Rep. Julia Letlow Buys Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares

Representative Julia Letlow (Republican-Louisiana) recently bought shares of Advanced Micro Devices, Inc. (NASDAQ:AMD). In a filing disclosed on March 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Advanced Micro Devices stock on February 2nd. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $201.99 on Monday. The company has a market capitalization of $329.33 billion, a PE ratio of 76.22, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock has a fifty day moving average of $213.51 and a 200-day moving average of $213.50. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year 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 (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.09 EPS. As a group, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently weighed in on AMD. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. China Renaissance initiated coverage on shares of Advanced Micro Devices in a report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price target on the stock. Finally, The Goldman Sachs Group upped their price target on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. One 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, the company currently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AI-driven CPU/GPU pricing power — reports that AMD (and peers) can raise CPU prices amid AI data‑center demand are supporting upside to margins and free cash flow, a core reason investors have bid the stock higher recently. The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks
• Positive Sentiment: Product & ecosystem momentum — AMD’s push into AI stacks (MI450 accelerators) and a new AMD‑optimized Rocky Linux release with CIQ simplify deployments for customers, strengthening the company’s data‑center roadmap and long‑term TAM. AMD Linux Push With CIQ Adds New Angle To AI Investment Story
• Positive Sentiment: Analyst/institutional backdrop — continued buy‑side research, modest upward earnings tweaks and multiple analyst price targets boost conviction that AMD’s AI/data‑center growth can drive meaningful upside beyond current year multiples. 5 April Buys With Double-Digit Year-End Targets
• Neutral Sentiment: Market commentary & momentum trades — bullish technical narratives and articles projecting multi‑year targets keep trading interest elevated, but much of that upside is speculative and tied to execution. AMD Stock Gets a Boost From Incoming CPU Price Hikes
• Negative Sentiment: Geopolitical risk and macro headlines — escalation in the Middle East has hit semiconductors broadly, prompting risk‑off flows that can pressure demand expectations and multiples for AMD and peers. Semiconductor Chip Stocks Slump As Middle East War Hits Day 28
• Negative Sentiment: Large fund selling / flows — high‑profile asset managers trimmed chip positions (including AMD), which can amplify short‑term downside when flows turn against the sector. ARK Invest Dumps $84M in Meta, Nvidia and Chip Stocks
• Negative Sentiment: Product/support & regulatory risk — gamer calls for FSR4 support on older GPUs and advancing U.S. export-control legislation (Chip Security Act) add execution and addressable‑market uncertainty that can weigh on near‑term sentiment. AMD Stock Slips as Gamers Call for FSR 4 Support Chip Security Act Puts AMD Export Controls And Valuation In Focus

Hedge Funds Weigh In On Advanced Micro Devices

A number of large investors have recently made changes to their positions in AMD. HHM Wealth Advisors LLC grew its position in Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after purchasing an additional 40 shares in the last quarter. James J. Burns & Company LLC lifted its position in Advanced Micro Devices by 2.3% in the 4th quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer’s stock worth $389,000 after buying an additional 40 shares in the last quarter. HBK Sorce Advisory LLC boosted its stake in shares of 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 valued at $2,169,000 after buying an additional 43 shares during the period. Wilmington Savings Fund Society FSB boosted its stake 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 buying an additional 43 shares during the period. Finally, Cassaday & Co Wealth Management LLC grew its holdings in shares of Advanced Micro Devices by 0.9% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 4,912 shares of the semiconductor manufacturer’s stock valued at $1,052,000 after acquiring an additional 43 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the transaction, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 239,392 shares of company stock valued at $50,016,383. 0.06% of the stock is owned by insiders.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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.