Seaview Investment Managers LLC Sells 45,716 Shares of Advanced Micro Devices, Inc. $AMD

Seaview Investment Managers LLC lowered its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 47.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 50,320 shares of the semiconductor manufacturer’s stock after selling 45,716 shares during the quarter. Advanced Micro Devices makes up approximately 3.0% of Seaview Investment Managers LLC’s holdings, making the stock its 16th biggest holding. Seaview Investment Managers LLC’s holdings in Advanced Micro Devices were worth $8,141,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. HHM Wealth Advisors LLC boosted its holdings in Advanced Micro Devices by 2.4% in the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after acquiring an additional 40 shares during the last quarter. HBK Sorce Advisory LLC grew its holdings in Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after acquiring an additional 43 shares during the period. Wilmington Savings Fund Society FSB raised its position in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after acquiring an additional 43 shares during the last quarter. Moseley Investment Management Inc. lifted its stake in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after purchasing an additional 44 shares during the period. Finally, OneAscent Family Office LLC boosted its position in shares of Advanced Micro Devices by 2.6% in the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after purchasing an additional 44 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Reports that AMD will adopt LPDDR6 memory for its Medusa Halo chips — a technical upgrade that can improve power and performance for data‑center and AI inference customers — boosted optimism about product competitiveness. AMD Stock Gains on Reports the Chipmaker Will Adopt LPDDR6 Memory
• Positive Sentiment: Bullish analyst views (Bank of America / other commentary) and industry takeaways argue AMD remains well‑positioned in the AI GPU/datacenter stack and could be undervalued relative to growth prospects — supporting a longer‑term constructive case. BoA Star Analyst Thinks NVIDIA and AMD are Undervalued. Which Is the Better Bet?
• Neutral Sentiment: AMD appointed Ariel Kelman as Senior VP & Chief Marketing Officer to lead brand, developer relations and go‑to‑market — a strategic hire that may help commercialization but is not an immediate earnings driver. AMD Hires Ariel Kelman as Chief Marketing Officer
• Neutral Sentiment: Momentum and style‑score writeups (Zacks) highlight strong price strength and earnings growth, which can attract trend‑followers even as fundamentals are re‑priced after recent volatility. Here’s Why Advanced Micro Devices (AMD) is a Strong Momentum Stock
• Negative Sentiment: Shares dropped sharply after Q4: despite beats, AMD’s modest Q1 guidance and commentary about seasonal/datacenter softness triggered an ~11% post‑earnings decline as investors trimmed exposure. This remains the primary near‑term negative catalyst. AMD Plunges 11% Post Q4 Earnings: Buy, Sell or Hold the Stock?
• Negative Sentiment: New pieces questioning downside risk and sell recommendations (Tipranks/Forbes) are amplifying trader caution—heightening volatility as investors debate valuation versus growth sustainability. How Low Could AMD Stock (AMD) Fall?
• Negative Sentiment: Opinion pieces recommending trimming exposure at current levels add selling pressure given AMD’s elevated P/E and high investor expectations — magnifying downside risk if guidance or demand trends weaken. Sell AMD Stock At $215?

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Susquehanna restated a “positive” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a report on Friday, October 31st. Phillip Securities raised shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Finally, Robert W. Baird set a $300.00 price objective on Advanced Micro Devices in a research note on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $290.11.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $213.57 on Wednesday. The stock has a market capitalization of $348.21 billion, a PE ratio of 80.59, a P/E/G 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 firm has a fifty day simple moving average of $221.82 and a 200 day simple moving average of $205.60. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data 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 firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the company earned $1.09 earnings per share. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Activity at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the transaction, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 value of $26,892,500.00. Following the completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 164,000 shares of company stock valued at $36,034,173. 0.06% of the stock is currently owned by insiders.

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.