United Advisor Group LLC Sells 2,378 Shares of Advanced Micro Devices, Inc. $AMD

United Advisor Group LLC reduced its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 10.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,036 shares of the semiconductor manufacturer’s stock after selling 2,378 shares during the period. United Advisor Group LLC’s holdings in Advanced Micro Devices were worth $4,291,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AMD. ORG Wealth Partners LLC grew 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 valued at $26,000 after acquiring an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. grew 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 valued at $26,000 after acquiring an additional 61 shares during the last quarter. Aviso Financial Inc. grew 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 valued at $32,000 after acquiring an additional 160 shares during the last quarter. Delos Wealth Advisors LLC grew 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 valued at $32,000 after acquiring an additional 100 shares during the last quarter. Finally, Signature Resources Capital Management LLC grew 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 valued at $35,000 after acquiring an additional 138 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Key Advanced Micro Devices News

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

• Positive Sentiment: Bullish momentum and outlook: Barron’s notes AMD is on its best run since 2005 and highlights that upcoming Q1 results and management guidance (May 5) will drive near-term direction. AMD Stock Is on Its Best Run Since 2005. The Streak Can Keep Going.
• Positive Sentiment: New product upside: Coverage (Fool, MSN) flags the MI450 accelerator as a potential game-changer for data-center AI performance — if real-world benchmarks match expectations, revenue and margins could materially improve. AMD’s MI450 Chip Could Change Everything for the Stock. Here’s What Investors Need to Know Before It Launches.
• Positive Sentiment: Standards & partnerships: UALink standard approval and investment activity (Wayve round includes AMD) are being read as ecosystem wins that support GPU adoption and commercial AI deployments. Advanced Micro Devices (AMD) Stock Surges 3% Following UALink Standard Approval
• Positive Sentiment: Strength in server demand: Reports cite rising agentic AI demand boosting EPYC CPU orders and supply constraints for GPUs/CPUs — a signal of robust near-term revenue potential and upward analyst estimates. AMD Stock Jumps as Agentic AI Growth Fuels Increased EPYC CPU Demand
• Neutral Sentiment: Portfolio moves and analyst views: Cathie Wood trimmed AMD as part of rebalancing (not a clear fundamental negative), and several outlets offer mixed buy/hold takes — these trades may create short-term volatility but don’t change the core AI growth thesis. Cathie Wood Keeps Selling AMD Stock. Why, and Should You?
• Negative Sentiment: Industry export-control risk: A BIS export-control update cited by coverage of Micron and others could create sector revenue headwinds for fiscal 2026; broader supply-chain or regulatory shocks could weigh on AMD’s near-term visibility. Micron and Lattice Semiconductor Stocks Trade Down, What You Need To Know
• Negative Sentiment: Competitive threats: Commentary on Amazon’s growing AI chip push and intense competition from Nvidia remain longer-term risks that could pressure pricing or share gains if AMD’s execution or software ecosystem lags. Amazon’s $50 Billion AI Chip Business: A Significant Threat to Nvidia?

Insider Buying and Selling

In related news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value 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 $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the sale, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. The trade was a 5.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 242,685 shares of company stock valued at $50,757,308 over the last three months. Insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of recent research reports. Rosenblatt Securities reiterated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $230.00 price target on shares of Advanced Micro Devices in a research report on Monday, March 16th. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Finally, Jefferies Financial Group restated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. One investment 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $291.03.

Advanced Micro Devices Stock Up 1.2%

Shares of Advanced Micro Devices stock opened at $258.12 on Thursday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. Advanced Micro Devices, Inc. has a 52-week low of $83.75 and a 52-week high of $267.08. The stock has a market capitalization of $420.82 billion, a price-to-earnings ratio of 97.40, a P/E/G ratio of 0.94 and a beta of 1.96. The company’s 50 day moving average price is $209.50 and its 200-day moving average price is $219.33.

Advanced Micro Devices (NASDAQ:AMD) last announced 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. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter last year, the firm posted $1.09 earnings per share. The firm’s revenue was up 34.1% on a year-over-year basis. Equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

About Advanced Micro Devices

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.