Maridea Wealth Management LLC Purchases 4,074 Shares of Advanced Micro Devices, Inc. $AMD

Maridea Wealth Management LLC grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 31.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,098 shares of the semiconductor manufacturer’s stock after buying an additional 4,074 shares during the quarter. Maridea Wealth Management LLC’s holdings in Advanced Micro Devices were worth $2,766,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at about $3,094,662,000. Jennison Associates LLC bought a new position in Advanced Micro Devices in the third quarter worth approximately $626,826,000. Nordea Investment Management AB lifted its holdings in Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after buying an additional 2,619,294 shares during the period. Rafferty Asset Management LLC boosted its position in Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after acquiring an additional 2,430,533 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after acquiring an additional 2,281,508 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD expanded its Helios rack‑scale AI partnership with Tata Consultancy Services to roll out large-scale AI infrastructure in India, supporting enterprise adoption and positioning AMD against Nvidia in a fast‑growing market. AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India
• Positive Sentiment: Analysts and some commentators say data-center demand is strong and recent company commentary set new records for data-center bookings, arguing the market’s sell-off is an overreaction — a bullish structural signal for long‑term revenue growth. AMD Sell-Off Shocks Analysts as Data Center Demand Sets New Record
• Positive Sentiment: Wall Street coverage remains largely positive with multiple buy/outperform ratings and a median 6‑month price target well above current levels, which supports upside sentiment for investors looking past short‑term volatility. SPY is down 0.4% today, on AMD stock price movement
• Neutral Sentiment: The board granted CEO a long‑term performance‑based equity award (Feb. 10–11); standard for tech firms but dilutive over time depending on vesting metrics. AMD Grants CEO Long-Term Performance-Based Equity Award
• Neutral Sentiment: Coverage pieces (Zacks/Fool/others) highlight AMD as a strong growth/AI play, reinforcing the growth narrative but not changing near‑term catalysts. Here’s Why Advanced Micro Devices (AMD) is a Strong Growth Stock
• Negative Sentiment: Reports surfaced of a delay to the Instinct MI455X accelerator, a direct execution risk for AMD’s data‑center roadmap and a key reason cited for weakness in the stock today. AMD Stock Falls on Reported Instinct MI455X Delay
• Negative Sentiment: Market reaction to product/competitive news from Nvidia and Meta triggered an after‑hours selloff, amplifying volatility despite AMD’s positive updates. Why AMD Stock Slipped Today and Why One Investor Says ‘Buy the Dip’
• Negative Sentiment: Significant insider selling has been reported (including CEO sales), which can weigh on investor sentiment even if insiders cite diversification or tax reasons. Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells $26,795,000.00 in Stock
• Negative Sentiment: Some analysts remain critical of near‑term execution and have voiced that recent results or guidance are “not good enough,” adding downward pressure on sentiment. ‘It’s Not Good Enough,’ Says Analyst About AMD Stock

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $203.08 on Wednesday. The business has a fifty day moving average of $220.68 and a 200 day moving average of $206.72. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm has a market capitalization of $331.10 billion, a price-to-earnings ratio of 76.63, a price-to-earnings-growth ratio of 0.78 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion during 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 revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period last year, the business posted $1.09 earnings per share. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analyst Ratings Changes

AMD has been the subject of a number of analyst reports. KeyCorp upped their price objective on Advanced Micro Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 4th. Barclays reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Robert W. Baird set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 5th. Finally, Morgan Stanley lowered their target price on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $288.17.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’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 transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 271,892 shares of company stock worth $58,476,908. Company insiders own 0.06% of the company’s stock.

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.