Ossiam Sells 2,100,063 Shares of Advanced Micro Devices, Inc. $AMD

Ossiam lessened its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 48.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,213,628 shares of the semiconductor manufacturer’s stock after selling 2,100,063 shares during the quarter. Advanced Micro Devices comprises about 4.6% of Ossiam’s holdings, making the stock its 5th largest holding. Ossiam owned approximately 0.14% of Advanced Micro Devices worth $358,143,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Dnca Finance raised its stake in shares of Advanced Micro Devices by 10.8% during the third quarter. Dnca Finance now owns 62,950 shares of the semiconductor manufacturer’s stock valued at $10,185,000 after purchasing an additional 6,150 shares during the period. Menard Financial Group LLC purchased a new position in shares of Advanced Micro Devices in the third quarter valued at $611,000. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in Advanced Micro Devices by 144.0% during the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 8,029 shares of the semiconductor manufacturer’s stock valued at $1,299,000 after purchasing an additional 4,739 shares in the last quarter. Wellington Management Group LLP grew its holdings in Advanced Micro Devices by 335.9% during the 3rd 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. Finally, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna increased its stake in Advanced Micro Devices by 59.5% during the 3rd quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 24,813 shares of the semiconductor manufacturer’s stock worth $4,014,000 after buying an additional 9,256 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD opened at $193.39 on Friday. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm has a market cap of $315.30 billion, a price-to-earnings ratio of 72.98, a PEG ratio of 0.74 and a beta of 1.98. The stock has a 50 day moving average of $216.16 and a 200-day moving average of $209.83.

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

Advanced Micro Devices News Summary

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the sale, the executive vice president directly owned 129,598 shares of the company’s stock, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 154,392 shares of company stock valued at $33,120,933 over the last three months. 0.06% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on AMD shares. Wedbush reiterated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Mizuho boosted their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 25th. Evercore reissued an “outperform” rating and issued a $358.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Finally, Rosenblatt Securities restated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One equities research 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. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

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.