Moody National Bank Trust Division Has $2.67 Million Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Moody National Bank Trust Division cut its stake in Advanced Micro Devices (AMD) by 28.5% in Q4, selling 4,966 shares and retaining 12,487 shares valued at about $2.674 million.
• Corporate insiders have been net sellers recently, offloading 239,392 shares worth roughly $50.0 million over the past three months, with insiders now owning just 0.06% of the company.
• Wall Street has a consensus rating of "Moderate Buy" with a $290.53 price target, and AMD recently beat quarterly estimates (EPS $1.53 vs. $1.32) as revenue rose 34.1% to $10.27 billion, driven by data-center strength.

Moody National Bank Trust Division lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 28.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,487 shares of the semiconductor manufacturer's stock after selling 4,966 shares during the quarter. Moody National Bank Trust Division's holdings in Advanced Micro Devices were worth $2,674,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Koesten Hirschmann & Crabtree INC. boosted its position in shares of Advanced Micro Devices by 61.0% in the third 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 increased its position in 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 in the last quarter. Aviso Financial Inc. increased its holdings in shares of Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after buying an additional 160 shares in the last quarter. Delos Wealth Advisors LLC increased its holdings in shares of Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after buying an additional 100 shares in the last quarter. Finally, Signature Resources Capital Management LLC lifted its stake in shares of 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 acquiring an additional 138 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on AMD. Royal Bank Of Canada restated a "sector perform" rating and set a $230.00 price objective on shares of Advanced Micro Devices in a research report on Monday, March 16th. DA Davidson upgraded Advanced Micro Devices to a "hold" rating in a research report on Friday, February 13th. Citigroup restated a "neutral" rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Piper Sandler reaffirmed an "overweight" rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, 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. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $290.53.

Advanced Micro Devices Stock Up 1.3%

Shares of Advanced Micro Devices stock opened at $205.37 on Wednesday. The stock's 50-day moving average is $214.66 and its 200 day moving average is $212.38. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The firm has a market cap of $334.84 billion, a price-to-earnings ratio of 77.50, a PEG ratio of 0.76 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating 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 firm had revenue of $10.27 billion during the quarter, compared to analysts' expectations of $9.65 billion. During the same quarter last year, the firm posted $1.09 earnings per share. The company's revenue for the quarter was up 34.1% compared to the same quarter last year. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD is in advanced talks to supply ~10,000 MI355 AI accelerators to South Korea’s Upstage, a meaningful international AI hardware win that would expand AMD’s footprint beyond U.S. hyperscalers and validate the MI3xx product family. AMD AI Deal Talks With Upstage Highlight Valuation Gap And Growth Story
• Positive Sentiment: Data-center revenue is a clear growth driver — Zacks notes a 39% surge in AMD’s Data Center sales to $5.38B, driven by EPYC CPUs and Instinct GPUs, supporting the narrative of durable cloud demand and further upside if MI450/MI450-class ramps proceed. AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?
• Positive Sentiment: MarketBeat and other bullish write-ups position AMD as a buy heading into Q1 earnings, highlighting the upcoming MI450 launch (rack-scale AI GPUs) and institutional accumulation that could act as a catalyst if guidance and product timelines impress. Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings
• Positive Sentiment: Short-term demand/support: reports of a Ryzen price cut and talk of a rumored desktop refresh lifted sentiment and trading momentum, showing consumer CPU competitiveness can still spark share gains. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Industry supply-chain moves: coverage highlights Samsung’s HBM4 memory deal as a potential back-door into AMD’s AI supply chain — this signals stronger component partnerships but also underscores HBM scarcity and the supply constraints that could limit immediate GPU volume. Samsung just found a shocking new way into AMD’s AI push
• Negative Sentiment: Competitor risk rises as Arm announced it will start selling its own high-core-count chips (AGI CPU) and aims for ~$15B annual sales — Arm’s move from licensing to product sales represents a new competitive vector in custom AI silicon, potentially increasing long-term pressure on margins and design wins. Arm to Sell Its Own Chips, Eyeing Sales Goal of $15 Billion
• Negative Sentiment: Analyst caution: Bernstein/other firms have favored Nvidia and Broadcom over AMD (recommending avoid on AMD), which can weigh on investor sentiment and limit re-rating even if AMD posts strong results. ‘Own Nvidia, Broadcom,’ But Avoid AMD Stock – Bernstein Weighs In on AI Chip Stocks

Insider Buying and Selling at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business's stock in a transaction dated 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 transaction, the executive vice president owned 289,098 shares in the company, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 239,392 shares of company stock worth $50,016,383. Corporate 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.

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