Three Seasons Wealth LLC Acquires 6,439 Shares of Advanced Micro Devices, Inc. $AMD

Three Seasons Wealth LLC increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 104.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,580 shares of the semiconductor manufacturer’s stock after buying an additional 6,439 shares during the period. Advanced Micro Devices accounts for 0.3% of Three Seasons Wealth LLC’s investment portfolio, making the stock its 25th biggest position. Three Seasons Wealth LLC’s holdings in Advanced Micro Devices were worth $2,694,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after acquiring an additional 29,438 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares during the period. United Bank lifted its holdings in Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after purchasing an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after purchasing an additional 7,228 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $203.43 on Wednesday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The company has a market cap 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 stock has a 50-day moving average price of $212.23 and a 200-day moving average price of $214.10.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for 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%. Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period in the prior year, the business earned $1.09 earnings per share. As a group, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

More Advanced Micro Devices News

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 at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the completion of the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at $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 sold 239,392 shares of company stock worth $50,016,383 in the last 90 days. 0.06% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

AMD has been the subject of a number of recent analyst reports. KeyCorp reaffirmed an “overweight” rating and set a $330.00 target price on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a report on Monday, March 16th. Citigroup restated a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

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.