Financial Management Professionals Inc. grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 115.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,570 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,990 shares during the period. Financial Management Professionals Inc.’s holdings in Advanced Micro Devices were worth $901,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of Advanced Micro Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after buying an additional 2,281,508 shares during the last quarter. State Street Corp boosted its holdings in shares of Advanced Micro Devices by 0.8% during the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after acquiring an additional 581,330 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Advanced Micro Devices by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock valued at $5,181,556,000 after acquiring an additional 514,445 shares in the last quarter. Norges Bank bought a new stake in Advanced Micro Devices during the 2nd quarter worth $3,094,662,000. Finally, Amundi increased its holdings in Advanced Micro Devices by 8.0% in the 1st quarter. Amundi now owns 17,829,010 shares of the semiconductor manufacturer’s stock worth $1,677,014,000 after purchasing an additional 1,319,064 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.
Advanced Micro Devices Stock Down 0.0%
Shares of NASDAQ AMD opened at $214.80 on Friday. The company’s 50 day moving average price is $228.77 and its 200-day moving average price is $185.06. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a market capitalization of $349.69 billion, a P/E ratio of 106.33, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93.
Analyst Ratings Changes
AMD has been the topic of a number of recent research reports. Truist Financial cut their price target on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a research note on Friday, December 19th. Citigroup raised their price objective on shares of Advanced Micro Devices from $215.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Evercore ISI lifted their target price on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. CICC Research raised shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a report on Friday, November 7th. Finally, Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, December 2nd. Three equities research 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $277.06.
Get Our Latest Research Report on AMD
Key Stores Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Potential China catalyst — multiple reports point to a possible large MI308 GPU order from Alibaba (and wider China GPU demand) for 2026, which would materially boost AMD’s data‑center revenue if confirmed. A Big China Catalyst Could Be Coming for AMD Stock in 2026
- Positive Sentiment: Analyst optimism and price targets — recent analyst notes are overwhelmingly bullish (multiple “Buy/Outperform” ratings) and the median 6‑month price target cited is ~$283, supporting upside expectations vs. current levels. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Positive Sentiment: Institutional accumulation — large managers increased exposure in Q3 (notably UBS AM added ~14.4M shares) and some funds (e.g., Harbor Capital Appreciation Fund) also reported additions, providing demand support. Harbor Capital Appreciation Fund Added Advanced Micro Devices (AMD) in Q3
- Neutral Sentiment: Product roadmap chatter — social media and trade writeups hype upcoming MI350/MI355X and longer‑term MI450 rack‑scale GPUs; promising benchmarks are circulating but commercial wins and volumes remain unconfirmed. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Neutral Sentiment: Regulatory/tariff timeline extended — a U.S. delay on China chip tariffs to mid‑2027 reduces near‑term trade friction risk for exports, but full access and scale in China are still uncertain. NVDA, AMD, AVGO: Why China Tariff Delay Could Be a Boost for US Chipmakers
- Negative Sentiment: Heavy insider selling — Quiver shows 61 insider sales in six months (CEO and senior execs among the sellers), which can signal near‑term tax‑ or liquidity‑driven selling and pressures sentiment. Advanced Micro Devices Stock (AMD) Opinions on China Market Potential
- Negative Sentiment: Competitive dynamics — Oracle, Nvidia and other ecosystem players are making strategic data‑center and AI plays; market share gains are possible but execution risk and margin competition could cap upside. Forget The Chips: Oracle Wins Phase 2 of AI (AMD)
Insiders Place Their Bets
In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the sale, the executive vice president directly owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. The trade was a 0.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the transaction, the executive vice president owned 300,348 shares in the company, valued at $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 181,226 shares of company stock valued at $39,877,820 over the last 90 days. 0.06% of the stock is owned by company insiders.
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.
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