Advanced Micro Devices, Inc. $AMD Shares Purchased by Occidental Asset Management LLC

Occidental Asset Management LLC raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 509.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,389 shares of the semiconductor manufacturer’s stock after acquiring an additional 19,550 shares during the quarter. Occidental Asset Management LLC’s holdings in Advanced Micro Devices were worth $5,009,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in AMD. Cooper Financial Group boosted its stake in shares of Advanced Micro Devices by 22.7% in the fourth quarter. Cooper Financial Group now owns 7,125 shares of the semiconductor manufacturer’s stock valued at $1,526,000 after purchasing an additional 1,320 shares during the period. Sovereign Financial Group Inc. grew its stake in Advanced Micro Devices by 2.0% in the fourth quarter. Sovereign Financial Group Inc. now owns 3,117 shares of the semiconductor manufacturer’s stock worth $668,000 after purchasing an additional 62 shares in the last quarter. Procyon Advisors LLC raised its stake in Advanced Micro Devices by 186.7% during the fourth quarter. Procyon Advisors LLC now owns 12,991 shares of the semiconductor manufacturer’s stock valued at $2,782,000 after buying an additional 8,459 shares in the last quarter. Parisi Gray Wealth Management raised its stake in Advanced Micro Devices by 1.6% during the fourth quarter. Parisi Gray Wealth Management now owns 9,419 shares of the semiconductor manufacturer’s stock valued at $2,017,000 after buying an additional 151 shares in the last quarter. Finally, Panoramic Capital Partners LLC bought a new position in Advanced Micro Devices during the 4th quarter worth approximately $243,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Samsung partnership and memory supply tie-up strengthen AMD’s AI accelerator roadmap and HBM supply outlook, supporting demand for future MI450/Helios GPUs. What AMD’s Expanded Samsung AI Memory Partnership Means
• Positive Sentiment: Vietnam-backed R&D hub and training push (with Samsung) signal capacity for AMD’s AI engineering and talent expansion in Asia — a constructive long-term growth lever. Vietnam Backs AMD R&D Hub
• Positive Sentiment: Micron’s blowout quarter highlights massive AI memory demand (HBM) that benefits AMD GPU/server builds — a sector tailwind for AMD’s data-center roadmap. Micron AI Memory Demand
• Positive Sentiment: New supply/assembly partnerships (e.g., Celestica) and expanded go-to-market partners support ramp plans for AMD’s AI accelerators. Celestica Partners with AMD
• Neutral Sentiment: RBC keeps a “Sector Perform” rating and $230 target, reflecting cautious optimism—useful context but not a catalyst by itself. RBC Maintains Sector Perform on AMD
• Neutral Sentiment: ARKK’s exposure to AMD means ETF flows and tech rotation (Cathie Wood’s fund under pressure YTD) can amplify moves in AMD but are flow-driven rather than fundamental. Is the ARK Innovation ETF Finding a Floor?
• Neutral Sentiment: Coverage notes (Zacks) emphasize AMD’s partner-led AI strategy and execution progress, but also call out intense competition from NVDA/AVGO — balanced outlook. AMD Relies on a Rich Partner Base
• Negative Sentiment: Sector weakness and competition headlines (Intel pullback, Broadcom/Nvidia strength) are pressuring AMD as investors reallocate within semis. Intel Dips 5%, AMD Down 3%
• Negative Sentiment: Quiver Quant shows heavy insider selling activity and highlights short-term price weakness and institutional portfolio reshuffling—this amplifies near-term downside sentiment. Quiver Quant AMD Data
• Negative Sentiment: Industry supply concerns (e.g., reported helium/gas crunch) and a broader tech pullback can create transient hardware-production or sentiment headwinds. Why Semiconductor Stocks Are Falling
• Neutral Sentiment: March short‑interest notices in the feed show zero shares / NaN changes — the data looks inconsistent and is not a meaningful signal today.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on AMD shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Wells Fargo & Company restated an “overweight” rating and set a $345.00 price objective on shares of Advanced Micro Devices in a research report on Friday, January 30th. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is owned by corporate insiders.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $201.29 on Friday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The firm has a market capitalization of $328.19 billion, a PE ratio of 75.96, a P/E/G ratio of 0.76 and a beta of 1.98. The company’s 50 day simple moving average is $215.07 and its 200 day simple moving average is $211.36. 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 released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the prior year, the firm posted $1.09 earnings per share. The firm’s revenue for the quarter was up 34.1% compared to the same quarter last year. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.