Benjamin Edwards Inc. Sells 2,290 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• Benjamin Edwards Inc. trimmed its AMD stake by 5.4% in Q4, selling 2,290 shares and retaining 40,311 shares valued at about $8.63 million.
• Significant insider selling occurred: EVP Mark Papermaster sold 31,320 shares for roughly $10.96 million under a Rule 10b5-1 plan, and insiders sold 304,672 shares (~$70.14M) over the last quarter.
• Market and analyst backdrop: AMD beat Q1 revenue and EPS estimates, trades near a 12‑month high around $360 with a ~$588B market cap, and holds a "Moderate Buy" consensus with an average price target near $300.

Benjamin Edwards Inc. trimmed its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 40,311 shares of the semiconductor manufacturer's stock after selling 2,290 shares during the quarter. Benjamin Edwards Inc.'s holdings in Advanced Micro Devices were worth $8,632,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the stock. Impax Asset Management Group plc raised its holdings in shares of Advanced Micro Devices by 326.5% during the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock worth $8,424,000 after buying an additional 39,861 shares in the last quarter. Zweig DiMenna Associates LLC raised its holdings in shares of Advanced Micro Devices by 127.6% during the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock worth $11,746,000 after buying an additional 40,708 shares in the last quarter. Wedbush Securities Inc. raised its holdings in shares of Advanced Micro Devices by 7.8% during the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock worth $13,632,000 after buying an additional 6,095 shares in the last quarter. Highline Wealth Partners LLC raised its holdings in shares of Advanced Micro Devices by 4,891.6% during the 4th quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer's stock worth $1,775,000 after buying an additional 8,120 shares in the last quarter. Finally, William Blair Investment Management LLC raised its holdings in shares of Advanced Micro Devices by 72.5% during the 3rd quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer's stock worth $169,426,000 after buying an additional 440,296 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 31,320 shares of the company's stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the sale, the executive vice president owned 1,236,037 shares in the company, valued at approximately $432,612,950. The trade was a 2.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 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 dated Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. This trade represents a 5.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 304,672 shares of company stock worth $70,135,070. Corporate insiders own 0.50% of the company's stock.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $360.54 on Monday. The firm has a market capitalization of $587.80 billion, a P/E ratio of 136.05, a P/E/G ratio of 1.30 and a beta of 2.40. Advanced Micro Devices, Inc. has a twelve month low of $96.88 and a twelve month high of $362.79. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The stock's fifty day simple moving average is $232.51 and its 200 day simple moving average is $228.39.

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

More Advanced Micro Devices News

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)

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on AMD shares. Wall Street Zen raised Advanced Micro Devices from a "hold" rating to a "buy" rating in a report on Monday, January 26th. KeyCorp reissued an "overweight" rating and set a $330.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Piper Sandler restated an "overweight" rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Cantor Fitzgerald restated an "overweight" rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Finally, Benchmark restated a "buy" rating and set a $325.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of "Moderate Buy" and an average price target of $300.05.

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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