Insider Selling: Advanced Micro Devices (NASDAQ:AMD) SVP Sells $572,453.64 in Stock

Advanced Micro Devices, Inc. (NASDAQ:AMD) SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The shares were 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 approximately $3,834,876.78. This trade represents a 12.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $253.73 on Friday. The business’s 50-day moving average price is $218.40 and its 200 day moving average price is $197.58. The firm has a market cap of $413.08 billion, a P/E ratio of 125.61, a PEG ratio of 1.04 and a beta of 1.95. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The company had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same period in the prior year, the company earned $0.92 EPS. Advanced Micro Devices’s revenue was up 35.6% on a year-over-year basis. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Norges Bank purchased a new position in shares of Advanced Micro Devices during the 2nd quarter valued at $3,094,662,000. Jennison Associates LLC acquired a new stake in Advanced Micro Devices during the third quarter valued at $626,826,000. Wellington Management Group LLP grew its stake in Advanced Micro Devices by 335.9% in the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after purchasing an additional 3,735,807 shares in the last quarter. Assenagon Asset Management S.A. increased its position in Advanced Micro Devices by 104.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after purchasing an additional 3,059,935 shares during the last quarter. Finally, Nordea Investment Management AB raised its stake in shares of Advanced Micro Devices by 203.7% during the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after purchasing an additional 2,619,294 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Riot Platforms signed a multi‑year facility/power lease with AMD at Rockdale (initial 25 MW, option to 200 MW) — a ~$311M initial contract estimate — validating AMD’s need for dedicated data‑center capacity for HPC/AI deployments and supporting deployments of Instinct GPUs/EPYC CPUs. Riot Platforms: A $311M AMD Deal Changes the HPC Game
• Positive Sentiment: AMD added former Accenture CFO KC McClure to its board — investors interpret this as stronger financial/governance oversight as the company scales AI and data‑center investments. AMD Appoints KC McClure to Board of Directors
• Positive Sentiment: Wall Street bullishness persists: multiple boutiques and major firms have maintained Overweight/Outperform calls and lifted targets, supporting upside expectations into earnings and the MI450 GPU ramp. Why Wells Fargo Calls AMD a Top AI Pick for 2026
• Positive Sentiment: Software momentum: AMD’s Adrenalin AI bundle/driver update makes it easier to set up AI workflows on AMD GPUs, lowering friction for adoption across developers and enterprises. AMD Stock Gains on Adrenalin AI Bundle Update
• Positive Sentiment: Growth narrative: Analysts and research pieces highlight accelerating AI/data‑center revenue potential (Zacks cites targets like an ~80% AI revenue CAGR driven by Helios racks, Instinct GPUs and partnerships). This underpins the bullish valuation case if execution continues. AMD Rides on Expanding Enterprise Partner Base: More Upside to Come?
• Neutral Sentiment: Momentum & sentiment pieces note AMD’s multi‑day winning streak and YTD highs, but emphasize that the story is now priced into the stock and that Feb. 2 earnings/guidance will be the next major catalyst. AMD’s stock is on a hot streak not seen in six years
• Negative Sentiment: Insider selling has accelerated (recent Form 4 filings, including an SVP sale), which can spook some investors ahead of earnings despite the positive operational narrative. SEC Form 4 disclosure
• Negative Sentiment: Policy/regulatory risk: reports of a potential 25% tariff on certain MI325x chip imports could pressure margins or disrupt timing for some SKUs if enacted or expanded. Tariff coverage on MI325x chips
• Negative Sentiment: Some analysts warn valuation already reflects much of the AI upside and have flagged downside risk / downgraded the name if broader tech momentum fades. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Analysts Set New Price Targets

Several research firms have issued reports on AMD. Wells Fargo & Company upped their price target on Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, November 12th. Bank of America reaffirmed a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. China Renaissance began coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price target for the company. Barclays reissued an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Morgan Stanley reaffirmed an “equal weight” rating and set a $260.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $279.67.

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.