wells Fargo & Company reissued an "overweight" rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday, January 30th. China Renaissance assumed coverage on Advanced Micro Devices in a report on Tuesday, January 13th. They issued a "buy" rating and a $291.00 price objective on the stock. Piper Sandler reissued an "overweight" rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Finally, TD Cowen reissued a "buy" rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and nine have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $300.05.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $360.54 on Friday. The company has a market cap of $587.80 billion, a PE ratio of 136.05, a price-to-earnings-growth ratio of 1.28 and a beta of 1.96. The stock's 50 day simple moving average is $232.51 and its 200-day simple moving average is $228.24. Advanced Micro Devices, Inc. has a 1-year low of $96.88 and a 1-year high of $362.79. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion for 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 business's quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter last year, the business posted $1.09 earnings per share. As a group, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 5.82 EPS for the current fiscal year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Riot Platforms expanded its AMD data‑center deal (adds ~25 MW / doubles contracted capacity), a visible commercial win that signals more data‑center GPU deployments for AMD and helped lift market enthusiasm. Riot jumps 10% as AMD signs additional 25 MW AI deployment: Q1 Earnings
• Positive Sentiment: Leaked timing for AMD’s Ryzen AI “halo” mini‑PC has driven retail and trader excitement around new product cadence and edge/desktop AI sales upside. AMD Stock Rallies as a Release Date for the Ryzen AI Halo PC Leaks
• Positive Sentiment: Coverage pieces (e.g., Forbes) argue AMD is breaking into Nvidia’s data‑center dominance, reinforcing a narrative of expanding GPU+CPU share in AI infrastructure. That narrative supports a higher long‑term multiple if AMD keeps winning design slots. AMD's AI Coup: Breaking The Nvidia Monopoly
• Positive Sentiment: Susquehanna and other bullish analyst notes ahead of earnings highlight growing data‑center demand and recommend buying before May 5, supporting short‑term momentum into AMD’s Q1 print. As Data Center Demand Grows, Susquehanna Says You Should Buy AMD Stock Before May 5
• Neutral Sentiment: Wall Street is split: several five‑star analysts are divided on valuation and near‑term upside even as the stock has rallied sharply, so guidance/metrics in AMD’s upcoming report will matter more than headlines. 5-Star Analysts Are Split on AMD as Stock Soars into Q1 Earnings
• Negative Sentiment: ARK Invest trimmed AMD from its ETF (Cathie Wood reallocated into Meta/Alphabet), signaling at least some active‑manager profit taking that can pressure the stock after a big run. Cathie Wood Loads Up on Meta, Alphabet Sells AMD
• Negative Sentiment: Schwab and other strategists warn the semiconductor group faces “overhead supply” risk after a near‑50% rally from March lows — a cautionary signal that a pullback or rotation is possible if earnings/guidance disappoint. Schwab Analyst: Chip Stocks Face ‘Overhead Supply’ Risk After 50% Rally Off March Lows
• Negative Sentiment: Royal Bank of Canada bumped its price target to $325 but kept a “sector perform” call; that TP sits below the current quote and can be read as a reminder of valuation risk if momentum fades. RBC Raises AMD Price Target to $325 (Benzinga)

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.