KERR FINANCIAL PLANNING Corp Takes Position in Advanced Micro Devices, Inc. $AMD

KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,840 shares of the semiconductor manufacturer’s stock, valued at approximately $783,000. Advanced Micro Devices accounts for about 1.1% of KERR FINANCIAL PLANNING Corp’s holdings, making the stock its 18th largest holding.

A number of other hedge funds have also recently bought and sold shares of the company. Impax Asset Management Group plc increased its stake in Advanced Micro Devices by 326.5% in 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 last quarter. Global Retirement Partners LLC purchased a new position in Advanced Micro Devices during the second quarter worth about $4,519,000. Swiss National Bank boosted its stake in Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after buying an additional 341,000 shares during the last quarter. New York State Common Retirement Fund grew its holdings in Advanced Micro Devices by 8.4% in the 2nd quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock valued at $317,748,000 after buying an additional 172,745 shares during the period. Finally, Zweig DiMenna Associates LLC grew its holdings in Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after buying an additional 40,708 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were 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 owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction that occurred 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 sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 239,392 shares of company stock worth $50,016,383 in the last ninety days. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Down 0.1%

AMD stock opened at $196.31 on Wednesday. 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 50 day simple moving average of $215.31 and a 200-day simple moving average of $210.87. The company has a market capitalization of $320.07 billion, a P/E ratio of 74.08, a PEG ratio of 0.74 and a beta of 1.98. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter last year, the business posted $1.09 EPS. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Samsung MoU expands strategic ties for AI memory supply and explores foundry cooperation — strengthens AMD’s supply chain access for high‑bandwidth memory and could ease capacity constraints for Instinct accelerators. Samsung Elec and AMD sign MoU
• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform — a route‑to‑market play that pairs AMD Instinct accelerators with systems-level integration and third‑party manufacturing, improving cadence for large cloud customers. Celestica and AMD Announce Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes a legal overhang and grants AMD additional semiconductor IP access — reduces execution risk around product development. AMD Ties Up With Adeia
• Positive Sentiment: Expanded manufacturing tie‑ups (Flex, Celestica) and analyst reiterations keep the AI growth narrative intact — supports capacity scaling for large cloud deployments and underpins bullish price targets from several firms. Assessing Flex Valuation After Expanded AMD Partnership
• Neutral Sentiment: Early RDNA 5 leaks/benchmarks hint at improved GPU performance — potentially positive for graphics and inference, but impact depends on final specs and design wins. Zen 6 / RDNA 5 Leak
• Neutral Sentiment: Royal Bank of Canada reaffirmed a “Sector Perform” rating with a $230 target — not a downgrade but a reminder some analysts see limited near‑term upside relative to elevated valuation. RBC Reaffirms Sector Perform
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M) in early March — part of broader insider selling that can weigh on near‑term sentiment even if driven by diversification or tax planning. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Competitive pressure from Nvidia (GTC product roadmap, Vera Rubin platform, new chips) and macro volatility (oil‑driven market swings) keep execution and margin risk on the table — a potential drag if Nvidia announcements translate into faster customer adoption. Nvidia GTC 2026 Coverage

Analyst Ratings Changes

A number of research firms recently issued reports on AMD. Mizuho lifted their target price on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. Wells Fargo & Company restated an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday, January 30th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Raymond James Financial initiated coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

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.