Key Points
- EVP Paul Darren Grasby sold 7,500 shares at an average price of $204.87 on Mar. 11 for $1,536,525, reducing his stake by 5.47% to 129,598 shares (~$26.55M), according to an SEC Form 4 filing.
- AMD beat Q4 expectations with $1.53 EPS vs. $1.32 expected and $10.27B in revenue (up 34.1% year-over-year); analysts maintain a consensus "Moderate Buy" with a $290.53 target despite a high valuation (~73 P/E).
- AMD announced a multi-year patent licensing agreement with Adeia and highlighted AI/telco product pushes that reduce litigation risk and support long-term growth, though competition from new Chinese GPUs and customers building in-house AI chips remain headwinds.
Advanced Micro Devices, Inc. (NASDAQ:AMD - Get Free Report) EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
Advanced Micro Devices Price Performance
NASDAQ AMD opened at $193.39 on Friday. The company has a 50-day moving average price of $216.16 and a two-hundred day moving average price of $209.83. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a market cap of $315.30 billion, a price-to-earnings ratio of 72.98, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.
Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating analysts' consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to analysts' expectations 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 for the quarter was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.09 earnings per share. Analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.
Wall Street Analyst Weigh In
Several analysts have weighed in on AMD shares. The Goldman Sachs Group lifted their target price on Advanced Micro Devices from $210.00 to $240.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. Roth Mkm reissued a "buy" rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Morgan Stanley cut their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an "equal weight" rating on the stock in a research note on Wednesday, February 4th. Raymond James Financial assumed coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an "outperform" rating and a $377.00 price objective for the company. Finally, Rosenblatt Securities reiterated a "buy" rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $290.53.
Check Out Our Latest Stock Analysis on AMD
Key Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
- Positive Sentiment: Analyst coverage remains constructive—consensus sits around a "Moderate Buy" and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
- Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
- Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
- Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
- Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
- Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD's decline in recent sessions. Is AMD stock's latest dip a warning sign or a buying chance?
- Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4
Institutional Trading of Advanced Micro Devices
Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in Advanced Micro Devices by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer's stock worth $33,949,256,000 after acquiring an additional 2,525,109 shares during the period. State Street Corp raised its position in Advanced Micro Devices by 1.5% in the fourth quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer's stock worth $16,044,712,000 after acquiring an additional 1,094,835 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Advanced Micro Devices by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer's stock valued at $8,015,897,000 after acquiring an additional 287,525 shares during the last quarter. Norges Bank bought a new position in shares of Advanced Micro Devices during the 4th quarter valued at about $4,929,312,000. Finally, Price T Rowe Associates Inc. MD boosted its position in shares of Advanced Micro Devices by 0.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer's stock valued at $4,352,864,000 after purchasing an additional 55,969 shares in the last quarter. Institutional investors own 71.34% of the company's stock.
About Advanced Micro Devices
(
Get Free Report)
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.
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