Pursue Wealth Partners LLC Purchases Shares of 3,646 Advanced Micro Devices, Inc. $AMD

Key Points

• Pursue Wealth Partners LLC purchased a new stake of 3,646 shares of AMD in Q4 valued at about $781,000, while institutional ownership remains high at 71.34% and several other funds also added or initiated positions.
• AMD beat Q4 estimates with $1.53 EPS (vs. $1.32) and $10.27B revenue (vs. $9.65B), reporting revenue up 34.1% year‑over‑year as the stock trades near $258 with a market cap of roughly $420.8B and a 52‑week high of $267.08.
• Insiders have sold 242,685 shares (~$50.8M) in the past three months — including CEO Lisa Su’s sale of 125,000 shares — even as analysts maintain a consensus "Moderate Buy" rating with an average price target of $290.19.

Pursue Wealth Partners LLC purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 3,646 shares of the semiconductor manufacturer's stock, valued at approximately $781,000.

A number of other institutional investors have also recently made changes to their positions in the stock. LBP AM SA boosted its position in shares of Advanced Micro Devices by 20.1% during the 4th quarter. LBP AM SA now owns 414,383 shares of the semiconductor manufacturer's stock valued at $88,744,000 after purchasing an additional 69,352 shares in the last quarter. Border to Coast Pensions Partnership Ltd bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at about $42,165,000. Austin Wealth Management LLC boosted its position in shares of Advanced Micro Devices by 13.8% during the 4th quarter. Austin Wealth Management LLC now owns 1,141 shares of the semiconductor manufacturer's stock valued at $234,000 after purchasing an additional 138 shares in the last quarter. Valmark Advisers Inc. boosted its position in shares of Advanced Micro Devices by 2.1% during the 4th quarter. Valmark Advisers Inc. now owns 6,438 shares of the semiconductor manufacturer's stock valued at $1,379,000 after purchasing an additional 131 shares in the last quarter. Finally, Annex Advisory Services LLC bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at about $313,000. Institutional investors own 71.34% of the company's stock.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $258.12 on Thursday. 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 50 day moving average price of $209.50 and a two-hundred day moving average price of $219.33. The firm has a market capitalization of $420.82 billion, a P/E ratio of 97.40, a P/E/G 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 issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts' consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company's revenue for the quarter was up 34.1% on a year-over-year basis. During the same period in the previous year, the company posted $1.09 EPS. Equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on AMD shares. Weiss Ratings restated a "hold (c+)" rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Cantor Fitzgerald reaffirmed an "overweight" rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Wedbush reaffirmed an "outperform" rating and issued a $290.00 price target 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 analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $290.19.

Trending Headlines about Advanced Micro Devices

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?

Insider Transactions at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 7,500 shares of the business'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 transaction, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. The trade was a 5.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the business's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value 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. The trade was a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 242,685 shares of company stock worth $50,757,308. 0.50% of the stock is owned by insiders.

Advanced Micro Devices Company 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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