Advanced Micro Devices, Inc. $AMD Shares Bought by Weaver Capital Management LLC

09 Apr 2026, 13:58 by Sarita Garza · The Markets Daily

Weaver Capital Management LLC raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 303.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,253 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,702 shares during the quarter. Weaver Capital Management LLC’s holdings in Advanced Micro Devices were worth $1,339,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of AMD. Brighton Jones LLC lifted its holdings in Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares during the period. Sivia Capital Partners LLC lifted its holdings in Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after acquiring an additional 2,970 shares during the period. United Bank lifted its holdings in Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after acquiring an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. lifted its holdings in Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after acquiring an additional 7,228 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

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

Insider Transactions at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value 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 approximately $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president directly owned 129,598 shares of the company’s stock, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 242,685 shares of company stock worth $50,757,308 in the last quarter. 0.06% of the stock is owned by insiders.

Advanced Micro Devices Trading Up 4.6%

Shares of AMD stock opened at $231.82 on Thursday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The company has a market cap of $377.95 billion, a price-to-earnings ratio of 87.48, a PEG ratio of 0.82 and a beta of 1.96. The stock has a 50 day simple moving average of $208.21 and a 200-day simple moving average of $216.26. Advanced Micro Devices, Inc. has a 1-year low of $78.87 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 34.1% on a year-over-year basis. During the same period in the prior year, the company posted $1.09 EPS. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. UBS Group set a $310.00 price target on Advanced Micro Devices in a report on Wednesday, February 4th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Evercore reaffirmed an “outperform” rating and set a $358.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, The Goldman Sachs Group upped their target price on Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $290.19.

Get Our Latest Analysis on AMD

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.