Border to Coast Pensions Partnership Ltd Purchases New Position in Advanced Micro Devices, Inc. $AMD

Key Points

• Border to Coast Pensions Partnership bought a new stake of 196,526 AMD shares in Q4, valued at about $42.17 million.
• Analysts hold a consensus "Moderate Buy" on AMD with an average price target of $290.19 (individual targets up to $345), and AI-driven catalysts like the MI450 GPU and rising EPYC demand are cited as upside ahead of the May 5 Q1 report.
• Insiders sold 242,685 shares last quarter (roughly $50.8 million), even as AMD reported a beat in its most recent quarter—$1.53 EPS and $10.27 billion revenue, up 34.1% year-over-year.

Border to Coast Pensions Partnership Ltd purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 196,526 shares of the semiconductor manufacturer's stock, valued at approximately $42,165,000.

A number of other institutional investors have also recently made changes to their positions in AMD. ORG Wealth Partners LLC lifted its holdings in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock valued at $26,000 after acquiring an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. lifted its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after acquiring an additional 61 shares during the last quarter. Aviso Financial Inc. lifted its holdings in shares of Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after acquiring an additional 160 shares during the last quarter. Delos Wealth Advisors LLC lifted its holdings in shares of Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after acquiring an additional 100 shares during the last quarter. Finally, Signature Resources Capital Management LLC lifted its holdings in shares of Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer's stock valued at $35,000 after acquiring an additional 138 shares during the last quarter. Institutional investors own 71.34% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Benchmark reaffirmed a "buy" rating and issued a $325.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Wells Fargo & Company reissued an "overweight" rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research report on Friday, January 30th. Phillip Securities raised shares of Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research report on Sunday, February 8th. Morgan Stanley reduced their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an "equal weight" rating on the stock in a research report on Wednesday, February 4th. Finally, Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One 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 stock. According to MarketBeat, the stock currently has a consensus 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: MI450 GPU rollout could be a major catalyst if real-world performance and adoption match claims, giving AMD significant upside in data-center AI workloads. AMD's MI450 Chip Could Change Everything for the Stock
• Positive Sentiment: Rising “agentic AI” demand is pushing EPYC CPU orders and server share gains, supporting revenue momentum in servers and cloud. AMD Stock Jumps as Agentic AI Growth Fuels Increased EPYC CPU Demand
• Positive Sentiment: UALink standard approval and related ecosystem wins were cited as drivers of a recent stock bump, signaling product/standards progress that can help adoption. AMD Stock Surges 3% Following UALink Standard Approval
• Positive Sentiment: Several reports note GPU/CPU supply constraints ahead of Q1 results, which investors interpret as evidence of stronger-than-expected demand (and upside to near-term revenue). GPU and CPU Supply Constraints Signal Robust Demand Ahead of Q1
• Positive Sentiment: Customers report large performance gains from AMD GPUs in specialized workloads (e.g., microbiome processing), which strengthens commercial reference cases. Dayhoff Health Reports 330x Increase via AMD GPU Acceleration
• Neutral Sentiment: Market commentary and previews ahead of AMD’s Q1 report keep expectations elevated but cautious — upcoming results (May 5) are the next near-term catalyst. Earnings Preview: What to Expect from AMD
• Neutral Sentiment: Some analysts and write-ups label AMD a “hold” at current multiples, reflecting concerns that much of the AI upside is already priced in and valuation is elevated. AMD: Why It's A 'Hold' At Current Levels
• Neutral Sentiment: Technical/momentum notes: the stock has posted an extended multi-day gain, which can signal follow-through or short-term mean reversion depending on earnings and guidance. AMD Stock Surged 30% In Longest Run Since 2005
• Negative Sentiment: Notable active manager selling: Cathie Wood trimmed AMD as part of rebalancing, which can add short-term selling pressure though she did not flag a long-term negative call. Cathie Wood Keeps Selling AMD Stock
• Negative Sentiment: Longer-term competition risk: coverage on big tech chip ambitions (e.g., Amazon) highlights the evolving competitive landscape for AI silicon and is a watch item for investors. Amazon's $50 Billion AI Chip Business: A Significant Threat?

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 3,293 shares of the firm's stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $225.00, for a total transaction of $740,925.00. Following the transaction, the executive vice president directly owned 1,294,466 shares of the company's stock, valued at approximately $291,254,850. This trade represents a 0.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,442 shares of the firm's stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 242,685 shares of company stock valued at $50,757,308. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $258.12 on Thursday. 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, Inc. has a 1-year low of $83.75 and a 1-year high of $267.08. The firm has a market capitalization of $420.82 billion, a P/E ratio of 97.40, a price-to-earnings-growth ratio of 0.94 and a beta of 1.96. The company's 50-day moving average is $209.50 and its 200 day moving average is $219.33.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS 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 net margin of 12.52% and a return on equity of 8.84%. The company's quarterly revenue was up 34.1% compared to the same quarter last year. During the same period last year, the company posted $1.09 earnings per share. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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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