Seaview Investment Managers LLC Sells 45,716 Shares of Advanced Micro Devices, Inc. $AMD

Seaview Investment Managers LLC trimmed its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 47.6% in the third quarter, Holdings Channel reports. The fund owned 50,320 shares of the semiconductor manufacturer’s stock after selling 45,716 shares during the quarter. Advanced Micro Devices accounts for 3.0% of Seaview Investment Managers LLC’s portfolio, making the stock its 16th largest holding. Seaview Investment Managers LLC’s holdings in Advanced Micro Devices were worth $8,141,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. ORG Wealth Partners LLC increased its stake in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. grew its holdings in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 61 shares during the last quarter. Pinney & Scofield Inc. increased its position in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 85 shares during the period. Avion Wealth lifted its holdings in shares of Advanced Micro Devices by 49.3% during the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the period. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Advanced Micro Devices in the second quarter worth $34,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $213.57 on Wednesday. The business has a 50-day simple moving average of $221.82 and a 200 day simple moving average of $205.60. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. 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 firm has a market capitalization of $348.21 billion, a price-to-earnings ratio of 80.59, a PEG ratio of 0.81 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate 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 quarter in the previous year, the company posted $1.09 earnings per share. The company’s quarterly revenue was up 34.1% on a year-over-year basis. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Reports that AMD will adopt LPDDR6 memory for its Medusa Halo chips — a technical upgrade that can improve power and performance for data‑center and AI inference customers — boosted optimism about product competitiveness. AMD Stock Gains on Reports the Chipmaker Will Adopt LPDDR6 Memory
• Positive Sentiment: Bullish analyst views (Bank of America / other commentary) and industry takeaways argue AMD remains well‑positioned in the AI GPU/datacenter stack and could be undervalued relative to growth prospects — supporting a longer‑term constructive case. BoA Star Analyst Thinks NVIDIA and AMD are Undervalued. Which Is the Better Bet?
• Neutral Sentiment: AMD appointed Ariel Kelman as Senior VP & Chief Marketing Officer to lead brand, developer relations and go‑to‑market — a strategic hire that may help commercialization but is not an immediate earnings driver. AMD Hires Ariel Kelman as Chief Marketing Officer
• Neutral Sentiment: Momentum and style‑score writeups (Zacks) highlight strong price strength and earnings growth, which can attract trend‑followers even as fundamentals are re‑priced after recent volatility. Here’s Why Advanced Micro Devices (AMD) is a Strong Momentum Stock
• Negative Sentiment: Shares dropped sharply after Q4: despite beats, AMD’s modest Q1 guidance and commentary about seasonal/datacenter softness triggered an ~11% post‑earnings decline as investors trimmed exposure. This remains the primary near‑term negative catalyst. AMD Plunges 11% Post Q4 Earnings: Buy, Sell or Hold the Stock?
• Negative Sentiment: New pieces questioning downside risk and sell recommendations (Tipranks/Forbes) are amplifying trader caution—heightening volatility as investors debate valuation versus growth sustainability. How Low Could AMD Stock (AMD) Fall?
• Negative Sentiment: Opinion pieces recommending trimming exposure at current levels add selling pressure given AMD’s elevated P/E and high investor expectations — magnifying downside risk if guidance or demand trends weaken. Sell AMD Stock At $215?

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred 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 approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the sale, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 164,000 shares of company stock valued at $36,034,173 over the last three months. Corporate insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of analyst reports. Wedbush reiterated an “outperform” rating and issued a $290.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Morgan Stanley reduced their target price on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Royal Bank Of Canada restated a “sector perform” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Phillip Securities raised shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday. Finally, Bank of America reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.11.

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.