Advanced Micro Devices (NASDAQ:AMD) Shares Acquired Rep. Cleo Fields

Representative Cleo Fields (Democratic-Louisiana) recently bought shares of Advanced Micro Devices, Inc. (NASDAQ:AMD). In a filing disclosed on February 24th, the Representative disclosed that they had bought between $50,001 and $100,000 in Advanced Micro Devices stock on February 3rd. The trade occurred in the Representative’s “MORGAN STANLEY – E*TRADE #2” account.

Representative Cleo Fields also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 2/12/2026.
• Purchased $15,001 – $50,000 in shares of Lam Research (NASDAQ:LRCX) on 2/3/2026.
• Purchased $100,001 – $250,000 in shares of Alphabet (NASDAQ:GOOGL) on 2/3/2026.
• Purchased $100,001 – $250,000 in shares of Micron Technology (NASDAQ:MU) on 2/3/2026.
• Purchased $100,001 – $250,000 in shares of Meta Platforms (NASDAQ:META) on 2/3/2026.
• Purchased $50,001 – $100,000 in shares of IREN (NASDAQ:IREN) on 1/20/2026.
• Purchased $50,001 – $100,000 in shares of Meta Platforms (NASDAQ:META) on 1/20/2026.
• Purchased $50,001 – $100,000 in shares of Netflix (NASDAQ:NFLX) on 1/20/2026.
• Purchased $100,001 – $250,000 in shares of Alphabet (NASDAQ:GOOG) on 1/20/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOG) on 1/12/2026.

Advanced Micro Devices Stock Down 1.4%

Shares of NASDAQ:AMD opened at $210.86 on Thursday. The stock has a 50-day simple moving average of $219.80 and a 200-day simple moving average of $207.83. The stock has a market capitalization of $343.79 billion, a P/E ratio of 79.57, a PEG ratio of 0.81 and a beta of 1.94. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. 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 (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter last year, the firm posted $1.09 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 34.1% compared to the same quarter last year. Equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a report on Wednesday. Susquehanna reiterated a “positive” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Friday, October 31st. KeyCorp reiterated an “overweight” rating and set a $330.00 target price on shares of Advanced Micro Devices in a report on Tuesday. Piper Sandler restated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday. Finally, Phillip Securities raised shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

More Advanced Micro Devices News

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

• Positive Sentiment: Major Meta agreement: a definitive multi‑year deal to deploy up to 6 gigawatts of AMD Instinct GPUs (reported as $60B–$100B potential and includes warrants/optioned equity). This is the primary bullish catalyst driving prior rallies and supporting multi‑year revenue visibility. VIEW: AMD secures Meta as next big AI chip customer (Reuters)
• Positive Sentiment: Wall Street reaction: several firms raised targets or reiterated buys after the Meta news (Goldman, Benchmark, Mizuho, Evercore noted). Analysts highlight significant long‑term upside if AMD executes on MI450/Helios rack solutions and hyperscaler deployments. AMD Buy Rating Driven by Underappreciated Meta 6GW AI Accelerator Deal (TipRanks)
• Positive Sentiment: Strategic ecosystem move: AMD agreed to buy $150M of Nutanix stock and deepen partnership—helps commercial reach into enterprise/hybrid AI stacks and signals ecosystem traction beyond hyperscalers. AMD to Buy $150 Million of Nutanix Stock in New Partnership (MSN)
• Neutral Sentiment: Nvidia and broader competitive backdrop: Nvidia is expanding its product roadmap (including CPUs and new AI systems) — intensifying the competitive race for hyperscaler dollars; execution and pricing remain key differentiators. Nvidia’s CEO prepares investors for a renewed battle (Reuters)
• Neutral Sentiment: Selective access in China/partners: AI startup DeepSeek reportedly gave early access to Huawei while not providing early builds to U.S. GPU vendors — a reminder of geopolitics and partner dynamics that can limit certain growth channels. DeepSeek snubs Nvidia, AMD for new AI model launch (TipRanks)
• Negative Sentiment: Deal structure & dilution concerns: several commentators flagged the Meta agreement’s performance‑based warrants and equity option mechanics as potentially dilutive or creating “circular” financial incentives — this risk is tempering some investor enthusiasm. Meta Deal ‘Wildly Concerning’ for AMD (TalkMarkets)
• Negative Sentiment: Near‑term technical/profit‑taking pressure: after the rapid post‑deal rally, traders and technical indicators signaled topping (double‑top/overbought), prompting profit‑taking that explains today’s pullback. AMD Faces Further Downside After Double‑Top Signal (TalkMarkets)

Institutional Trading of Advanced Micro Devices

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Impax Asset Management Group plc raised its holdings in shares of Advanced Micro Devices by 326.5% during the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after purchasing an additional 39,861 shares during the period. Waterfront Wealth Inc. bought a new stake in Advanced Micro Devices in the 2nd quarter valued at about $1,145,000. Global Retirement Partners LLC acquired a new position in Advanced Micro Devices during the 2nd quarter worth approximately $4,519,000. Cornercap Investment Counsel Inc. boosted its holdings in Advanced Micro Devices by 43.3% in the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after acquiring an additional 3,702 shares in the last quarter. Finally, Swiss National Bank grew its stake in Advanced Micro Devices by 7.5% in the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after acquiring an additional 341,000 shares during the period. Institutional investors own 71.34% of the company’s stock.

Insider Transactions at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction 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 transaction, the executive vice president directly owned 289,098 shares in the company, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the sale, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 271,892 shares of company stock valued at $58,476,908 over the last ninety days. 0.06% of the stock is owned by company insiders.

About Representative FIELDS

Cleo Fields (Democratic Party) is a member of the U.S. House, representing Louisiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Fields (Democratic Party) is running for re-election to the U.S. House to represent Louisiana’s 6th Congressional District. He declared candidacy for the primary scheduled on November 3, 2026.

Cleo Fields graduated from McKinley High School in 1980. He earned a bachelor’s degree in mass communications from Southern University in 1984 and a J.D. from the Southern University Law Center in 1987. His career experience includes working as a state legislator and U.S. congressman. When Fields was elected to the Louisiana State Senate in 1986, he was the youngest person ever elected to the State Senate in Louisiana’s history. In 1995, Fields ran for governor of Louisiana, becoming the first African American since reconstruction to make the runoff.

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.