Advanced Micro Devices, Inc. $AMD Stock Position Raised by Independent Advisor Alliance

Posted by George Bondi on May 13th, 2026

Independent Advisor Alliance lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 297,200 shares of the semiconductor manufacturer’s stock after buying an additional 1,254 shares during the period. Advanced Micro Devices accounts for approximately 1.5% of Independent Advisor Alliance’s holdings, making the stock its 12th biggest position. Independent Advisor Alliance’s holdings in Advanced Micro Devices were worth $63,648,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Legacy Financial Advisors Inc. grew its position in Advanced Micro Devices by 5.5% in the 4th quarter. Legacy Financial Advisors Inc. now owns 7,948 shares of the semiconductor manufacturer’s stock worth $1,702,000 after purchasing an additional 417 shares during the last quarter. Ground Swell Capital LLC bought a new position in Advanced Micro Devices in the 4th quarter worth about $428,000. Atlantic Union Bankshares Corp grew its position in Advanced Micro Devices by 9.2% in the 4th quarter. Atlantic Union Bankshares Corp now owns 8,173 shares of the semiconductor manufacturer’s stock worth $1,750,000 after purchasing an additional 686 shares during the last quarter. Cascades Capital Asset Management LLC bought a new position in Advanced Micro Devices in the 4th quarter worth about $132,000. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in Advanced Micro Devices by 12.5% in the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 194,000 shares of the semiconductor manufacturer’s stock worth $41,547,000 after purchasing an additional 21,500 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 85,000 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were 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 $625,331,612.62. This represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Paul Darren Grasby sold 24,376 shares of the stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the sale, the executive vice president directly owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 184,598 shares of company stock valued at $49,955,566 over the last ninety days. Insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on AMD. Stifel Nicolaus upped their target price on shares of Advanced Micro Devices from $320.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Needham & Company LLC upgraded shares of Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. HSBC cut shares of Advanced Micro Devices from a “buy” rating to a “hold” rating and upped their target price for the stock from $335.00 to $340.00 in a research report on Monday, May 4th. Northland Securities restated a “market perform” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a research report on Monday, April 27th. Finally, Mizuho upped their target price on shares of Advanced Micro Devices from $415.00 to $515.00 and gave the stock an “outperform” rating in a research report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $391.54.

Get Our Latest Report on AMD

Key Headlines Impacting Advanced Micro Devices

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

Positive Sentiment: Mizuho raised its price target on AMD to $515 from $415 and kept an Outperform rating, citing continued agentic AI server demand as a major tailwind. Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case
Positive Sentiment: KeyBanc also boosted its target to $530 from $330, reinforcing the view that AMD’s strong Q1 results and AI/data-center momentum could support further upside. Was Advanced Micro Devices (AMD) One of the Top “Blue Chip” Stocks Suddenly on Fire in April?
Positive Sentiment: Recent commentary highlighted AMD’s blowout Q1 earnings, record data-center revenue, and new customer wins such as AI infrastructure deals with Meta Platforms and OpenAI, which strengthen the long-term growth story. AMD MI450 AI Deals With Meta And OpenAI Test Rich Valuation
Neutral Sentiment: Northland Securities raised its earnings estimates for AMD’s 2027 periods, but kept only a Market Perform rating and a $260 target, showing that not all analysts agree with the stock’s premium valuation.
Neutral Sentiment: AMD remains a heavily watched AI chip leader, with analysts and investors continuing to debate whether the stock’s valuation can be justified by growth in AI servers and CPUs. AMD Stock Remains a Top Pick for This Top Analyst – Here’s Why
Negative Sentiment: Several reports said the broader chip trade cooled as investors took profits after a parabolic rally, pressuring AMD along with other semiconductor stocks.
Negative Sentiment: Market chatter also pointed to insider and Cathie Wood-related selling, which may be adding to investor caution after the stock’s sharp advance.

Advanced Micro Devices Trading Down 2.3%

Advanced Micro Devices stock opened at $448.29 on Wednesday. The firm has a 50 day simple moving average of $258.93 and a 200-day simple moving average of $236.36. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. The stock has a market capitalization of $730.98 billion, a PE ratio of 146.98, a price-to-earnings-growth ratio of 1.41 and a beta of 2.40. Advanced Micro Devices, Inc. has a 12-month low of $107.67 and a 12-month high of $469.21.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to analysts’ expectations of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business’s revenue was up 37.8% on a year-over-year basis. During the same period last year, the firm posted $0.96 earnings per share. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 5.99 EPS for the current fiscal year.

Advanced Micro Devices Profile

(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.