Advisory Services Network LLC Grows Stock Holdings in Advanced Micro Devices, Inc. $AMD

Advisory Services Network LLC increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 17.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 104,370 shares of the semiconductor manufacturer’s stock after buying an additional 15,233 shares during the quarter. Advisory Services Network LLC’s holdings in Advanced Micro Devices were worth $16,886,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the company. Norges Bank purchased a new position in Advanced Micro Devices in the second quarter worth approximately $3,094,662,000. Jennison Associates LLC purchased a new stake in Advanced Micro Devices during the 3rd quarter worth approximately $626,826,000. Wellington Management Group LLP increased its position in shares of Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after acquiring an additional 3,735,807 shares during the period. Nordea Investment Management AB raised its position in Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after purchasing an additional 2,619,294 shares in the last quarter. Finally, Rafferty Asset Management LLC raised its holdings in Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after acquiring an additional 2,430,533 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Transactions at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the business’s 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 sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the completion of the sale, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 239,392 shares of company stock valued at $50,016,383 in the last quarter. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Performance

AMD opened at $196.31 on Wednesday. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The stock has a market cap of $320.07 billion, a PE ratio of 74.08, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. The business’s 50 day moving average is $215.31 and its 200-day moving average is $210.87. 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 (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same period last year, the company earned $1.09 earnings per share. On average, analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Rosenblatt Securities restated a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a research note on Thursday, November 20th. They set an “outperform” rating and a $377.00 price target for the company. UBS Group set a $310.00 price objective on Advanced Micro Devices in a research report on Wednesday, February 4th. Benchmark reaffirmed a “buy” rating and issued a $325.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Finally, KeyCorp restated an “overweight” rating and issued a $330.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform increases AMD’s go‑to‑market for Instinct accelerators and supports larger customer deployments. Helios AI Platform Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes legal overhang and provides AMD access to additional semiconductor IP — a near‑term de‑risk for product roadmaps. AMD Ties Up With Adeia
• Positive Sentiment: U.S. export‑policy reversal relaxes planned limits on advanced AI accelerators, widening AMD’s addressable market for Instinct GPUs and reducing regulatory uncertainty for international sales. US Export Reversal
• Positive Sentiment: Expanded manufacturing/assembly partnerships (Flex, Celestica) and moves to scale Instinct production improve supply visibility for large cloud orders. Assessing Flex Partnership
• Neutral Sentiment: Early RDNA 6/Zen 6 / RDNA 5 leaks and benchmark snippets suggest potential product performance gains, but final silicon, power and partner wins will determine real commercial impact. Zen 6 / RDNA Leak
• Neutral Sentiment: Reported short‑interest data shows no meaningful change, so short‑position dynamics are not a driver of today’s move.
• Neutral Sentiment: Many analysts remain constructive on AMD’s AI growth (several buy/overweight notes and raised targets), which supports longer‑term upside even amid near‑term volatility. Analysts Stay Bullish
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at reported average price), part of broader insider selling disclosed recently — an item that can weigh on near‑term investor sentiment. SEC filing: Insider Sale Filing
• Negative Sentiment: Competitive moves and product announcements at NVIDIA’s GTC (and related partner news like Samsung’s foundry ties) sharpen execution and feature comparisons, pressuring sentiment for AMD until competitive benchmarks and design wins are confirmed. NVIDIA GTC Competitive Pressure
• Negative Sentiment: Macro/headline risk (oil‑supply disruptions) has hit chip stocks broadly, creating transient volatility that can pull AMD lower even when company‑specific fundamentals remain constructive. Oil Disruptions and Chip Stocks

About Advanced Micro Devices

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.