Greenwood Capital Associates LLC Has $4.19 Million Stake in Advanced Micro Devices, Inc. $AMD

Key Points

• Greenwood Capital Associates LLC trimmed its AMD stake by 43% in Q4, selling 14,769 shares and finishing with 19,566 shares worth about $4.19 million.
• Company insiders have been net sellers — 242,685 shares sold in the last 90 days (≈$50.76 million) — leaving insiders with only 0.50% ownership.
• Market momentum is driven by AI catalysts (notably the MI450 GPU and rising EPYC demand), but valuation concerns remain; analysts show a consensus of "Moderate Buy" with an average price target of $290.19.

Greenwood Capital Associates LLC trimmed its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 43.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,566 shares of the semiconductor manufacturer's stock after selling 14,769 shares during the quarter. Greenwood Capital Associates LLC's holdings in Advanced Micro Devices were worth $4,190,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. HHM Wealth Advisors LLC grew its position in Advanced Micro Devices by 2.4% in the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer's stock valued at $282,000 after acquiring an additional 40 shares during the period. James J. Burns & Company LLC raised its stake in Advanced Micro Devices by 2.3% during the fourth quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer's stock worth $389,000 after acquiring an additional 40 shares in the last quarter. HBK Sorce Advisory LLC raised its stake in Advanced Micro Devices by 0.3% during the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer's stock worth $2,169,000 after acquiring an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB raised its stake in Advanced Micro Devices by 0.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer's stock worth $1,409,000 after acquiring an additional 43 shares in the last quarter. Finally, Moseley Investment Management Inc. raised its stake in Advanced Micro Devices by 0.5% during the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer's stock worth $1,437,000 after acquiring an additional 44 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

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?

Analyst Ratings Changes

AMD has been the subject of several recent analyst reports. Morgan Stanley dropped their price objective on Advanced Micro Devices from $260.00 to $255.00 and set an "equal weight" rating for the company in a research note on Wednesday, February 4th. Evercore reiterated an "outperform" rating and set a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Wedbush reiterated an "outperform" rating and set a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Roth Mkm reiterated a "buy" rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Advanced Micro Devices presently has an average rating of "Moderate Buy" and an average price target of $290.19.

Insider Activity at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 242,685 shares of company stock valued at $50,757,308. 0.50% of the stock is currently owned by company insiders.

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $258.12 on Thursday. The stock's fifty day moving average is $209.50 and its 200-day moving average is $219.33. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock has a market capitalization of $420.82 billion, a PE ratio of 97.40, a PEG ratio of 0.94 and a beta of 1.96. Advanced Micro Devices, Inc. has a 52 week low of $83.75 and a 52 week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced 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. The company had revenue of $10.27 billion for the quarter, compared to analysts' expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business's revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.09 earnings per share. Equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal 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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