7,000 Shares in Advanced Micro Devices, Inc. $AMD Acquired by Nkcfo LLC

Key Points

• Nkcfo LLC opened a new position in Advanced Micro Devices (AMD) during Q4, acquiring 7,000 shares valued at approximately $1.499 million.
• Company insiders have been net sellers recently — EVPs Forrest Norrod and Paul Grasby sold large blocks and insiders disposed of 304,672 shares worth about $70.1 million in the last 90 days, leaving insiders with roughly 0.50% ownership.
• Analysts are increasingly bullish after AMD's strong quarter (EPS $1.53 vs. $1.32 estimate; revenue $10.27B vs. $9.65B), with several firms raising targets up to $375 and a MarketBeat average target of $297.49, supporting a "Moderate Buy" consensus.

Nkcfo LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 7,000 shares of the semiconductor manufacturer's stock, valued at approximately $1,499,000.

A number of other institutional investors have also recently added to or reduced their stakes in AMD. Joseph Group Capital Management purchased a new stake in Advanced Micro Devices in the fourth quarter valued at $25,000. ORG Wealth Partners LLC raised its position in Advanced Micro Devices by 39.7% in the third 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 period. Koesten Hirschmann & Crabtree INC. grew its stake 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 buying an additional 61 shares in the last quarter. Aviso Financial Inc. grew its stake 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 buying an additional 160 shares in the last quarter. Finally, Delos Wealth Advisors LLC grew its stake in shares of Advanced Micro Devices by 100.0% in the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after buying an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company's stock.

Insiders Place Their Bets

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction 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 owned 129,598 shares of the company's stock, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 304,672 shares of company stock valued at $70,135,070. 0.50% of the stock is owned by insiders.

Advanced Micro Devices Trading Up 5.2%

NASDAQ:AMD opened at $354.49 on Friday. The stock has a 50-day simple moving average of $232.51 and a 200-day simple moving average of $228.24. The stock has a market cap of $577.94 billion, a P/E ratio of 133.77, a P/E/G ratio of 1.21 and a beta of 1.96. Advanced Micro Devices, Inc. has a 1 year low of $96.45 and a 1 year high of $354.96. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to analysts' expectations 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 period in the prior year, the firm posted $1.09 EPS. As a group, analysts anticipate that Advanced Micro Devices, Inc. will post 5.82 earnings per share for the current fiscal year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Susquehanna and other analysts raised price targets and reiterated Buy calls, citing accelerating data‑center CPU/GPU momentum that supports further upside for AMD. Susquehanna Raises AMD Price Target to $375
• Positive Sentiment: AMD is being pulled into data‑center wins and ecosystem deals — partners and customers (e.g., CoreWeave/CHAI AI growth and Riot Platforms expanding AMD‑backed data‑center capacity) increase visibility for GPU/accelerator revenue beyond gaming. CHAI AI, Backed by CoreWeave and AMD, Hits $80M ARR Riot Platforms Climbs on AMD Partnership
• Positive Sentiment: Momentum into earnings: coverage notes AMD’s rally ahead of Q1 as investors price in strong AI/data‑center demand and potential upside to guidance. That sentiment is helping push the stock higher into the print. AMD Stock Continues to Rally Leading Up to Earnings
• Neutral Sentiment: Upcoming Q1 report (May 5) is the main catalyst — analysts highlight a $9.8B revenue guide and key metrics (server CPU share, MI450/MI308 GPU ramps) to watch; strong prints could validate current valuations, weak prints could trigger sharp short‑term moves. Buy AMD Stock Before Q1 Earnings
• Neutral Sentiment: Valuation debate: several writeups note AMD’s powerful multi‑period run and ask whether the current price already reflects AI/data‑center upside — this is keeping both momentum traders and cautious investors active. A Look At AMD Valuation After A Powerful Multi‑Period Share Price Run
• Neutral Sentiment: Some long‑term bulls remain constructive but are avoiding adding into the print (caution around China demand timing and quarter‑to‑quarter variability). That moderates buying even as the trend is up. AMD Q1 Preview: I Own It, But I'm Not Adding
• Negative Sentiment: Deutsche Bank and other cautious notes warn the recent run may be priced for perfection; any execution or guidance hiccup could prompt a pullback. Deutsche Bank Pours Cold Water on AMD Stock
• Negative Sentiment: Sector‑level risk: OpenAI/Big Tech guidance concerns have caused intermittent AI‑chip selloffs; AMD can be swept lower with broader AI/semiconductor weakness even if company fundamentals remain intact. OpenAI Concerns Ripple Across AI Stocks
• Negative Sentiment: Earlier analyst downgrades or cautious notes have triggered short‑term slides; these show how sentiment can flip quickly around earnings and guidance. AMD Stock Slides on Analyst Downgrade

Analysts Set New Price Targets

A number of brokerages have recently weighed in on AMD. KeyCorp reaffirmed an "overweight" rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Roth Mkm reissued a "buy" rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. DA Davidson raised Advanced Micro Devices from a "neutral" rating to a "buy" rating and boosted their target price for the stock from $220.00 to $375.00 in a research note on Friday, April 24th. Mizuho boosted their target price on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an "outperform" rating in a research note on Wednesday, February 25th. Finally, Susquehanna boosted their target price on Advanced Micro Devices from $300.00 to $375.00 and gave the stock a "positive" rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $297.49.

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.

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