Azimuth Capital Investment Management LLC Boosts Stake in Advanced Micro Devices, Inc. $AMD

Azimuth Capital Investment Management LLC increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 36.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 115,634 shares of the semiconductor manufacturer’s stock after purchasing an additional 30,881 shares during the quarter. Azimuth Capital Investment Management LLC’s holdings in Advanced Micro Devices were worth $18,708,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after buying an additional 2,970 shares during the period. United Bank increased its stake in shares of Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after acquiring an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after acquiring an additional 7,228 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on 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 sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 154,392 shares of company stock valued at $33,120,933. Insiders own 0.06% 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 reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Advanced Micro Devices Stock Down 2.2%

Shares of Advanced Micro Devices stock opened at $193.39 on Friday. 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 market capitalization of $315.30 billion, a PE ratio of 72.98, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a 50-day simple moving average of $216.16 and a two-hundred day simple moving average of $210.13.

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

Wall Street Analyst Weigh In

Several research firms recently commented on AMD. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. China Renaissance began coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price target on the stock. Finally, Royal Bank Of Canada restated a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices 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.