BNC Wealth Management LLC Buys 2,168 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• BNC Wealth Management boosted its stake in AMD by 7.6%, adding 2,168 shares to hold 30,716 shares worth about $6.58 million, and institutional investors now own roughly 71.34% of the stock.
• Insider selling has been significant: CEO Lisa T. Su sold 125,000 shares for about $26.8 million, and insiders have sold 242,685 shares valued at roughly $50.8 million over the past 90 days.
• AMD reported strong quarterly results (EPS $1.53 vs. $1.32 est.; revenue $10.27B, +34.1% y/y) and holds a consensus analyst rating of "Moderate Buy" with an average price target near $290.19.

BNC Wealth Management LLC boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 7.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,716 shares of the semiconductor manufacturer's stock after acquiring an additional 2,168 shares during the quarter. Advanced Micro Devices comprises about 1.7% of BNC Wealth Management LLC's investment portfolio, making the stock its 19th biggest position. BNC Wealth Management LLC's holdings in Advanced Micro Devices were worth $6,578,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. Vicus Capital increased its stake in Advanced Micro Devices by 55.0% during the fourth quarter. Vicus Capital now owns 5,009 shares of the semiconductor manufacturer's stock worth $1,073,000 after acquiring an additional 1,777 shares during the last quarter. Shikiar Asset Management Inc. increased its stake in Advanced Micro Devices by 23.6% during the fourth quarter. Shikiar Asset Management Inc. now owns 22,116 shares of the semiconductor manufacturer's stock worth $4,736,000 after acquiring an additional 4,220 shares during the last quarter. Trinity Street Asset Management LLP bought a new stake in Advanced Micro Devices during the fourth quarter worth approximately $7,619,000. Mechanics Financial Corp bought a new stake in Advanced Micro Devices during the fourth quarter worth approximately $228,000. Finally, Personal CFO Solutions LLC increased its stake in Advanced Micro Devices by 19.2% during the fourth quarter. Personal CFO Solutions LLC now owns 4,241 shares of the semiconductor manufacturer's stock worth $908,000 after acquiring an additional 682 shares during the last quarter. 71.34% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Lisa T. Su sold 125,000 shares of the 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 of the company's stock, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Mark D. Papermaster sold 3,293 shares of the stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $225.00, for a total value of $740,925.00. Following the completion of the transaction, the executive vice president directly owned 1,294,466 shares in the company, valued at approximately $291,254,850. This trade represents a 0.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 242,685 shares of company stock valued at $50,757,308 over the last 90 days. 0.50% of the stock is owned by insiders.

Wall Street Analyst Weigh In

AMD has been the topic of several analyst reports. Cantor Fitzgerald reissued an "overweight" rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. UBS Group set a $310.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. Truist Financial set a $283.00 target price on Advanced Micro Devices in a research report on Wednesday, February 4th. Erste Group Bank upgraded Advanced Micro Devices from a "hold" rating to a "buy" rating in a research report on Thursday, April 2nd. Finally, Wedbush restated an "outperform" rating and set a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $290.19.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Analyst backing: Aletheia Capital reiterated a Buy on AMD with a $333 target, reinforcing conviction that AMD will benefit from the next stage of AI/data‑center spending. Read More.
• Positive Sentiment: New premium Ryzen revealed: AMD disclosed pricing for the Ryzen 9950X3D2 Dual Edition — a high‑end product launch that lifted sentiment for near‑term consumer and enthusiast CPU revenue. Read More.
• Positive Sentiment: AI infrastructure tailwinds: Coverage cites “agentic AI” demand and gigawatt megadeals supporting expectations for accelerating server sales and data‑center share gains for AMD. Read More.
• Positive Sentiment: Industry validation: reports noting strong server orders and hardware demand (e.g., Foxconn) bolster the view AMD will benefit from a broader hardware boom. Read More.
• Neutral Sentiment: Earnings calendar: AMD set its fiscal Q1 2026 results release for May 5 — a near‑term catalyst that could drive volatility as investors update revenue and margin expectations. Read More.
• Neutral Sentiment: Diverging analyst signals: while boutiques raise targets, Citi trimmed its price target to $248 — a mixed analyst backdrop that can temper conviction despite bullish notes. Read More.
• Neutral Sentiment: Strategic ecosystem bets: AMD participation in funding/startups (e.g., CHAI AI) shows ecosystem exposure but is a modest, longer‑term positive rather than immediate revenue support. Read More.
• Negative Sentiment: Competitive threat: Intel announced a multiyear deal to supply Google with future Xeon processors and custom IPUs for AI infrastructure — news that strengthens Intel’s cloud relationships and could pressure AMD’s data‑center share gains. Read More.
• Negative Sentiment: Notable selling: reports of large holders trimming AMD (including a headline about Cathie Wood selling) plus an EVP share sale under a 10b5‑1 plan have created short‑term headline risk. Read More. Read More.

Advanced Micro Devices Stock Up 2.1%

Shares of NASDAQ:AMD opened at $236.64 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $83.75 and a 1 year high of $267.08. The business has a 50 day simple moving average of $207.90 and a two-hundred day simple moving average of $216.40. The firm has a market capitalization of $385.80 billion, a PE ratio of 89.30, a price-to-earnings-growth ratio of 0.86 and a beta of 1.96. 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 announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the previous year, the business earned $1.09 earnings per share. Advanced Micro Devices's quarterly revenue was up 34.1% on a year-over-year basis. On average, equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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.