Advanced Micro Devices, Inc. $AMD Shares Sold by Bellecapital International Ltd.

Key Points

• Bellecapital International Ltd. trimmed its AMD stake by 23.6% in Q4, selling 40,126 shares and ending the quarter with 129,684 shares worth $27.77 million (about 4.9% of the fund and its 3rd largest holding).
• Insiders have been net sellers, with 304,672 shares sold (~$70.1 million) in the last 90 days — notable sales include EVP Forrest Norrod (19,450 shares at $216.81) and EVP Mark Papermaster (31,320 shares at $350 under a 10b5‑1 plan).
• AMD posted a strong quarter (EPS $1.53 vs $1.32 expected; revenue $10.27B vs $9.65B), trading near a 52‑week high (~$360), while analysts remain mixed — consensus is a Moderate Buy with an average target around $300 amid valuation debate.

Bellecapital International Ltd. trimmed its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 23.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 129,684 shares of the semiconductor manufacturer's stock after selling 40,126 shares during the period. Advanced Micro Devices accounts for about 4.9% of Bellecapital International Ltd.'s portfolio, making the stock its 3rd biggest holding. Bellecapital International Ltd.'s holdings in Advanced Micro Devices were worth $27,773,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Joseph Group Capital Management acquired a new stake in Advanced Micro Devices during the 4th quarter worth approximately $25,000. Koesten Hirschmann & Crabtree INC. lifted its holdings in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after purchasing an additional 61 shares during the last quarter. ORG Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after purchasing an additional 46 shares during the last quarter. Key Capital Management INC acquired a new stake in Advanced Micro Devices during the 4th quarter worth approximately $38,000. Finally, PFS Partners LLC lifted its holdings in Advanced Micro Devices by 269.2% during the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer's stock worth $41,000 after purchasing an additional 140 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction 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 transaction, the executive vice president directly owned 289,098 shares of the company's stock, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Mark D. Papermaster sold 31,320 shares of Advanced Micro Devices stock in a transaction on Friday, April 24th. The shares were sold at an average price of $350.00, for a total value of $10,962,000.00. Following the completion of the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 304,672 shares of company stock valued at $70,135,070 over the last 90 days. 0.50% of the stock is currently owned by insiders.

Trending Headlines about Advanced Micro Devices

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 Price Performance

Shares of NASDAQ AMD opened at $360.54 on Monday. The stock has a market capitalization of $587.80 billion, a PE ratio of 136.05, a P/E/G ratio of 1.30 and a beta of 2.40. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The business has a fifty day moving average price of $232.51 and a two-hundred day moving average price of $228.39. Advanced Micro Devices, Inc. has a fifty-two week low of $96.88 and a fifty-two week high of $362.79.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings data 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 firm 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 company's quarterly revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.09 EPS. As a group, equities analysts predict that Advanced Micro Devices, Inc. will post 5.82 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several analysts recently weighed in on AMD shares. Citigroup dropped their price target on Advanced Micro Devices from $260.00 to $248.00 and set a "neutral" rating for the company in a report on Monday, April 6th. Stifel Nicolaus lifted their price target on Advanced Micro Devices from $280.00 to $320.00 and gave the stock a "buy" rating in a report on Monday, April 20th. Mizuho lifted their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an "outperform" rating in a report on Wednesday, February 25th. Morgan Stanley dropped their price target on Advanced Micro Devices from $260.00 to $255.00 and set an "equal weight" rating for the company in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada lifted their price target on Advanced Micro Devices from $230.00 to $325.00 and gave the stock a "sector perform" rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $300.05.

About Advanced Micro Devices

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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