Mizuho Markets Cayman LP Has $292,000 Position in Advanced Micro Devices, Inc. $AMD

Mizuho Markets Cayman LP decreased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 98.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,802 shares of the semiconductor manufacturer’s stock after selling 98,748 shares during the quarter. Mizuho Markets Cayman LP’s holdings in Advanced Micro Devices were worth $292,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its stake 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 valued at $5,551,000 after acquiring an additional 29,438 shares during the period. Revolve Wealth Partners LLC lifted its stake in 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 worth $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC boosted its holdings in 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 purchasing an additional 2,970 shares in the last quarter. United Bank boosted 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 valued at $1,881,000 after purchasing an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew 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 valued at $1,310,000 after purchasing an additional 7,228 shares during the period. 71.34% of the stock is owned by institutional investors.

Advanced Micro Devices Stock Up 1.6%

NASDAQ AMD opened at $196.58 on Tuesday. The stock’s 50 day simple moving average is $215.67 and its 200 day simple moving average is $210.63. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The firm has a market cap of $320.51 billion, a PE ratio of 74.18, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

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

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Raymond James Financial began coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target on the stock. KeyCorp reiterated an “overweight” rating and set a $330.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Benchmark reissued a “buy” rating and set a $325.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform expands AMD’s route to market for Instinct accelerators and helps position AMD in large AI clusters. Celestica and AMD Announce Collaboration
• Positive Sentiment: U.S. export‑policy reversal eases restrictions on advanced AI accelerator sales abroad, removing a regulatory overhang and widening AMD’s addressable market for Instinct GPUs. US Export Reversal Clears Path
• Positive Sentiment: Multi‑year IP license and settlement with Adeia clears legal uncertainty and gives AMD access to additional semiconductor IP — a near‑term risk reduction that can accelerate product work. AMD Ties Up With Adeia
• Positive Sentiment: Expanded manufacturing/assembly ties (Flex, Celestica and others) support scaling of Instinct platforms and reduce execution risk on large cloud/customer orders. Assessing Flex Valuation After Expanded AMD Partnership
• Positive Sentiment: Several brokers and analysts remain bullish on AMD’s AI growth trajectory and have reiterated favorable ratings/targets, underpinning demand. Analysts Stay Bullish on AI Demand
• Neutral Sentiment: Early reports that RDNA 5 GPUs show improved performance could help AMD in graphics/inference, but final benchmarks and partner wins will determine commercial impact. RDNA 5 GPUs May Even the Playing Field
• Neutral Sentiment: Reported short‑interest data show no meaningful change, so short dynamics are not a current driver for price action.
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at the disclosed average), adding to a pattern of insider selling that can dent near‑term sentiment even if sales are for diversification or tax planning. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Nvidia’s GTC product/roadmap push and new AI silicon announcements keep competitive pressure high — a narrative investors watch closely as NVIDIA further distances itself in scale and ecosystem. Nvidia GTC Keynote Coverage
• Negative Sentiment: Some Wall Street firms (Goldman, D.A. Davidson) and macro volatility (e.g., oil‑supply shocks) have highlighted near‑term downside risk and estimate caution that could weigh on the shares if growth forecasts are trimmed. Analyst Caution Oil Supply Disruptions and Chip Stocks

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction dated 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 sale, the executive vice president owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This represents a 5.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 transaction of $16,895,450.00. Following the completion of the sale, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at $625,331,612.62. The trade was a 2.63% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 239,392 shares of company stock valued at $50,016,383. 0.06% of the stock is owned by corporate insiders.

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.