Yousif Capital Management LLC Has $41.69 Million Stake in Advanced Micro Devices, Inc. $AMD

Yousif Capital Management LLC lowered its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 179,738 shares of the semiconductor manufacturer’s stock after selling 7,654 shares during the period. Advanced Micro Devices accounts for approximately 0.5% of Yousif Capital Management LLC’s portfolio, making the stock its 26th largest position. Yousif Capital Management LLC’s holdings in Advanced Micro Devices were worth $41,685,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AMD. ORG Wealth Partners LLC lifted its position in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. lifted its position in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 61 shares during the period. Aviso Financial Inc. lifted its position in shares of Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 160 shares during the period. Delos Wealth Advisors LLC lifted its position in shares of Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 100 shares during the period. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Advanced Micro Devices in the 2nd quarter worth approximately $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

AMD has been the topic of a number of recent analyst reports. Royal Bank Of Canada restated a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a research report on Monday, March 16th. DA Davidson upgraded shares of Advanced Micro Devices to a “hold” rating in a research report on Friday, February 13th. Wedbush reiterated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and an average target price of $290.19.

Key Advanced Micro Devices News

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

• Positive Sentiment: Strong AI/data‑center demand and market‑share gains: coverage notes a surprise surge in chip demand tied to “agentic AI,” helping AMD win share in servers and supporting revenue momentum for its data‑center segment. AMD gains market share
• Positive Sentiment: High‑profile bullish analyst support remains: Wells Fargo reiterated an Overweight rating and a $345 price target, keeping a bullish narrative that AMD is a key AI compute beneficiary. That supports upside expectations vs. the recent pullback. Wells Fargo maintains Overweight
• Positive Sentiment: Institutional buying: an Eastern Bank 13F filing showed a meaningful add to AMD shares, indicating at least one institutional buyer stepped in during the quarter. Eastern Bank adds AMD
• Neutral Sentiment: Citi placed AMD on a 30‑day catalyst watch (and separately flagged CPU pricing/AI dynamics), a short‑term positive signal but not a rating upgrade — worth watching for upcoming catalyst announcements. Citi catalyst watch
• Neutral Sentiment: Market commentary debates the pullback: several pieces weigh whether the current dip is a buying opportunity or a pause after a strong rally — emphasizing technical levels and longer‑term AI tailwinds rather than new company fundamentals. AMD pullback analysis
• Neutral Sentiment: Industry supply signals remain supportive: supply‑chain reports (Samsung/Foxconn) and JEDEC forum activity point to continued server and memory demand — a positive backdrop but not an immediate AMD‑specific catalyst. Samsung AI memory demand
• Negative Sentiment: Citigroup cut its price target to $248 and moved to neutral — a clear near‑term headwind for sentiment that likely amplified selling pressure after the recent run. Citi lowers price target
• Negative Sentiment: Product‑leak headlines dented confidence: reports about PlayStation 6 chip validation produced a short‑term share drop despite being an early‑stage development — markets often punish uncertainty from leaks/rumors. PlayStation 6 leak
• Negative Sentiment: Structural risks and insider selling: analyst pieces note hyperscaler shifts toward custom Arm ASICs over time and public data shows heavy insider sales, both of which increase downside risk if AI server architectures evolve away from AMD’s sweet spot. Hyperscaler Arm shift

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $221.53 on Wednesday. The company has a fifty day moving average of $208.63 and a 200-day moving average of $216.15. The firm has a market capitalization of $361.17 billion, a P/E ratio of 83.60, a P/E/G ratio of 0.82 and a beta of 1.96. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data 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 analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices’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 business posted $1.09 EPS. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, 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 transaction of $4,216,954.50. Following the completion of the sale, the executive vice president owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 239,392 shares of company stock worth $50,016,383. Company insiders own 0.50% of the company’s stock.

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.