Advanced Micro Devices, Inc. $AMD Shares Sold by Groupama Asset Managment

Groupama Asset Managment lowered its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.6% during the third quarter, Holdings Channel reports. The institutional investor owned 35,381 shares of the semiconductor manufacturer’s stock after selling 2,910 shares during the period. Groupama Asset Managment’s holdings in Advanced Micro Devices were worth $5,724,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Cambria Investment Management L.P. lifted its position in shares of Advanced Micro Devices by 0.8% during the 3rd quarter. Cambria Investment Management L.P. now owns 5,894 shares of the semiconductor manufacturer’s stock valued at $954,000 after acquiring an additional 48 shares during the period. Strategic Advocates LLC boosted its stake in shares of Advanced Micro Devices by 3.1% during the 3rd quarter. Strategic Advocates LLC now owns 5,317 shares of the semiconductor manufacturer’s stock worth $860,000 after acquiring an additional 162 shares in the last quarter. Lantern Wealth Advisors LLC acquired a new stake in shares of Advanced Micro Devices in the 3rd quarter worth approximately $273,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Advanced Micro Devices in the 3rd quarter worth approximately $783,000. Finally, Alexander Labrunerie & CO. Inc. purchased a new position in Advanced Micro Devices in the 3rd quarter valued at approximately $241,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on AMD. The Goldman Sachs Group lifted their price objective on Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Wedbush restated an “outperform” rating and issued a $290.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $230.00 price objective on shares of Advanced Micro Devices in a research report on Monday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $205.27 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The company has a market capitalization of $334.67 billion, a price-to-earnings ratio of 77.46, a PEG ratio of 0.75 and a beta of 1.98. The stock has a fifty day moving average of $215.11 and a two-hundred day moving average of $210.75. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

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 business had revenue of $10.27 billion for 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 was up 34.1% on a year-over-year basis. During the same period in the prior year, the business earned $1.09 earnings per share. On average, analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Activity

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the transaction, the executive vice president directly owned 129,598 shares in the company, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the sale, the chief executive officer directly owned 3,152,476 shares in the company, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 239,392 shares of company stock worth $50,016,383. Company insiders own 0.06% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Samsung signed an MOU to supply next‑gen HBM4 and discuss foundry services with AMD — a clear supply‑chain win that supports AMD’s upcoming MI455X accelerators and 6th‑Gen EPYC demand, easing a key bottleneck for AI GPUs. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD and Celestica unveiled the open‑standard Helios rack‑scale AI platform partnership — this can accelerate hyperscaler adoption, simplify deployments for customers, and strengthen AMD’s ecosystem versus closed stacks. As Celestica Partners with AMD
• Positive Sentiment: Micron’s blowout quarter highlights a supercharged AI memory cycle (HBM demand and pricing), which is a tailwind for AMD’s AI GPUs that require large HBM stacks — supports revenue/margin outlook for AI accelerators broadly. Micron’s Mic-Drop Quarter
• Positive Sentiment: AMD issued a public rebuttal around counterfeit Ryzen laptop stickers; the firm’s statement triggered a short‑term positive stock reaction — shows active brand/protection management and removed a specific near‑term overhang. AMD Stock Rises on a Counterfeit Ryzen Rebuttal
• Neutral Sentiment: RBC Capital kept a “Sector Perform” rating and $230 price objective — constructive for conviction in customer ramps (OpenAI, Meta) but not a bullish upgrade; an anchor for expectations. RBC Capital Maintains Sector Perform on AMD
• Neutral Sentiment: Reported short‑interest data this month shows anomalous zero/NaN figures — likely a reporting/data glitch, so not a meaningful signal for positioning.
• Negative Sentiment: Analysts flag Broadcom’s stronger near‑term AI revenue and hyperscaler demand as a preferable infrastructure play — a competitive risk that could shift incremental hyperscaler spend away from AMD. AMD vs. Broadcom
• Negative Sentiment: Sectorwide risks: reports of a helium shortage and other supply/operational shocks are weighing on chip stocks today, which can pressure AMD despite company‑specific positives. Why Are Semiconductor Chip Stocks Falling?
• Negative Sentiment: Nvidia is ramping H200 production in China and retains strong momentum — continued NVDA strength is the main competitive headwind for AMD in AI accelerators. Nvidia Restarts H200 Production

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.