Ground Swell Capital LLC Invests $428,000 in Advanced Micro Devices, Inc. $AMD

Ground Swell Capital LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,999 shares of the semiconductor manufacturer’s stock, valued at approximately $428,000. Advanced Micro Devices makes up approximately 0.9% of Ground Swell Capital LLC’s portfolio, making the stock its 12th biggest holding.

Other institutional investors also recently bought and sold shares of the company. Joseph Group Capital Management purchased a new position in shares of Advanced Micro Devices in the fourth quarter worth $25,000. Koesten Hirschmann & Crabtree INC. grew its holdings in shares of Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares during the last quarter. Key Capital Management INC acquired a new position in shares of Advanced Micro Devices in the 4th quarter valued at $38,000. PFS Partners LLC increased its position in shares of Advanced Micro Devices by 269.2% in the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer’s stock valued at $41,000 after acquiring an additional 140 shares during the period. Finally, Aviso Financial Inc. raised its stake in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 160 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Down 2.3%

Advanced Micro Devices stock opened at $448.29 on Wednesday. The business’s 50-day moving average price is $258.93 and its 200 day moving average price is $236.36. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The firm has a market cap of $730.98 billion, a price-to-earnings ratio of 146.98, a price-to-earnings-growth ratio of 1.41 and a beta of 2.40. Advanced Micro Devices, Inc. has a 52 week low of $107.67 and a 52 week high of $469.21.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. During the same period in the previous year, the company posted $0.96 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 37.8% on a year-over-year basis. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 5.99 earnings per share for the current year.

Insider Activity at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 31,320 shares of the stock in a transaction on Friday, April 24th. The shares were sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the sale, the executive vice president directly owned 1,236,037 shares of the company’s stock, valued at approximately $432,612,950. This represents a 2.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the sale, the executive vice president owned 105,222 shares in the company, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 184,598 shares of company stock worth $49,955,566 in the last three months. Company insiders own 0.50% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Mizuho raised its price target on AMD to $515 from $415 and kept an Outperform rating, citing continued agentic AI server demand as a major tailwind. Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case
• Positive Sentiment: KeyBanc also boosted its target to $530 from $330, reinforcing the view that AMD’s strong Q1 results and AI/data-center momentum could support further upside. Was Advanced Micro Devices (AMD) One of the Top “Blue Chip” Stocks Suddenly on Fire in April?
• Positive Sentiment: Recent commentary highlighted AMD’s blowout Q1 earnings, record data-center revenue, and new customer wins such as AI infrastructure deals with Meta Platforms and OpenAI, which strengthen the long-term growth story. AMD MI450 AI Deals With Meta And OpenAI Test Rich Valuation
• Neutral Sentiment: Northland Securities raised its earnings estimates for AMD’s 2027 periods, but kept only a Market Perform rating and a $260 target, showing that not all analysts agree with the stock’s premium valuation.
• Neutral Sentiment: AMD remains a heavily watched AI chip leader, with analysts and investors continuing to debate whether the stock’s valuation can be justified by growth in AI servers and CPUs. AMD Stock Remains a Top Pick for This Top Analyst – Here’s Why
• Negative Sentiment: Several reports said the broader chip trade cooled as investors took profits after a parabolic rally, pressuring AMD along with other semiconductor stocks.
• Negative Sentiment: Market chatter also pointed to insider and Cathie Wood-related selling, which may be adding to investor caution after the stock’s sharp advance.

Analysts Set New Price Targets

AMD has been the topic of several research analyst reports. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Weiss Ratings upgraded Advanced Micro Devices from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Seaport Research Partners upgraded Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 target price on the stock in a research report on Wednesday, May 6th. Sanford C. Bernstein upgraded shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and increased their price target for the stock from $265.00 to $525.00 in a report on Wednesday, May 6th. Finally, KeyCorp raised their price target on shares of Advanced Micro Devices from $330.00 to $530.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average price target of $391.54.

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.