Nisa Investment Advisors LLC Raises Stock Position in Advanced Micro Devices, Inc. $AMD

Nisa Investment Advisors LLC grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 447,872 shares of the semiconductor manufacturer’s stock after acquiring an additional 9,066 shares during the period. Advanced Micro Devices comprises approximately 1.4% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its 25th biggest holding. Nisa Investment Advisors LLC’s holdings in Advanced Micro Devices were worth $95,916,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. ORG Wealth Partners LLC increased its holdings 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 worth $26,000 after purchasing an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. lifted its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 61 shares during the period. Aviso Financial Inc. grew its position 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 buying an additional 160 shares in the last quarter. Delos Wealth Advisors LLC grew its position 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 buying an additional 100 shares in the last quarter. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Advanced Micro Devices during the second quarter valued at $34,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Trending Headlines about 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 Activity

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction 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 $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 239,392 shares of company stock worth $50,016,383. Insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on AMD shares. Evercore reaffirmed an “outperform” rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Benchmark reissued a “buy” rating and set a $325.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. 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. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One 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 stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Price Performance

AMD opened at $203.43 on Wednesday. The firm has a market capitalization of $331.66 billion, a PE ratio of 76.77, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The business’s 50-day moving average is $212.23 and its two-hundred day moving average is $214.10. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $9.65 billion. During the same period in the prior year, the firm posted $1.09 earnings per share. The company’s quarterly revenue was up 34.1% on a year-over-year basis. Research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

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.