D.A. Davidson & CO. Buys 2,312 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• D.A. Davidson & Co. raised its stake in AMD by 5.4% in Q4, adding 2,312 shares to hold 45,006 shares worth about $9.64 million.
• Company insiders have been active sellers recently — CEO Lisa T. Su sold 85,000 shares for roughly $16.9 million and insiders disposed of 304,672 shares totaling about $70.1 million in the last 90 days.
• Institutional ownership is high at 71.34%, analysts have a consensus rating of "Moderate Buy" with a $295.46 target, and AMD recently reported an earnings beat (Q EPS $1.53 vs $1.32) with revenue of $10.27 billion, up 34.1% year‑over‑year.

D.A. Davidson & CO. increased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,006 shares of the semiconductor manufacturer's stock after acquiring an additional 2,312 shares during the period. D.A. Davidson & CO.'s holdings in Advanced Micro Devices were worth $9,638,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Impax Asset Management Group plc boosted its position in shares of Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock worth $8,424,000 after purchasing an additional 39,861 shares during the period. Zweig DiMenna Associates LLC boosted its position in shares of Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock worth $11,746,000 after purchasing an additional 40,708 shares during the period. Wedbush Securities Inc. boosted its position in shares of Advanced Micro Devices by 7.8% in the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock worth $13,632,000 after purchasing an additional 6,095 shares during the period. Highline Wealth Partners LLC boosted its position in shares of Advanced Micro Devices by 4,891.6% in the fourth quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer's stock worth $1,775,000 after purchasing an additional 8,120 shares during the period. Finally, William Blair Investment Management LLC boosted its position in shares of Advanced Micro Devices by 72.5% during the third quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer's stock worth $169,426,000 after acquiring an additional 440,296 shares during the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Paul Darren Grasby sold 7,500 shares of the company's stock in a transaction on Wednesday, March 11th. The shares were 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 $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Lisa T. Su sold 85,000 shares of the company's stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 304,672 shares of company stock worth $70,135,070 in the last ninety days. Company insiders own 0.50% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Phillip Securities upgraded shares of Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research report on Sunday, February 8th. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. TD Cowen restated a "buy" rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. China Renaissance assumed coverage on shares of Advanced Micro Devices in a research report on Tuesday, January 13th. They set a "buy" rating and a $291.00 target price for the company. Finally, Morgan Stanley dropped their target price on shares of Advanced Micro Devices from $260.00 to $255.00 and set an "equal weight" rating for the company in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $295.46.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $323.21 on Wednesday. The company has a market cap of $526.94 billion, a price-to-earnings ratio of 121.97, a PEG ratio of 1.21 and a beta of 1.96. The firm's fifty day moving average is $226.75 and its 200 day moving average is $226.58. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52-week low of $91.87 and a 52-week high of $352.99.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released 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. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices's revenue was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.09 earnings per share. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 5.78 EPS for the current fiscal year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Large hyperscaler demand signal — disclosures in coverage point to a major Meta commitment (multi-gigawatt deployment of AMD GPUs), which reduces near-term demand-concentration risk and supports revenue visibility. Meta Invests in AMD Chips
• Positive Sentiment: Product / event roadmap ahead — AMD announced its “Advancing AI 2026” developer event (July 23), a platform to debut next‑gen Instinct GPUs and EPYC roadmaps that could re-accelerate sentiment. Advancing AI 2026 Announcement
• Positive Sentiment: Options and institutional flows show support — market commentary notes heavy institutional ownership and options activity that buys downside protection while leaving upside call exposure, suggesting traders are hedging rather than abandoning positions. AMD MarketBeat Profile
• Neutral Sentiment: Insider sale executed under a 10b5‑1 plan — EVP Mark Papermaster sold ~31,320 shares at ~$350 each; filings show the trade was pre‑arranged, which reduces the negative signal versus opportunistic selling. Papermaster Form 4
• Neutral Sentiment: Key event: Q1 earnings due May 5 — Street consensus expects continued growth and AMD’s history of beats gives the company a path to arrest the pullback, but results will be the near-term price catalyst. Zacks: AMD Earnings Preview
• Neutral Sentiment: Mixed analyst stance — some firms (Citi) remain neutral/hold on valuation grounds; that stabilizes expectations but keeps upside contingent on execution. Citi Hold Note
• Negative Sentiment: OpenAI miss sparks sector selloff — reports that OpenAI missed internal user/revenue targets triggered broad concern about AI infrastructure spending, directly weighing on AMD and other AI‑chip suppliers. That is the primary driver of today’s weakness. Blockonomi: OpenAI Shortfall
• Negative Sentiment: Analyst downgrade and profit‑taking — Northland’s cut to Market Perform ($260 PT) and recent large ARK/other institutional trimming have amplified selling pressure after a rapid rally. Barchart: Analyst Downgrade Yahoo: ARK Sells AMD

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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