Ledyard National Bank Buys Shares of 2,142 Advanced Micro Devices, Inc. $AMD

Key Points

• Ledyard National Bank reported a new Q4 13F stake of 2,142 shares in AMD (about $459,000), and institutional investors collectively own roughly 71.34% of the company.
• AMD beat Q4 expectations, reporting $1.53 EPS vs. $1.32 consensus and $10.27B revenue (up 34.1% year‑over‑year), underscoring strong revenue growth and momentum.
• Analyst sentiment is mostly bullish (consensus "Moderate Buy," average target $290.19, some targets up to $358) and AI/data‑center tailwinds are cited as positives, but notable insider selling — including CEO Lisa Su's sale of 125,000 shares — and competitive risk from Intel’s Google deal temper the outlook.

Ledyard National Bank bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,142 shares of the semiconductor manufacturer's stock, valued at approximately $459,000.

Other institutional investors also recently modified their holdings of the company. Koesten Hirschmann & Crabtree INC. boosted its stake in shares of Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after buying an additional 61 shares during the period. ORG Wealth Partners LLC lifted its stake 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 purchasing an additional 46 shares during the last quarter. PFS Partners LLC lifted its stake in shares of Advanced Micro Devices by 269.2% in the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer's stock valued at $41,000 after purchasing an additional 140 shares during the last quarter. Aviso Financial Inc. lifted its stake 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 purchasing an additional 160 shares during the last quarter. Finally, Delos Wealth Advisors LLC lifted its stake 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 purchasing an additional 100 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $236.64 on Friday. The company has a market capitalization of $385.80 billion, a PE ratio of 89.30, a price-to-earnings-growth ratio of 0.86 and a beta of 1.96. Advanced Micro Devices, Inc. has a one year low of $83.75 and a one year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The company's fifty day moving average price is $207.90 and its 200 day moving average price is $216.40.

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 firm 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%. The business's quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.09 EPS. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Analyst backing: Aletheia Capital reiterated a Buy on AMD with a $333 target, reinforcing conviction that AMD will benefit from the next stage of AI/data‑center spending. Read More.
• Positive Sentiment: New premium Ryzen revealed: AMD disclosed pricing for the Ryzen 9950X3D2 Dual Edition — a high‑end product launch that lifted sentiment for near‑term consumer and enthusiast CPU revenue. Read More.
• Positive Sentiment: AI infrastructure tailwinds: Coverage cites “agentic AI” demand and gigawatt megadeals supporting expectations for accelerating server sales and data‑center share gains for AMD. Read More.
• Positive Sentiment: Industry validation: reports noting strong server orders and hardware demand (e.g., Foxconn) bolster the view AMD will benefit from a broader hardware boom. Read More.
• Neutral Sentiment: Earnings calendar: AMD set its fiscal Q1 2026 results release for May 5 — a near‑term catalyst that could drive volatility as investors update revenue and margin expectations. Read More.
• Neutral Sentiment: Diverging analyst signals: while boutiques raise targets, Citi trimmed its price target to $248 — a mixed analyst backdrop that can temper conviction despite bullish notes. Read More.
• Neutral Sentiment: Strategic ecosystem bets: AMD participation in funding/startups (e.g., CHAI AI) shows ecosystem exposure but is a modest, longer‑term positive rather than immediate revenue support. Read More.
• Negative Sentiment: Competitive threat: Intel announced a multiyear deal to supply Google with future Xeon processors and custom IPUs for AI infrastructure — news that strengthens Intel’s cloud relationships and could pressure AMD’s data‑center share gains. Read More.
• Negative Sentiment: Notable selling: reports of large holders trimming AMD (including a headline about Cathie Wood selling) plus an EVP share sale under a 10b5‑1 plan have created short‑term headline risk. Read More. Read More.

Insider Transactions at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the transaction, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction 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 completion of the transaction, the chief executive officer owned 3,152,476 shares in the company, valued at $675,764,755.36. This trade represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 242,685 shares of company stock worth $50,757,308. Corporate insiders own 0.50% of the company's stock.

Analysts Set New Price Targets

Several research firms recently issued reports on AMD. Evercore reaffirmed an "outperform" rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Mizuho lifted their price objective on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an "outperform" rating in a research note on Wednesday, February 25th. Wells Fargo & Company reaffirmed an "overweight" rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday, January 30th. Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, TD Cowen reaffirmed a "buy" rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One investment 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 stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $290.19.

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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