Greenwood Capital Associates LLC decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 43.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 19,566 shares of the semiconductor manufacturer’s stock after selling 14,769 shares during the quarter. Greenwood Capital Associates LLC’s holdings in Advanced Micro Devices were worth $4,190,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in AMD. Brighton Jones LLC boosted its holdings in Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in 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 acquiring an additional 234 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after acquiring an additional 2,970 shares during the last quarter. United Bank boosted its holdings in Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after acquiring an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after acquiring an additional 7,228 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.
Key Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: MI450 GPU rollout could be a major catalyst if real-world performance and adoption match claims, giving AMD significant upside in data-center AI workloads. AMD’s MI450 Chip Could Change Everything for the Stock
- Positive Sentiment: Rising “agentic AI” demand is pushing EPYC CPU orders and server share gains, supporting revenue momentum in servers and cloud. AMD Stock Jumps as Agentic AI Growth Fuels Increased EPYC CPU Demand
- Positive Sentiment: UALink standard approval and related ecosystem wins were cited as drivers of a recent stock bump, signaling product/standards progress that can help adoption. AMD Stock Surges 3% Following UALink Standard Approval
- Positive Sentiment: Several reports note GPU/CPU supply constraints ahead of Q1 results, which investors interpret as evidence of stronger-than-expected demand (and upside to near-term revenue). GPU and CPU Supply Constraints Signal Robust Demand Ahead of Q1
- Positive Sentiment: Customers report large performance gains from AMD GPUs in specialized workloads (e.g., microbiome processing), which strengthens commercial reference cases. Dayhoff Health Reports 330x Increase via AMD GPU Acceleration
- Neutral Sentiment: Market commentary and previews ahead of AMD’s Q1 report keep expectations elevated but cautious — upcoming results (May 5) are the next near-term catalyst. Earnings Preview: What to Expect from AMD
- Neutral Sentiment: Some analysts and write-ups label AMD a “hold” at current multiples, reflecting concerns that much of the AI upside is already priced in and valuation is elevated. AMD: Why It’s A ‘Hold’ At Current Levels
- Neutral Sentiment: Technical/momentum notes: the stock has posted an extended multi-day gain, which can signal follow-through or short-term mean reversion depending on earnings and guidance. AMD Stock Surged 30% In Longest Run Since 2005
- Negative Sentiment: Notable active manager selling: Cathie Wood trimmed AMD as part of rebalancing, which can add short-term selling pressure though she did not flag a long-term negative call. Cathie Wood Keeps Selling AMD Stock
- Negative Sentiment: Longer-term competition risk: coverage on big tech chip ambitions (e.g., Amazon) highlights the evolving competitive landscape for AI silicon and is a watch item for investors. Amazon’s $50 Billion AI Chip Business: A Significant Threat?
Insider Activity at Advanced Micro Devices
Wall Street Analysts Forecast Growth
Several equities analysts recently issued reports on AMD shares. Citigroup decreased their price target on Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Wedbush restated an “outperform” rating and set a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Mizuho raised their target price on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. Finally, Phillip Securities upgraded Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.19.
View Our Latest Stock Analysis on AMD
Advanced Micro Devices Trading Up 1.2%
NASDAQ AMD opened at $258.12 on Thursday. The firm has a market cap of $420.82 billion, a P/E ratio of 97.40, a P/E/G ratio of 0.94 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. The stock’s 50-day moving average is $209.50 and its 200-day moving average is $219.33. Advanced Micro Devices, Inc. has a one year low of $83.75 and a one year high of $267.08.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its quarterly earnings results 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 company had revenue of $10.27 billion for 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%.Advanced Micro Devices’s revenue was up 34.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.09 earnings per share. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.
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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