Advanced Micro Devices, Inc. $AMD Shares Acquired by Leo Wealth LLC

Leo Wealth LLC lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 77.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,221 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,284 shares during the period. Leo Wealth LLC’s holdings in Advanced Micro Devices were worth $1,118,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in AMD. Jennison Associates LLC purchased a new position in shares of Advanced Micro Devices during the third quarter worth about $626,826,000. Wellington Management Group LLP boosted its holdings in Advanced Micro Devices by 335.9% in the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after purchasing an additional 3,735,807 shares in the last quarter. Assenagon Asset Management S.A. boosted its holdings in Advanced Micro Devices by 104.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock valued at $1,283,096,000 after purchasing an additional 3,059,935 shares in the last quarter. Nordea Investment Management AB boosted its holdings in Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after purchasing an additional 2,619,294 shares in the last quarter. Finally, Rafferty Asset Management LLC boosted its holdings in Advanced Micro Devices by 56.0% in 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 purchasing an additional 2,430,533 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president directly owned 129,598 shares in the company, valued at approximately $26,550,742.26. The trade was a 5.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s 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 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 disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 239,392 shares of company stock valued at $50,016,383. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Surge in AI/server demand — Reports say “agentic AI” and unexpectedly strong server CPU demand have bumped chip orders and helped AMD gain share versus peers, a clear fundamental driver for revenue and pricing power. Read More.
• Positive Sentiment: Citi puts AMD on a 30‑day positive catalyst watch — Citi flagged AMD as a near‑term opportunity tied to AI CPU demand and pricing trends, which tends to spur short‑term buying by funds watching catalyst lists. Read More.
• Positive Sentiment: Broader industry tailwinds — Coverage noting strong server CPU demand lifted both Intel and AMD shares today, suggesting sector momentum (data center spend) is helping AMD’s stock. Read More.
• Positive Sentiment: Broker upgrades and buy‑lists — Erste Group’s upgrade and inclusion in AI growth/buy lists (The Motley Fool, investment writeups) reinforce the narrative that AMD is a leader in chips for AI workloads. Read More.
• Neutral Sentiment: Technical consolidation/recovery — Coverage notes AMD is trying to recover after a large pullback and trading above a key technical level; useful for traders but uncertain for fundamentals. Read More.
• Neutral Sentiment: Long‑term buy theses remain despite macro risks — Contrarian pieces highlight AMD as a long‑term AI/semiconductor growth pick amid market pessimism; helpful for longer‑horizon investors but less relevant to near‑term moves. Read More.
• Negative Sentiment: Price‑target cut from Citigroup — Citi trimmed AMD’s target from $260 to $248 and assigned a “neutral” rating, which can cap upside and gives investors a more cautious near‑term outlook despite the catalyst watch. Read More.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on AMD. Roth Mkm reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. KeyCorp reaffirmed an “overweight” rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $230.00 price objective on shares of Advanced Micro Devices in a report on Monday, March 16th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.19.

Advanced Micro Devices Trading Up 1.2%

Shares of Advanced Micro Devices stock opened at $220.18 on Tuesday. The business has a 50 day moving average price of $209.24 and a 200 day moving average price of $215.70. 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 company has a market capitalization of $358.97 billion, a P/E ratio of 83.09, a P/E/G ratio of 0.82 and a beta of 1.96. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The company 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%.Advanced Micro Devices’s revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.09 EPS. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.