Advanced Micro Devices, Inc. $AMD Position Boosted by Aviva PLC

Aviva PLC increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 5.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,356,407 shares of the semiconductor manufacturer’s stock after buying an additional 70,649 shares during the quarter. Advanced Micro Devices comprises 0.5% of Aviva PLC’s portfolio, making the stock its 28th largest holding. Aviva PLC’s holdings in Advanced Micro Devices were worth $290,488,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. James J. Burns & Company LLC lifted its position in shares of Advanced Micro Devices by 2.3% during the 4th quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer’s stock valued at $389,000 after acquiring an additional 40 shares during the last quarter. Cassaday & Co Wealth Management LLC lifted its position in shares of Advanced Micro Devices by 0.9% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 4,912 shares of the semiconductor manufacturer’s stock valued at $1,052,000 after acquiring an additional 43 shares during the last quarter. Willis Johnson & Associates Inc. lifted its position in shares of Advanced Micro Devices by 1.9% during the 4th quarter. Willis Johnson & Associates Inc. now owns 2,304 shares of the semiconductor manufacturer’s stock valued at $493,000 after acquiring an additional 44 shares during the last quarter. Addison Advisors LLC lifted its position in shares of Advanced Micro Devices by 12.7% during the 3rd quarter. Addison Advisors LLC now owns 400 shares of the semiconductor manufacturer’s stock valued at $65,000 after acquiring an additional 45 shares during the last quarter. Finally, Smith Moore & CO. lifted its position in shares of Advanced Micro Devices by 1.1% during the 3rd quarter. Smith Moore & CO. now owns 3,962 shares of the semiconductor manufacturer’s stock valued at $641,000 after acquiring an additional 45 shares during the last quarter. 71.34% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the transaction, the director directly owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This represents a 9.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $445.51, for a total transaction of $55,688,750.00. Following the completion of the transaction, the chief executive officer directly owned 3,021,899 shares in the company, valued at $1,346,286,223.49. This trade represents a 3.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 247,032 shares of company stock valued at $101,072,366 in the last three months. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices Price Performance

AMD opened at $488.45 on Friday. The stock has a fifty day moving average of $380.39 and a 200-day moving average of $272.51. The firm has a market capitalization of $796.47 billion, a P/E ratio of 160.15, a PEG ratio of 1.33 and a beta of 2.50. Advanced Micro Devices, Inc. has a 12-month low of $115.06 and a 12-month high of $546.44. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. The company had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company’s revenue for the quarter was up 37.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.96 earnings per share. Equities analysts forecast that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of recent research reports. Morgan Stanley increased their price objective on Advanced Micro Devices from $360.00 to $410.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 6th. Cantor Fitzgerald increased their price objective on Advanced Micro Devices to $500.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Melius Research set a $540.00 price objective on Advanced Micro Devices in a research report on Monday, May 18th. The Goldman Sachs Group upgraded Advanced Micro Devices from a “neutral” rating to a “buy” rating and increased their price objective for the company from $240.00 to $450.00 in a research report on Wednesday, May 6th. Finally, Jefferies Financial Group lowered Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average target price of $421.49.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Bank of America raised its price target on AMD to $560 and reiterated a buy rating, calling AMD its “top CPU pick” on expectations that agentic AI will boost demand for server CPUs and related hardware. AMD Stock Rises as BofA Lifts Price Target, Calls it ‘Top CPU Pick’
• Positive Sentiment: Several reports said semiconductor stocks, including AMD, rallied after BofA highlighted a roughly $170 billion opportunity tied to agentic AI workloads, which could support demand for CPUs, GPUs, and data-center infrastructure. Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
• Positive Sentiment: Analyst estimate revisions also turned more constructive, with Erste Group lifting its FY2026 and FY2027 earnings forecasts for AMD, reinforcing the view that profits can keep growing as AI and data-center spending expand.
• Positive Sentiment: Media coverage around leaks of faster Zen 6 CPU speeds and pieces arguing AMD still has substantial upside added to the bullish sentiment around the stock.
• Neutral Sentiment: AMD’s huge 12-month run has prompted some valuation caution, with multiple articles asking whether the stock has run too far after its big gain. That may temper enthusiasm, even though the longer-term AI growth narrative remains intact. Is It Too Late to Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Gain of 300%?
• Negative Sentiment: Some traders are taking profits across AI and semiconductor names, and one report said retail investors were cashing out of AMD and other chip stocks ahead of the SpaceX IPO, adding short-term selling pressure. Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

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.