CSM Advisors LLC Has $2.99 Million Holdings in Advanced Micro Devices, Inc. $AMD

CSM Advisors LLC decreased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 74.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 18,455 shares of the semiconductor manufacturer’s stock after selling 53,985 shares during the period. CSM Advisors LLC’s holdings in Advanced Micro Devices were worth $2,987,000 as of its most recent SEC filing.

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

Advanced Micro Devices Stock Up 1.6%

AMD stock opened at $196.58 on Tuesday. 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 company has a market cap of $320.51 billion, a price-to-earnings ratio of 74.18, a P/E/G ratio of 0.73 and a beta of 1.98. The business’s 50-day moving average is $215.67 and its two-hundred day moving average is $210.63. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last announced its 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 business had revenue of $10.27 billion during 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 firm’s revenue was up 34.1% on a year-over-year basis. During the same period in the prior year, the company earned $1.09 earnings per share. As a group, analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on AMD shares. The Goldman Sachs Group boosted their price objective on Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. Rosenblatt Securities restated a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Benchmark restated a “buy” rating and set a $325.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the sale, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This trade represents a 5.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 239,392 shares of company stock valued at $50,016,383. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Celestica partnership to commercialize “Helios” rack-scale AI platform should expand AMD’s route to market for data‑center GPUs and strengthen its AI-infrastructure footprint. Celestica and AMD Announce Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes legal overhang and gives AMD access to additional semiconductor IP — a clearance that reduces legal risk and could accelerate product development. AMD Ties Up With Adeia
• Positive Sentiment: U.S. export-policy reversal eases restrictions on advanced AI accelerator sales overseas, widening AMD’s addressable market for Instinct GPUs and easing regulatory uncertainty for data‑center ramp. US Export Reversal Clears Path
• Positive Sentiment: Expanded manufacturing/assembly ties (Flex, and Celestica activity) support supply scaling for AMD Instinct platforms and reduce execution risk on large cloud/customer orders. Assessing Flex Valuation After Expanded AMD Partnership
• Positive Sentiment: Multiple analysts remain bullish on AMD’s AI growth path and have reiterated favorable ratings/targets, providing support for the stock amid ongoing AI demand optimism. Analysts Stay Bullish on AI Demand
• Neutral Sentiment: Early reports that RDNA 5 GPUs show improved performance vs. prior generations could help AMD in graphics and inference workloads, but impact depends on final benchmarks and partner design wins. RDNA 5 GPUs May Even the Playing Field
• Neutral Sentiment: Reported short interest data shows no meaningful change (no indication of a large short squeeze or build), so short‑interest dynamics are not a current driver.
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at reported average price), part of a broader pattern of insider selling that some investors view as a near‑term headwind for sentiment. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Some Wall Street voices (Goldman, D.A. Davidson) and macro factors (oil‑supply driven market volatility) have flagged near‑term risks and estimate caution, which could pressure the stock if growth expectations are trimmed. Analyst Caution Oil Supply Disruptions and Chip Stocks

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.