Advanced Micro Devices, Inc. $AMD Shares Sold by Global X Japan Co. Ltd.

Global X Japan Co. Ltd. trimmed its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.6% in the third quarter, Holdings Channel reports. The firm owned 129,269 shares of the semiconductor manufacturer’s stock after selling 3,393 shares during the period. Advanced Micro Devices comprises 1.8% of Global X Japan Co. Ltd.’s investment portfolio, making the stock its 15th largest holding. Global X Japan Co. Ltd.’s holdings in Advanced Micro Devices were worth $20,914,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of AMD. Wise Wealth Partners purchased a new position in shares of Advanced Micro Devices during the 2nd quarter worth approximately $343,000. Waterfront Wealth Inc. acquired a new stake in shares of Advanced Micro Devices in the second quarter valued at $1,145,000. Parisi Gray Wealth Management purchased a new position in Advanced Micro Devices in the second quarter valued at $343,000. Global Retirement Partners LLC acquired a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at $4,519,000. Finally, Cornercap Investment Counsel Inc. lifted its position in shares of Advanced Micro Devices by 43.3% during the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after purchasing an additional 3,702 shares during the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Reports say Alibaba is considering a major purchase of AMD AI accelerators, which would give AMD material access to China’s hyperscaler demand and boost near-term AI revenue visibility. AMD Shares Climb on Reports of Alibaba Massive AI Chip Order
• Positive Sentiment: Multiple outlets (Barron’s / MSN / Yahoo) highlight Alibaba as a potential new frontier for NVIDIA and AMD, reinforcing expectations that China could be a meaningful incremental market for AMD’s AI GPUs. Alibaba Shows China May Be Next Frontier for Nvidia and AMD
• Positive Sentiment: Wall Street support and analyst upgrades continue: several analysts reiterated bullish views into 2026 (Buy ratings, price-target resets), underpinning investor confidence in AMD’s multi-year AI opportunity. AMD Draws Analyst Upgrades for 2026 While Top Investor Signals a Long-Term Strength
• Positive Sentiment: Capacity and fab conversations: reports say AMD (and Google) are in talks with Samsung to build next‑gen AI chips in Texas — a potential route to secure additional fabs and scale production for future GPUs. AMD and Google Tap Samsung’s Texas Fab for AI Chips
• Neutral Sentiment: Long-term investor pieces position AMD as a core AI-chip holding for the next decade (favorable thesis but long-horizon), which supports buy-and-hold interest but is less relevant to near-term pricing. What Is One of the Best Chip Stocks to Hold for the Next 10 Years?
• Negative Sentiment: Volatility / downside: AMD plunged (~14%) on Dec. 22 amid earnings/guidance worries and rotation, a reminder that expectations for AI revenue and execution are already priced aggressively and disappointments can trigger sharp moves. Advanced Micro Devices (AMD) Down More Than 13.9%, Here’s What You Need to Know
• Negative Sentiment: Market shift to AI infrastructure (Oracle & others) could reallocate some investor dollars away from pure-play chip makers toward data‑center/cloud providers that monetize the deployed capacity, creating macro headwinds for chip multiple expansion. Forget The Chips: Oracle Wins Phase 2 of AI

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Ava Hahn sold 2,868 shares of the company’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $226.01, for a total transaction of $648,196.68. Following the completion of the sale, the senior vice president directly owned 9,033 shares of the company’s stock, valued at $2,041,548.33. The trade was a 24.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 181,226 shares of company stock valued at $39,877,820. Company insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Bank of America reissued a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Stifel Nicolaus increased their price objective on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Raymond James Financial assumed coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price on the stock. Truist Financial decreased their target price on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

Advanced Micro Devices Trading Down 0.0%

AMD opened at $214.90 on Wednesday. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The business’s 50 day moving average is $229.64 and its two-hundred day moving average is $184.64. The firm has a market cap of $349.87 billion, a price-to-earnings ratio of 106.39, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.03. The business had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company’s revenue was up 35.6% compared to the same quarter last year. During the same period in the prior year, the company earned $0.92 earnings per share. On average, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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.