Wright Investors Service Inc. Takes Position in Advanced Micro Devices, Inc. $AMD

Key Points

• Wright Investors Service Inc. opened a new position in Advanced Micro Devices by purchasing 1,926 shares in Q4 (about $412,000), while institutional investors now own roughly 71.34% of AMD.
• Notable insider selling: CEO Lisa Su sold 85,000 shares (~$16.9M) and EVP Paul Grasby sold 7,500 shares, with insiders disposing of 240,243 shares (~$50.18M) in the past 90 days; corporate insiders now own about 0.50% of the company.
• Fundamentals and momentum: AMD beat Q4 estimates (EPS $1.53 vs. $1.32; revenue $10.27B, +34.1% YoY), the stock has rallied to near its 52‑week high and is trading up, and analysts maintain a mostly positive view with a consensus target of about $291.03.

Wright Investors Service Inc. purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,926 shares of the semiconductor manufacturer's stock, valued at approximately $412,000.

Other hedge funds have also recently bought and sold shares of the company. ORG Wealth Partners LLC boosted its position in Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. boosted its position in Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 61 shares during the last quarter. Aviso Financial Inc. boosted its position in 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 acquiring an additional 160 shares during the last quarter. Delos Wealth Advisors LLC boosted its position in 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 acquiring an additional 100 shares during the last quarter. Finally, Signature Resources Capital Management LLC boosted its position in Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer's stock worth $35,000 after acquiring an additional 138 shares during the last quarter. Institutional investors and hedge funds own 71.34% 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 blowout guide and upbeat outlook lifted semiconductor sentiment and is a direct read‑through for AMD because TSMC makes AMD’s MI350/MI450 accelerators and next‑gen EPYC CPUs. Strong foundry demand supports higher revenue expectations for AMD. AMD Rips Higher As TSMC's Blowout Guide Lights Up The Stock
• Positive Sentiment: New multi‑year collaboration with the French government (hardware, software, training and an exascale project) boosts AMD’s sovereign‑AI and data‑center positioning — a tangible near‑term customer/PR win. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment
• Positive Sentiment: Wall Street bullishness and price‑target lifts (including Bernstein and other analysts raising targets/ratings) are reinforcing the rally and drawing momentum buying. ‘Keep Buying,’ Says Top Analyst as AMD Stock Hits New High
• Positive Sentiment: Product catalysts: continued excitement around AMD’s MI450 accelerator (and MI350 traction) — if real-world performance matches expectations, that materially increases AMD’s AI server TAM. AMD's MI450 Chip Could Change Everything for the Stock. Here's What Investors Need to Know Before It Launches.
• Positive Sentiment: Strategic investments: AMD joined Qualcomm and Arm in a funding round for self‑driving startup Wayve — signals AMD is investing in adjacent AI/edge use cases that can expand long‑term demand. Wayve Snags $60M In New Investments from AMD, Qualcomm, and Arm
• Neutral Sentiment: Media pieces comparing AMD/NVIDIA performance are driving narrative flows (debates about who wins AI datacenter share). These stories increase attention but don’t change fundamentals immediately. Nvidia Stock Is Being Crushed by AMD, Intel. Why It's Still a Winner.
• Neutral Sentiment: Momentum/technical signals: AMD has extended a multi‑day winning streak and hit record highs, which attracts momentum traders but raises overbought/correction risk. AMD Stock Surges to Record High With Unprecedented 12-Day Rally
• Neutral Sentiment: Some technical commentators warn the stock looks overbought, suggesting short‑term volatility even if fundamentals remain strong. AMD Stock Is in Overbought Territory. Is It Too Late to Snag Shares Now?
• Negative Sentiment: Certain high‑profile managers (e.g., Cathie Wood) have trimmed AMD positions — presented as rebalancing, but such headlines can sap momentum and trigger short‑term selling. Cathie Wood Keeps Selling AMD Stock. Why, and Should You?
• Negative Sentiment: Insider selling has been notable in recent filings (large executive sales), which some investors view as a cautionary signal even if sales may be for diversification/liquidity. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment

Insider Transactions at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 7,500 shares of the firm's stock in a transaction on Wednesday, March 11th. The shares were 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 of the company's stock, valued at approximately $26,550,742.26. This trade represents a 5.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Lisa T. Su sold 85,000 shares of the firm's stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the transaction, the chief executive officer directly owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. This represents a 2.63% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 240,243 shares of company stock valued at $50,184,855. Corporate insiders own 0.50% of the company's stock.

Advanced Micro Devices Trading Up 7.8%

AMD stock opened at $278.26 on Friday. The company has a market cap of $453.66 billion, a price-to-earnings ratio of 105.00, a PEG ratio of 0.95 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 business has a fifty day simple moving average of $211.21 and a 200-day simple moving average of $219.74. Advanced Micro Devices, Inc. has a 52 week low of $83.75 and a 52 week high of $279.34.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released 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 business had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business's revenue for the quarter was up 34.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.09 EPS. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of analyst reports. Piper Sandler restated an "overweight" rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. TD Cowen restated a "buy" rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Jefferies Financial Group restated a "buy" rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Wall Street Zen upgraded shares of Advanced Micro Devices from a "hold" rating to a "buy" rating in a research report on Monday, January 26th. Finally, Wells Fargo & Company reiterated an "overweight" rating and issued a $345.00 price target on shares of Advanced Micro Devices in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have given a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $291.03.

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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