Advanced Micro Devices, Inc. $AMD Shares Sold by Notis McConarty Edward

Notis McConarty Edward decreased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 14.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,632 shares of the semiconductor manufacturer’s stock after selling 4,139 shares during the period. Advanced Micro Devices comprises approximately 1.8% of Notis McConarty Edward’s investment portfolio, making the stock its 21st largest holding. Notis McConarty Edward’s holdings in Advanced Micro Devices were worth $3,823,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AMD. Koesten Hirschmann & Crabtree INC. increased its stake in shares of Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 61 shares in the last quarter. ORG Wealth Partners LLC lifted its stake in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 46 shares in the last quarter. Pinney & Scofield Inc. boosted its holdings in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 85 shares during the last quarter. Avion Wealth increased its stake in Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after buying an additional 72 shares in the last quarter. Finally, Signature Resources Capital Management LLC increased its stake in Advanced Micro Devices by 170.4% during the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after buying an additional 138 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Benchmark reaffirmed a Buy and $325 price target, saying AMD could generate “tens of billions” in AI revenue by 2027 — a bullish analyst endorsement that supports longer‑term growth expectations and demand for EPYC/Instinct products. Benchmark Sees Advanced Micro Devices (AMD) Generating Tens of Billions in AI Revenue by 2027
• Positive Sentiment: AMD agreed to guarantee a $300M loan to Crusoe so the startup can buy and deploy AMD AI accelerators in a new Ohio data center — a demand‑creation move (similar to Nvidia’s strategy) that helps convert capacity into near‑term sales. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: Design‑win/newsflow in India: reports say AMD will supply AI chips for a large (200MW) data‑center buildout and OpenAI/Tata projects are expanding Indian AI infrastructure — more enterprise/edge demand and geographic diversification for AMD’s server business. After AMD, OpenAI Partners With Tata To Build Massive 1GW AI Data Center In India
• Neutral Sentiment: AMD publicly pushed back on delay rumors, saying MI455X shipments remain on track for H2 2026 — reduces execution uncertainty but is neutral until shipments and revenue show up. AMD Responds to Rumors About Potential Delays
• Neutral Sentiment: Market and analyst context: Street attention remains high (many buy ratings and a median 12‑month target around ~$291), which supports conviction for bulls but also sets up sensitivity to quarterly guidance. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Heavy insider selling noted in recent data (multiple senior executives have sold stock), which can be read negatively by some investors as a signal to trim positions. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Competitive and sector headwinds: Nvidia continues to post large multiyear deals (Meta supply pact, heavy OpenAI-linked investment reports), which can draw investor rotation and push relative expectations higher for NVDA vs. AMD. Nvidia (NVDA) Partners With Meta Platforms in Multiyear Deal for Millions of Blackwell and Rubin AI Chips
• Negative Sentiment: Macro/sector softness and short‑term selling: chip stocks showed early weakness after hotter PCE and signs of “AI exhaustion” in trading themes — that pressure contributed to AMD’s pullback today. NVDA, INTC and AMD Forecast – Chips Look a Touch Soft Early Friday

Advanced Micro Devices Stock Down 1.6%

NASDAQ AMD opened at $200.15 on Friday. The business’s fifty day simple moving average is $219.68 and its 200-day simple moving average is $206.81. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The firm has a market cap of $326.33 billion, a PE ratio of 75.53, a P/E/G ratio of 0.77 and a beta of 1.94. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the firm posted $1.09 earnings per share. Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. As a group, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on AMD. Bank of America restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Morgan Stanley reduced their price objective on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Loop Capital set a $290.00 target price on shares of Advanced Micro Devices and gave the stock a “buy” rating in a research note on Wednesday, November 5th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 target price on shares of Advanced Micro Devices in a research report on Friday, January 30th. One investment 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 stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $288.17.

Insider Transactions at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 sale, the senior vice president directly 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 SEC filing for this sale provides additional information. Insiders sold 271,892 shares of company stock worth $58,476,908 in the last 90 days. Insiders own 0.06% of the company’s stock.

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.