Dakota Wealth Management Raises Stock Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Dakota Wealth Management increased its stake in Advanced Micro Devices by 16.0% in Q4 to 52,190 shares, valued at about $11.18 million after buying an additional 7,212 shares.
• AMD posted a strong quarterly beat with $1.53 EPS versus $1.32 expected and revenue of $10.27 billion (up 34.1% year‑over‑year), underpinning its AI/datacenter momentum.
• Significant insider selling has occurred recently — including CEO Lisa Su’s sale of 125,000 shares (~$26.8M) — and the stock pulled back roughly 7.5% amid profit‑taking and broader tech weakness.

Dakota Wealth Management raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 16.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 52,190 shares of the semiconductor manufacturer's stock after buying an additional 7,212 shares during the quarter. Dakota Wealth Management's holdings in Advanced Micro Devices were worth $11,177,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of AMD. Koesten Hirschmann & Crabtree INC. raised its stake 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 period. ORG Wealth Partners LLC boosted its position in shares of 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 period. Aviso Financial Inc. boosted its position in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after purchasing an additional 160 shares during the period. Delos Wealth Advisors LLC increased its holdings in 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 purchasing an additional 100 shares during the last quarter. Finally, Signature Resources Capital Management LLC increased its holdings in 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 purchasing an additional 138 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company's stock.

Advanced Micro Devices Stock Down 7.5%

Shares of NASDAQ AMD opened at $203.77 on Friday. The stock has a market cap of $332.23 billion, a P/E ratio of 76.89, a PEG ratio of 0.83 and a beta of 1.98. The business's fifty day simple moving average is $214.11 and its 200-day simple moving average is $212.37. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate 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 analysts' expectations of $9.65 billion. During the same period in the previous year, the firm posted $1.09 EPS. Advanced Micro Devices's revenue for the quarter was up 34.1% on a year-over-year basis. As a group, equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 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: AI-driven pricing power: Reports that AMD can raise CPU prices on strong data‑center demand underpin a durable revenue/margin upside for EPYC and Instinct products. The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks (AMD)
• Positive Sentiment: Enterprise adoption angle: AMD and CIQ released an AMD‑optimized Rocky Linux distribution for AI/HPC stacks, which could ease deployments and strengthen demand for AMD CPUs/GPUs in datacenters. AMD Linux Push With CIQ Adds New Angle To AI Investment Story
• Neutral Sentiment: New CPU product details: AMD disclosed specs for the Ryzen 9 9950X3D2 — a positive product development, but markets didn’t treat it as a near‑term revenue inflection. AMD Stock Drops Despite Ryzen 9 9950X3D2 Launch Details
• Neutral Sentiment: Analyst/earnings backdrop: Small upward EPS revision from Erste Group and continued buy‑side coverage keep the long‑term case intact, but consensus still prices rapid future growth rather than immediate beats. AMD — MarketBeat overview
• Negative Sentiment: Profit‑taking after a run: AMD rallied ~7% on price‑hike and AI deal headlines; today’s pullback reflects short‑term profit‑taking and broader tech weakness. Advanced Micro Devices Retreats After a 7% Rally
• Negative Sentiment: New competition risk: Arm’s move to sell in‑house high‑core AI CPUs (backed by Meta) raises a medium‑term threat to datacenter share and pricing dynamics. Arm's New Gambit: Building Chips to Challenge the AI Titans (AMD)
• Negative Sentiment: Regulatory/export risk: A House bill to tighten chip export controls to China (following the Super Micro case) could disrupt sales cadence or add compliance costs for datacenter chips. Chip Security Bill Advances in House Following Super Micro Case
• Negative Sentiment: Insider selling & investor flows: Data shows heavy insider sales and reduced retail single‑stock buying amid geopolitical noise, which can amplify downward moves when sentiment sours. VTI is down 0.8% today, on AMD stock price movement

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. The Goldman Sachs Group upped their price target on Advanced Micro Devices from $210.00 to $240.00 and gave the stock a "neutral" rating in a research note on Wednesday, February 25th. Cantor Fitzgerald reaffirmed an "overweight" rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Roth Mkm reiterated a "buy" rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Wall Street Zen upgraded Advanced Micro Devices from a "hold" rating to a "buy" rating in a report on Monday, January 26th. Finally, Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $230.00 target price on shares of Advanced Micro Devices in a research report on Monday, March 16th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat.com, Advanced Micro Devices presently has an average rating of "Moderate Buy" and a consensus target price of $290.53.

Insider Buying and Selling

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The shares were 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 owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the business's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction 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 trade represents a 3.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 239,392 shares of company stock valued at $50,016,383. Corporate insiders own 0.06% of the company's stock.

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.

Want to see what other hedge funds are holding AMD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report).

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.