My Personal CFO LLC Acquires Shares of 6,126 Advanced Micro Devices, Inc. $AMD

Key Points

• My Personal CFO LLC acquired a new stake of 6,126 AMD shares in Q4 valued at about $1.312 million, and other institutions also added positions, leaving roughly 71.34% of the stock owned by hedge funds and institutional investors.
• Analyst sentiment is broadly bullish—MarketBeat shows 29 Buys, 10 Holds and 1 Strong Buy, an average rating of "Moderate Buy" and an average price target of $290.53.
• AMD reported strong quarterly results (EPS $1.53, revenue up 34.1% year-over-year), but there has been notable insider selling—239,392 shares (~$50.0 million) sold in the last 90 days—leaving insiders with only 0.06% ownership.

My Personal CFO LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,126 shares of the semiconductor manufacturer's stock, valued at approximately $1,312,000.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its position in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock valued at $5,551,000 after purchasing an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer's stock worth $1,001,000 after buying an additional 234 shares during the period. Sivia Capital Partners LLC grew its position in shares of Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer's stock worth $758,000 after buying an additional 2,970 shares during the last quarter. United Bank increased its stake in shares of Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer's stock valued at $1,881,000 after buying an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in shares of Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer's stock valued at $1,310,000 after buying an additional 7,228 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Evercore reaffirmed an "outperform" rating and issued a $358.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Phillip Securities raised shares of Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research report on Sunday, February 8th. Weiss Ratings restated a "hold (c+)" rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Wedbush reaffirmed an "outperform" rating and issued a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Wall Street Zen raised shares of Advanced Micro Devices from a "hold" rating to a "buy" rating in a research note on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $290.53.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AI customer talks — South Korean AI startup Upstage is reported to be negotiating to buy ~10,000 AMD MI355 accelerators, a sizable order that would directly validate demand for AMD’s data‑center AI GPUs and support revenue visibility for the Instinct line. AI Startup “Upstage” in Talks to Purchase 10,000 Advanced Micro Devices (AMD) Chips in Korea
• Positive Sentiment: Supply/price dynamics — Social and trade reports suggest AMD plans 10–15% CPU price increases amid supply tightness and extended lead times, which investors interpret as proof of strong demand and pricing power that could boost margins. AMD Stock (AMD) Opinions on CPU Price Hikes and AI Demand
• Positive Sentiment: Memory/foundry partnership — AMD and Samsung expanded their collaboration on next‑gen HBM4 memory for Instinct GPUs (and discussed potential foundry work), which helps secure critical supply for high‑end AI accelerators and reduces execution risk for data‑center ramps. AMD And Samsung Partnership Adds New Piece To AI Supply Story
• Positive Sentiment: Analyst optimism — Firms including UBS and several boutique shops have issued bullish notes and higher price targets (median targets remain well above current levels), which can attract fresh inflows and support multiple expansion as AI megadeals are priced in. AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals
• Neutral Sentiment: Market narratives — Several buy‑before‑earnings and long‑term bull pieces highlight AMD as a core AI/infrastructure play ahead of new launches, keeping constructive analyst coverage but not adding immediate hard revenue. 2 AI Chip Stocks I'd Buy Before Their Next Earnings Reports
• Negative Sentiment: Gaming revenue risk — Zacks flags that gaming revenue, while up year‑over‑year, showed a sharp sequential decline and a weaker semi‑custom outlook that could temper near‑term growth and increase quarter‑to‑quarter volatility. AMD's Gaming Revenues Set to Decelerate: What's the Path Ahead?
• Negative Sentiment: Insider selling and recent volatility — Data aggregators show substantial insider sales and recent session pullbacks tied to broader tech selling and geopolitics, which can pressure sentiment and create short‑term downside even as fundamentals improve. $AMD stock is down 4% today. Here's what we see in our data.

Insider Buying and Selling

In related news, EVP Paul Darren Grasby sold 7,500 shares of the company's stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the sale, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. This represents a 5.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm's 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 transaction, the executive vice president directly owned 289,098 shares of the company's stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 239,392 shares of company stock valued at $50,016,383. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Trading Up 3.8%

Shares of NASDAQ AMD opened at $203.43 on Wednesday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The stock has a market cap of $331.66 billion, a P/E ratio of 76.77, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. The firm has a 50-day moving average of $212.23 and a 200 day moving average of $214.10. 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 earnings per share for the quarter, topping analysts' consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion for the quarter, compared to analysts' expectations of $9.65 billion. During the same quarter in the prior year, the company earned $1.09 earnings per share. The business's revenue was up 34.1% compared to the same quarter last year. As a group, sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.

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.