Advanced Micro Devices, Inc. $AMD Stake Trimmed by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,994 shares of the semiconductor manufacturer’s stock after selling 10,587 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Advanced Micro Devices were worth $22,910,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of AMD. ORG Wealth Partners LLC grew its stake 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 valued at $26,000 after acquiring an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. grew its stake in Advanced Micro Devices by 61.0% during the 3rd 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 in the last quarter. Aviso Financial Inc. grew its stake in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 160 shares in the last quarter. Delos Wealth Advisors LLC grew its stake in Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares in the last quarter. Finally, Signature Resources Capital Management LLC grew its stake in Advanced Micro Devices by 170.4% during 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 in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Stifel raised its price target on AMD to $320 (from $280) and kept a Buy rating, signaling continued analyst conviction in AI-driven revenue upside. Stifel Raises AMD Target to $320
• Positive Sentiment: Analysts highlight an AI-driven “CPU renaissance” that should boost demand for AMD’s CPUs alongside Arm and Intel, implying sustained secular tailwinds for AMD’s data-center product cycles. AI-Driven ‘CPU Renaissance’ To Boost AMD
• Positive Sentiment: AMD plans to deepen collaboration with France to support national AI strategy — a strategic partnership that can expand government and hyperscaler opportunities in Europe. AMD to Deepen Collaboration with France
• Positive Sentiment: Multiple bullish think-pieces and investment themes (Fool, Zacks) reinforce the narrative that AMD is a core AI-infrastructure play and a growth stock to watch as AI spending accelerates. If I Had $10,000 to Put Into AI Stocks Right Now
• Neutral Sentiment: Reports that AMD activity around the Instinct MI500 boosted GlobalFoundries (GFS) shares highlight ecosystem competition and supply-chain dynamics; could be positive for AMD execution but mostly affects partner sentiment. AMD Boosts GlobalFoundries Stock
• Neutral Sentiment: Zacks pieces noting AMD as a strong growth and trending stock reflect investor interest but do not present new fundamental catalysts; useful context for momentum investors. Here’s Why AMD Is a Strong Growth Stock
• Negative Sentiment: Two insider filings show an AMD executive sold roughly $8.99M of stock in separate transactions, which can raise short-term selling pressure or investor caution about near-term sentiment. EVP Sells $7,454,975 in Stock EVP Sells $1,533,240 in Stock
• Negative Sentiment: Seeking Alpha published a downgrade-style note advising caution and suggesting investors shouldn’t chase the rally, which can amplify profit-taking given AMD’s high valuation. AMD: Don’t Chase Now (Downgrade)

Insider Transactions at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at $625,331,612.62. The trade was a 2.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 273,352 shares of company stock valued at $59,173,070 in the last quarter. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Down 1.2%

Shares of Advanced Micro Devices stock opened at $274.95 on Tuesday. The firm has a market cap of $448.26 billion, a price-to-earnings ratio of 103.75, a P/E/G ratio of 1.03 and a beta of 1.96. 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, Inc. has a 52-week low of $83.75 and a 52-week high of $287.61. The stock has a 50-day simple moving average of $213.79 and a 200-day simple moving average of $222.11.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.21. The business 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 firm’s revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the company earned $1.09 EPS. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 5.75 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. China Renaissance assumed coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price on the stock. Finally, TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $292.14.

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.