Avanza Fonder AB Acquires 3,229 Shares of Advanced Micro Devices, Inc. $AMD

Avanza Fonder AB lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 165,904 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,229 shares during the quarter. Advanced Micro Devices makes up 0.9% of Avanza Fonder AB’s investment portfolio, making the stock its 16th biggest holding. Avanza Fonder AB’s holdings in Advanced Micro Devices were worth $35,530,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of AMD. HHM Wealth Advisors LLC raised its position in Advanced Micro Devices by 2.4% during the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after purchasing an additional 40 shares during the last quarter. HBK Sorce Advisory LLC grew its position in shares of Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after buying an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB grew its position in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after buying an additional 43 shares during the last quarter. Moseley Investment Management Inc. increased its stake in shares of Advanced Micro Devices by 0.5% in the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after buying an additional 44 shares during the period. Finally, OneAscent Family Office LLC increased its stake in shares of Advanced Micro Devices by 2.6% in the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock valued at $284,000 after buying an additional 44 shares during the period. Institutional investors own 71.34% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD is in talks to sell up to 10,000 MI-series AI accelerators to South Korean AI startup Upstage, a potential revenue and design-win catalyst that would help diversify AI GPU demand away from Nvidia in Korea. AI Startup Upstage Looking at Buying 10,000 AMD Chips in Korea
• Positive Sentiment: AMD joined the Optical Compute Interconnect (OCI) multi‑source agreement alongside hyperscalers and peers, positioning it to influence data‑center interconnect standards — a strategic plus for future hyperscaler GPU deployments. AMD Joins OCI Group As Optical AI Standard Shapes Valuation Debate
• Positive Sentiment: AMD and Samsung have a memorandum of understanding to deepen memory-supply ties and explore foundry cooperation — this could ease high-bandwidth memory (HBM) constraints that are a gating factor for AI GPU shipments. Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
• Positive Sentiment: Market commentary is bullish on AMD’s upcoming MI450 GPU family and longer‑term AI datacenter opportunity; analysts and MarketBeat pieces argue MI450 launches could materially accelerate revenue and market share over 2026–2027. Advanced Micro Devices Profile & MI450 Coverage
• Positive Sentiment: Short‑term demand signals: a reported Ryzen price cut and talk of an upcoming refresh pushed trading optimism—price cuts can boost unit sales ahead of a refresh cycle. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Sector tailwind: easing geopolitical tensions boosted chip names broadly (Nvidia, AMD), providing short‑term market support but not altering company fundamentals. Nvidia, AMD Rally As War Fears Ease
• Neutral Sentiment: New AI inference platforms (e.g., Gimlet Labs’ multi‑silicon cloud) highlight multi‑vendor demand for inference hardware — a potential incremental market for AMD but uncertain in timing/scale. AI Inference Software Innovator Gimlet Labs Ushers in New Era
• Neutral Sentiment: Short‑interest data released today shows an anomalous zero figure and 0.0 days to cover — the print looks erroneous and shouldn’t be interpreted as genuine investor positioning. (internal data entry)
• Negative Sentiment: Competitive and valuation concerns persist: multiple pieces contrast AMD with Nvidia (NVDA dominant in AI/data center) and warn of AI hype/valuation pressure, which can cap upside or increase volatility for AMD stock. Nvidia vs AMD: The 2026 AI Chip Showdown
• Negative Sentiment: Some coverage warns Samsung’s closer memory tie could allow Samsung to gain strategic leverage into AMD’s AI supply chain — framed as a potential competitive/partner risk. Samsung Just Found a Shocking New Way Into AMD’s AI Push

Wall Street Analyst Weigh In

AMD has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. UBS Group set a $310.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Morgan Stanley dropped their price target on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. Finally, Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Stock Up 0.7%

Shares of NASDAQ AMD opened at $202.68 on Tuesday. The stock has a market capitalization of $330.45 billion, a P/E ratio of 76.48, a P/E/G ratio of 0.76 and a beta of 1.98. The company has a 50-day moving average price of $214.97 and a 200-day moving average price of $212.00. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the business posted $1.09 EPS. The firm’s revenue was up 34.1% compared to the same quarter last year. On average, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the transaction, the executive vice president owned 129,598 shares of the company’s stock, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 239,392 shares of company stock valued at $50,016,383. Company insiders own 0.06% of the company’s stock.

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.