67,942 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Sycomore Asset Management

18 Mar 2026, 13:42 by Danessa Lincoln · The Markets Daily

Sycomore Asset Management acquired a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 67,942 shares of the semiconductor manufacturer’s stock, valued at approximately $11,380,000. Advanced Micro Devices comprises about 1.5% of Sycomore Asset Management’s investment portfolio, making the stock its 21st largest holding.

Several other large investors have also modified their holdings of the business. ORG Wealth Partners LLC raised its holdings in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. boosted its holdings in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 61 shares during the period. Aviso Financial Inc. boosted its holdings in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 160 shares during the period. Delos Wealth Advisors LLC grew its position in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. bought a new position in Advanced Micro Devices in the 2nd quarter valued at $34,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices 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 transaction, the chief executive officer directly owned 3,146,006 shares of the company’s stock, valued at $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is owned by company insiders.

Key Advanced Micro Devices News

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

Positive Sentiment: Samsung MoU expands strategic ties for AI memory supply and explores foundry cooperation — strengthens AMD’s supply chain access for high‑bandwidth memory and could ease capacity constraints for Instinct accelerators. Samsung Elec and AMD sign MoU
Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform — a route‑to‑market play that pairs AMD Instinct accelerators with systems-level integration and third‑party manufacturing, improving cadence for large cloud customers. Celestica and AMD Announce Collaboration
Positive Sentiment: Multi‑year IP license and settlement with Adeia removes a legal overhang and grants AMD additional semiconductor IP access — reduces execution risk around product development. AMD Ties Up With Adeia
Positive Sentiment: Expanded manufacturing tie‑ups (Flex, Celestica) and analyst reiterations keep the AI growth narrative intact — supports capacity scaling for large cloud deployments and underpins bullish price targets from several firms. Assessing Flex Valuation After Expanded AMD Partnership
Neutral Sentiment: Early RDNA 5 leaks/benchmarks hint at improved GPU performance — potentially positive for graphics and inference, but impact depends on final specs and design wins. Zen 6 / RDNA 5 Leak
Neutral Sentiment: Royal Bank of Canada reaffirmed a “Sector Perform” rating with a $230 target — not a downgrade but a reminder some analysts see limited near‑term upside relative to elevated valuation. RBC Reaffirms Sector Perform
Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M) in early March — part of broader insider selling that can weigh on near‑term sentiment even if driven by diversification or tax planning. SEC filing: Insider Sale SEC Filing
Negative Sentiment: Competitive pressure from Nvidia (GTC product roadmap, Vera Rubin platform, new chips) and macro volatility (oil‑driven market swings) keep execution and margin risk on the table — a potential drag if Nvidia announcements translate into faster customer adoption. Nvidia GTC 2026 Coverage

Wall Street Analyst Weigh In

AMD has been the subject of several research analyst reports. Wells Fargo & Company reiterated an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a research report on Friday, January 30th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target on the stock. The Goldman Sachs Group raised their price target on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Finally, Piper Sandler reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $290.53.

Check Out Our Latest Research Report on AMD

Advanced Micro Devices Price Performance

AMD opened at $196.31 on Wednesday. The company has a market capitalization of $320.07 billion, a price-to-earnings ratio of 74.08, a PEG 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, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The business’s fifty day simple moving average is $215.31 and its 200-day simple moving average is $210.87.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) 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. 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 the consensus estimate of $9.65 billion. During the same period in the previous year, the company posted $1.09 earnings per share. The firm’s quarterly revenue was up 34.1% on a year-over-year basis. On average, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

About Advanced Micro Devices

(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.