Czech National Bank Acquires 17,082 Shares of Advanced Micro Devices, Inc. $AMD

Czech National Bank raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 429,290 shares of the semiconductor manufacturer’s stock after buying an additional 17,082 shares during the period. Advanced Micro Devices comprises about 0.6% of Czech National Bank’s holdings, making the stock its 23rd largest position. Czech National Bank’s holdings in Advanced Micro Devices were worth $91,937,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Evolution Wealth Advisors LLC increased its position in shares of Advanced Micro Devices by 3.8% during the fourth quarter. Evolution Wealth Advisors LLC now owns 2,194 shares of the semiconductor manufacturer’s stock worth $470,000 after acquiring an additional 81 shares in the last quarter. Willner & Heller LLC lifted its position in Advanced Micro Devices by 11.4% in the 4th quarter. Willner & Heller LLC now owns 9,718 shares of the semiconductor manufacturer’s stock valued at $2,081,000 after acquiring an additional 996 shares in the last quarter. Edge Wealth Management LLC bought a new position in Advanced Micro Devices in the 4th quarter valued at about $280,000. Foster Group Inc. boosted its stake in Advanced Micro Devices by 10.7% during the 4th quarter. Foster Group Inc. now owns 2,579 shares of the semiconductor manufacturer’s stock valued at $552,000 after purchasing an additional 250 shares during the last quarter. Finally, Evanson Asset Management LLC boosted its stake in Advanced Micro Devices by 0.6% during the 4th quarter. Evanson Asset Management LLC now owns 12,630 shares of the semiconductor manufacturer’s stock valued at $2,705,000 after purchasing an additional 74 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. DA Davidson raised Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Mizuho lifted their target price on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $230.00 price target on shares of Advanced Micro Devices in a report on Monday, March 16th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. One equities research 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 company. Based on data from MarketBeat.com, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average price target of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Lisa T. Su sold 85,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the transaction, the chief executive officer directly owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Trading Up 7.3%

Shares of AMD opened at $220.27 on Thursday. The business has a 50-day moving average of $214.59 and a 200 day moving average of $212.43. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The firm has a market cap of $359.13 billion, a P/E ratio of 83.12, a price-to-earnings-growth ratio of 0.77 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

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

Advanced Micro Devices News Summary

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

• Positive Sentiment: Reports that AMD (with Intel) is raising CPU prices — a sign of regained pricing power that should flow to higher gross margins and free cash flow. AMD and Intel Are Leading a Chip Stock Rally
• Positive Sentiment: Advanced talks to supply ~10,000 MI355 AI accelerators to Upstage — a material commercial win in Korea that supports AMD’s AI accelerator TAM expansion and international traction. AMD AI Deal Talks With Upstage
• Positive Sentiment: Underlying fundamentals and recent earnings strength (revenue and EPS beats) continue to support the bull case heading into upcoming reports and MI450/MI450‑era launches. Stock Market Today: AMD Rises After CPU Price Increase Reports
• Neutral Sentiment: Macro and headline-driven market moves (ceasefire hopes / broader chip rally) are boosting semiconductor stocks broadly — tailwind for AMD but increases market correlation and volatility. Dow Jones Futures Fall: Market Fades Amid Iran War Deal Hopes
• Neutral Sentiment: Policy exposure — AMD’s executive-level engagement in broader AI advisory discussions adds visibility on AI policy but the near-term commercial impact is uncertain. Trump Names Tech Execs to AI Advisory Council
• Negative Sentiment: Analyst divergence: some firms (e.g., Bernstein commentary) favor Nvidia/Broadcom over AMD, urging caution — this can cap multiple expansion or prompt relative underperformance if sentiment shifts. Bernstein Weighs In on AI Chip Stocks
• Negative Sentiment: Supply constraints in CPUs and HBM components are being reported and could limit shipments or delay deployments even as demand soars — a risk to near-term revenue growth if AMD cannot scale. Intel, AMD’s CPU Supply Constraints Impacting PC, Server Makers
• Negative Sentiment: New competition risk: Arm’s move to sell its own high‑performance server CPUs could pressure long‑term pricing and share in certain server segments. Arm to Sell Its Own Chips

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.