Bank of New York Mellon Corp Has $1.62 Billion Stock Holdings in Advanced Micro Devices, Inc. $AMD

Bank of New York Mellon Corp increased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1.3% during the 3rd quarter, Holdings Channel reports. The fund owned 10,006,634 shares of the semiconductor manufacturer’s stock after buying an additional 131,052 shares during the quarter. Bank of New York Mellon Corp’s holdings in Advanced Micro Devices were worth $1,618,973,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of AMD. Vanguard Group Inc. increased its position in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after buying an additional 2,281,508 shares in the last quarter. State Street Corp increased its holdings in shares of Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after acquiring an additional 581,330 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Advanced Micro Devices by 1.4% during the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after purchasing an additional 514,445 shares during the period. Norges Bank bought a new position in shares of Advanced Micro Devices during the 2nd quarter valued at about $3,094,662,000. Finally, Invesco Ltd. grew its position in shares of Advanced Micro Devices by 6.1% in the 2nd quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after purchasing an additional 715,557 shares during the period. Institutional investors own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Piper Sandler raised its price target to $300 and kept an Overweight rating, citing Helios ramp and OpenAI-driven upside — a clear analyst endorsement that supports further upside. Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside
• Positive Sentiment: Jim Cramer flagged AMD as facing a supply shortage that “can’t be met,” implying demand strength for AMD’s chips — a bullish narrative for revenue and pricing power ahead of results. AMD is Facing a Shortage That Can’t Be Met, Says Jim Cramer
• Positive Sentiment: Bank of America and other sell-side commentary continue to list AMD among attractive AI/chip investments, reinforcing the positive institutional backdrop for multiple quarters of growth. BofA Analyst Identifies Nvidia, AMD, Broadcom, Credo as Attractive Investments
• Positive Sentiment: Leaked retail bundle reports for a new Ryzen 7 9850X3D CPU + RAM lifted sentiment, suggesting upcoming product refreshes could support consumer/desktop demand and aftermarket enthusiasm. AMD Stock Gains on Leaked Ryzen 7 9850X3D CPUs & RAM Bundle
• Neutral Sentiment: Market previews and earnings-watch pieces note analysts expect continued earnings growth and position AMD as likely to beat — upcoming earnings remain the main near-term catalyst but also a risk if guidance disappoints. Advanced Micro Devices (AMD) Earnings Expected to Grow
• Neutral Sentiment: Short-interest data posted for January appears to show zero shares (likely a reporting anomaly); absent reliable short-interest evidence, this item is not a clear market mover. (Data entry: 1/27/2026)
• Neutral Sentiment: Sector news — notably Intel’s post-earnings volatility — is shifting investor attention across chip names; this can be neutral-to-positive for AMD if investor flows favor higher-growth AI/compute names. Intel’s 21% Sell-Off Looks Ugly—But the Numbers Tell Another Story
• Negative Sentiment: Short-term profit-taking and sector rotation caused a recent ~3% intraday pullback as traders locked gains after a big run; that volatility can persist into earnings and damp sentiment. AMD Stock Plunges 3% On Monday Amid Sector Rotation And Profit-Taking

Advanced Micro Devices Stock Up 0.3%

NASDAQ:AMD opened at $252.03 on Wednesday. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The firm has a market capitalization of $410.31 billion, a price-to-earnings ratio of 124.77, a price-to-earnings-growth ratio of 1.05 and a beta of 1.95. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The stock’s 50 day moving average price is $219.31 and its two-hundred day moving average price is $200.79.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results 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 analysts’ expectations of $8.76 billion. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm’s revenue was up 35.6% on a year-over-year basis. During the same period last year, the business earned $0.92 earnings per share. Equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

AMD has been the topic of a number of research reports. UBS Group lifted their price target on shares of Advanced Micro Devices from $300.00 to $330.00 and gave the company a “buy” rating in a research note on Monday. Bank of America reaffirmed a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Loop Capital set a $290.00 price target on Advanced Micro Devices and gave the company a “buy” rating in a research note on Wednesday, November 5th. KeyCorp reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, January 21st. Finally, Raymond James Financial began coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $281.06.

Insider Activity

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices 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 of the company’s stock, valued at $68,890,820.76. This represents a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 164,000 shares of company stock valued at $36,034,173 in the last 90 days. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Company 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.