RFG Bristol Wealth Advisors LLC Sells 2,050 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• RFG Bristol Wealth Advisors LLC reduced its stake in Advanced Micro Devices by 38.8%, selling 2,050 shares and leaving 3,239 shares valued at about $694,000 per its latest SEC filing.
• AMD beat expectations with quarterly EPS of $1.53 (vs. $1.32 est.) and revenue of $10.27 billion (vs. $9.65 billion est.), a 34.1% year‑over‑year revenue increase.
• Insider selling has been notable recently — CEO Lisa T. Su sold 85,000 shares (~$16.9M) and insiders have sold 242,685 shares (~$50.8M) in the last 90 days, while institutional ownership remains around 71%.

RFG Bristol Wealth Advisors LLC cut its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 38.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,239 shares of the semiconductor manufacturer's stock after selling 2,050 shares during the period. RFG Bristol Wealth Advisors LLC's holdings in Advanced Micro Devices were worth $694,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Koesten Hirschmann & Crabtree INC. boosted its holdings in Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 61 shares during the period. ORG Wealth Partners LLC boosted its holdings in 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 period. PFS Partners LLC boosted its holdings in 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 period. Aviso Financial Inc. lifted its holdings in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after acquiring an additional 160 shares during the period. Finally, Delos Wealth Advisors LLC lifted its holdings in shares of Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after acquiring an additional 100 shares during the period. 71.34% of the stock is owned by institutional investors.

Advanced Micro Devices Trading Up 3.5%

Shares of Advanced Micro Devices stock opened at $245.04 on Friday. The stock has a market capitalization of $399.50 billion, a P/E ratio of 92.47, a price-to-earnings-growth ratio of 0.88 and a beta of 1.96. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The company has a 50-day simple moving average of $208.07 and a 200 day simple moving average of $216.99. Advanced Micro Devices, Inc. has a 12-month low of $83.75 and a 12-month 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 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to analysts' expectations of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm's revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter last year, the company posted $1.09 EPS. Research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on AMD shares. China Renaissance started coverage on shares of Advanced Micro Devices in a report on Tuesday, January 13th. They set a "buy" rating and a $291.00 price objective for the company. The Goldman Sachs Group raised their price objective on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the stock a "neutral" rating in a report on Wednesday, February 25th. Erste Group Bank raised shares of Advanced Micro Devices from a "hold" rating to a "buy" rating in a report on Thursday, April 2nd. TD Cowen reaffirmed a "buy" rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Finally, Sanford C. Bernstein set a $235.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $290.19.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 85,000 shares of the firm's stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the sale, the chief executive officer owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Mark D. Papermaster sold 3,293 shares of the firm's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $225.00, for a total transaction of $740,925.00. Following the completion of the sale, the executive vice president owned 1,294,466 shares of the company's stock, valued at $291,254,850. The trade was a 0.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In 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.

Advanced Micro Devices News Summary

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

• Positive Sentiment: TSMC’s strong Q1 revenue and reported surge in chip orders is being read as a leading indicator for AI silicon demand — a direct tailwind for AMD’s EPYC/GPU server exposure. Read More.
• Positive Sentiment: Sector AI rally: coverage shows investors rotating into multiple AI‑compute suppliers (including AMD) as the AI infrastructure narrative broadens beyond a single winner, supporting near‑term momentum. Read More.
• Positive Sentiment: Analyst and bank support: Bank of America and other shops are highlighting AMD as a top AI‑compute buy, and select boutiques have raised targets — this endorsement helps fuel demand from institutional and retail buyers. Read More.
• Positive Sentiment: Institutional positioning: filings show large holders adding or maintaining big stakes (Vanguard, State Street, etc.), which supports price stability and upside momentum. Read More.
• Neutral Sentiment: Upcoming earnings (May 5) — a concrete catalyst that could reinforce the rally if data‑center revenue surprises, or trigger volatility if guidance disappoints. Read More.
• Neutral Sentiment: Valuation debate: some outlets flag a rich forward P/E, prompting discussion about how much growth is already priced in — this creates mixed investor opinions on further near‑term upside. Read More.
• Negative Sentiment: Insider and high‑profile selling: executive sales (e.g., Mark Papermaster via a 10b5‑1 plan) and reports of large manager sell‑downs can create headline pressure despite being routine or planned. Read More. Read More.
• Negative Sentiment: Structural competition risk: analysis noting hyperscalers’ shift toward Arm/custom silicon remains a longer‑term headwind for x86‑dependent suppliers if cloud providers accelerate proprietary designs. Read More.

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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