Trinity Street Asset Management LLP Purchases New Position in Advanced Micro Devices, Inc. $AMD

Trinity Street Asset Management LLP purchased a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 35,574 shares of the semiconductor manufacturer’s stock, valued at approximately $7,619,000. Advanced Micro Devices comprises approximately 0.5% of Trinity Street Asset Management LLP’s holdings, making the stock its 21st largest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. ORG Wealth Partners LLC boosted its stake in Advanced Micro Devices by 39.7% during 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 last quarter. Koesten Hirschmann & Crabtree INC. boosted its stake in Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares during the last quarter. Aviso Financial Inc. boosted its stake in Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares during the last quarter. Delos Wealth Advisors LLC boosted its stake in Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. bought a new position in Advanced Micro Devices during the second quarter valued at approximately $34,000. 71.34% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Lisa T. Su sold 85,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark D. Papermaster sold 3,293 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $225.00, for a total value of $740,925.00. Following the sale, the executive vice president directly owned 1,294,466 shares of the company’s stock, valued at $291,254,850. This represents a 0.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 242,685 shares of company stock worth $50,757,308 in the last three months. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $231.82 on Thursday. Advanced Micro Devices, Inc. has a 52-week low of $78.87 and a 52-week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The firm has a market capitalization of $377.95 billion, a P/E ratio of 87.48, a P/E/G ratio of 0.82 and a beta of 1.96. The stock has a 50 day moving average price of $208.21 and a 200 day moving average price of $216.26.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $9.65 billion. During the same period last year, the company earned $1.09 EPS. Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of research reports. Mizuho increased their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. KeyCorp reaffirmed an “overweight” rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Truist Financial set a $283.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Wedbush reaffirmed an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.19.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Broad rally + analyst praise: Market commentary notes AMD gained alongside a wider market rally and renewed analyst support, which boosted buying interest. Why Is AMD Stock Up Today 4/8/26?
• Positive Sentiment: AI/data‑center demand thesis: Coverage highlighting “agentic AI” projects and gigawatt‑scale data center deals supports expectations for accelerating data‑center revenue and underpins bullish sentiment. AMD’s Stock Momentum Climbs As ‘Agentic AI’ And Gigawatt Megadeals Fuel Surge
• Positive Sentiment: Analyst support and high targets: Multiple bullish analyst notes (e.g., Wells Fargo reiterating Overweight and other buy-side views) add conviction to the rally and attract momentum flows. Wells Fargo Maintains Overweight Rating for Advanced Micro Devices (AMD)
• Positive Sentiment: Industry validation for hardware demand: Reports that major contract manufacturers and suppliers are seeing strong AI server/memory demand support the view that AMD benefits from a broader hardware boom. Apple’s Silent Partner Just Validated the Hardware Boom (AMD)
• Positive Sentiment: Institutional flows: Fund filings and updates show some institutions adding AMD exposure, which can amplify upward moves. Fund Update: EASTERN BANK Just Disclosed New Holdings
• Neutral Sentiment: Upcoming catalyst — earnings date set: AMD scheduled Q1 FY2026 results for May 5 after the close; this event could produce volatility as investors reset forecasts. AMD to Report Fiscal First Quarter 2026 Financial Results
• Neutral Sentiment: Company investments into AI ecosystem: AMD-backed startup funding (e.g., CHAI AI) signals strategic AI partnerships but is more of a long‑term positive than an immediate revenue driver. CHAI AI – Hiring Engineers in Palo Alto, CA | FAQ
• Negative Sentiment: Insider and high‑profile selling: Notable sales reported (Cathie Wood selling and EVP Mark Papermaster sold shares under a 10b5‑1 plan) create headline risk and can pressure sentiment despite being planned or portfolio moves. Cathie Wood Sells AMD Mark Papermaster Form 4
• Negative Sentiment: Valuation & competitive risks: Some firms trimmed targets (Citigroup cut its target) and analysis points to longer‑term risk from hyperscalers shifting to custom Arm silicon, which could reduce demand for x86‑based server CPUs. Citigroup Lowers AMD Price Target Hyperscalers Shift To Arm Chips What It Means For AMD Valuation

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.