GAMMA Investing LLC Buys 3,130 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• GAMMA Investing LLC increased its stake in AMD by 11.8%, buying 3,130 shares to hold 29,602 shares valued at about $6.34 million, and institutional investors now own roughly 71.34% of the stock.
• AMD reported a strong quarter with an EPS beat ($1.53 vs. $1.32 est.) and revenue of $10.27 billion (up 34.1% year‑over‑year), and analysts maintain a consensus rating of “Moderate Buy” with a $290.53 average price target (top targets up to $310).
• While AMD has strategic momentum—Samsung signed an MoU on HBM4 memory and AMD unveiled a Helios AI platform with Celestica—insiders have been selling stock, including CEO Lisa Su’s sale of 85,000 shares, with insiders offloading about 239,392 shares (~$50M) in the past 90 days.

GAMMA Investing LLC lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 11.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,602 shares of the semiconductor manufacturer's stock after buying an additional 3,130 shares during the quarter. GAMMA Investing LLC's holdings in Advanced Micro Devices were worth $6,340,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Koesten Hirschmann & Crabtree INC. increased its holdings in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 61 shares during the period. ORG Wealth Partners LLC boosted its holdings in 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 purchasing an additional 46 shares during the period. Aviso Financial Inc. boosted its holdings in 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 purchasing an additional 160 shares during the period. Delos Wealth Advisors LLC grew its position in shares of Advanced Micro Devices by 100.0% during 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 in the last quarter. Finally, Signature Resources Capital Management LLC grew its position in shares of Advanced Micro Devices by 170.4% during 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 in the last quarter. 71.34% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on AMD. Phillip Securities upgraded Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research report on Sunday, February 8th. Rosenblatt Securities restated a "buy" rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Weiss Ratings restated a "hold (c+)" rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Sanford C. Bernstein set a $235.00 price target on Advanced Micro Devices in a report on Wednesday, February 4th. Finally, UBS Group set a $310.00 price target on Advanced Micro Devices in a research report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $290.53.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Samsung MOU expands AMD's AI supply chain — Samsung and AMD signed a memorandum of understanding to supply next‑generation HBM4 memory for AMD’s Instinct MI455X accelerators and discuss DDR5 for EPYC CPUs and a potential foundry partnership, reducing a key AI‑memory bottleneck and improving AMD’s supply flexibility. Samsung Elec and AMD sign MoU on AI memory, explore foundry partnership
• Positive Sentiment: New AI platform partnership (Helios) with Celestica — AMD and Celestica unveiled an open‑standard, rack‑scale “Helios” AI platform for hyperscale deployments, which reinforces AMD’s strategy to win hyperscaler design wins and broadens its ecosystem for data‑center AI infrastructure. Advanced Micro Devices Inc. (AMD) and Celestica Bring Open-Standard ‘Helios’ AI Platform to Market
• Positive Sentiment: Product momentum: Ryzen AI refresh and PC chip lineup expansion — AMD broadened its Ryzen AI 400 Series for desktop and commercial PCs and reports of a Ryzen CPU refresh leaked recently, supporting near‑term demand and positive sentiment around AMD’s silicon roadmap. How AMD Expanded Its Ryzen AI PC Push With New Desktop and Commercial Chips AMD Stock Jumps on a Ryzen CPU Refresh Leak
• Neutral Sentiment: Market context: AMD outperforming broader decline — Coverage notes AMD rose while broader markets fell, reflecting the market’s focus on AI exposure; this is sentiment‑driven and may persist while headlines flow. Advanced Micro Devices (AMD) Advances While Market Declines
• Neutral Sentiment: Analyst and narrative coverage mixed — Some bullish reads from conference commentary (Nvidia GTC coverage positioning AMD as an alternative) coexist with cautious analyst stance (RBC reaffirmed sector‑perform), so analyst moves may not be a clear near‑term catalyst. The Nvidia GTC Has Been Very Bullish For AMD Royal Bank Of Canada Reaffirms "Sector Perform" Rating for AMD
• Negative Sentiment: Competitive and supply‑chain headwinds remain — Nvidia’s resumption of H200 production for China and continued full‑stack efforts highlight tough competition in AI accelerators; AMD’s gains depend on execution, supply, and whether hyperscalers adopt its alternatives at scale. Nvidia Restarts H200 Production for China After Securing Multiple Licenses

Advanced Micro Devices Price Performance

Shares of Advanced Micro Devices stock opened at $199.46 on Thursday. The firm has a market capitalization of $325.20 billion, a PE ratio of 75.27, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. 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, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The business's 50-day moving average price is $215.10 and its 200-day moving average price is $210.79.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its earnings results 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. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter in the previous year, the company posted $1.09 EPS. Advanced Micro Devices's quarterly revenue was up 34.1% compared to the same quarter last year. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction 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 transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of the business's stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares of the company's stock, valued at $625,331,612.62. This represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 239,392 shares of company stock worth $50,016,383 over the last 90 days. Company insiders own 0.06% of the company's stock.

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.