Occidental Asset Management LLC Boosts Stock Position in Advanced Micro Devices, Inc. $AMD

Occidental Asset Management LLC boosted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 509.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,389 shares of the semiconductor manufacturer’s stock after purchasing an additional 19,550 shares during the quarter. Occidental Asset Management LLC’s holdings in Advanced Micro Devices were worth $5,009,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after buying an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares during the period. Sivia Capital Partners LLC boosted its position in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after acquiring an additional 2,970 shares during the last quarter. United Bank boosted its position in Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after acquiring an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after acquiring an additional 7,228 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Micro Devices Stock Down 1.9%

Shares of NASDAQ AMD opened at $201.29 on Friday. The stock has a market capitalization of $328.19 billion, a PE ratio of 75.96, a P/E/G ratio of 0.76 and a beta of 1.98. 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 fifty day moving average of $215.07 and a 200-day moving average of $211.36. 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 issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating 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 firm had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter last year, the firm earned $1.09 earnings per share. The firm’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of the stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the sale, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. This represents a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock worth $50,016,383 over the last three months. 0.06% of the stock is currently owned by insiders.

Analyst Ratings Changes

AMD has been the subject of several analyst reports. Mizuho boosted their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. China Renaissance started coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price on the stock. Finally, UBS Group set a $310.00 price target on Advanced Micro Devices in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

More Advanced Micro Devices News

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

• Positive Sentiment: Samsung partnership and memory supply tie-up strengthen AMD’s AI accelerator roadmap and HBM supply outlook, supporting demand for future MI450/Helios GPUs. What AMD’s Expanded Samsung AI Memory Partnership Means
• Positive Sentiment: Vietnam-backed R&D hub and training push (with Samsung) signal capacity for AMD’s AI engineering and talent expansion in Asia — a constructive long-term growth lever. Vietnam Backs AMD R&D Hub
• Positive Sentiment: Micron’s blowout quarter highlights massive AI memory demand (HBM) that benefits AMD GPU/server builds — a sector tailwind for AMD’s data-center roadmap. Micron AI Memory Demand
• Positive Sentiment: New supply/assembly partnerships (e.g., Celestica) and expanded go-to-market partners support ramp plans for AMD’s AI accelerators. Celestica Partners with AMD
• Neutral Sentiment: RBC keeps a “Sector Perform” rating and $230 target, reflecting cautious optimism—useful context but not a catalyst by itself. RBC Maintains Sector Perform on AMD
• Neutral Sentiment: ARKK’s exposure to AMD means ETF flows and tech rotation (Cathie Wood’s fund under pressure YTD) can amplify moves in AMD but are flow-driven rather than fundamental. Is the ARK Innovation ETF Finding a Floor?
• Neutral Sentiment: Coverage notes (Zacks) emphasize AMD’s partner-led AI strategy and execution progress, but also call out intense competition from NVDA/AVGO — balanced outlook. AMD Relies on a Rich Partner Base
• Negative Sentiment: Sector weakness and competition headlines (Intel pullback, Broadcom/Nvidia strength) are pressuring AMD as investors reallocate within semis. Intel Dips 5%, AMD Down 3%
• Negative Sentiment: Quiver Quant shows heavy insider selling activity and highlights short-term price weakness and institutional portfolio reshuffling—this amplifies near-term downside sentiment. Quiver Quant AMD Data
• Negative Sentiment: Industry supply concerns (e.g., reported helium/gas crunch) and a broader tech pullback can create transient hardware-production or sentiment headwinds. Why Semiconductor Stocks Are Falling
• Neutral Sentiment: March short‑interest notices in the feed show zero shares / NaN changes — the data looks inconsistent and is not a meaningful signal today.

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.