Candriam S.C.A. Has $120.46 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Candriam S.C.A. boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 23.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 592,148 shares of the semiconductor manufacturer’s stock after buying an additional 111,080 shares during the period. Advanced Micro Devices makes up about 0.6% of Candriam S.C.A.’s investment portfolio, making the stock its 29th largest position. Candriam S.C.A.’s holdings in Advanced Micro Devices were worth $120,461,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of AMD. Brighton Jones LLC boosted its holdings in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC raised its position in shares of Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after buying an additional 2,970 shares during the last quarter. United Bank raised its position in shares of Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after buying an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after buying an additional 7,228 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Stifel raised its AMD price target to $635 from $450 and reiterated a Buy rating, citing AMD’s growing strength in AI servers and EPYC CPUs.
• Positive Sentiment: Goldman Sachs and other firms have also lifted targets recently, signaling rising Wall Street confidence in AMD’s AI and data-center growth. Goldman Sachs raises AMD stock price target for the rest of 2026 on surging agentic AI CPU demand
• Positive Sentiment: AMD announced a new AI campus partnership, adding another potential growth avenue tied to large-scale AI infrastructure spending. AMD Stock Rallies on a New AI Campus Partnership
• Neutral Sentiment: AMD’s upcoming Aug. 4 earnings report is creating anticipation for a possible beat-and-raise quarter, but the actual results are still pending.
• Negative Sentiment: ARK Invest continued selling AMD shares, which may temper enthusiasm among some investors. Cathie Wood Bets Big on META Ahead of Q2 Earnings, Sells AMD and Other Growth Stocks

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $557.89 on Friday. The stock’s fifty day simple moving average is $491.60 and its 200 day simple moving average is $318.92. Advanced Micro Devices, Inc. has a one year low of $141.60 and a one year high of $584.73. The firm has a market cap of $909.70 billion, a price-to-earnings ratio of 182.92, a P/E/G ratio of 1.61 and a beta of 2.47. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same period in the prior year, the company posted $0.96 earnings per share. The business’s revenue for the quarter was up 37.8% compared to the same quarter last year. On average, analysts expect that Advanced Micro Devices, Inc. will post 6.15 earnings per share for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the transaction, the chief executive officer directly owned 2,896,899 shares of the company’s stock, valued at $1,334,572,400.31. This trade represents a 4.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the completion of the transaction, the executive vice president owned 324,527 shares in the company, valued at approximately $140,000,947.80. This trade represents a 5.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 374,739 shares of company stock worth $161,135,671 over the last ninety days. Company insiders own 0.50% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on AMD shares. Raymond James Financial assumed coverage on Advanced Micro Devices in a research note on Wednesday, May 6th. They set a “market perform” rating on the stock. Loop Capital raised Advanced Micro Devices to a “strong-buy” rating in a report on Tuesday, June 16th. Jefferies Financial Group cut Advanced Micro Devices from a “buy” rating to a “hold” rating in a research report on Wednesday, May 6th. Weiss Ratings upgraded Advanced Micro Devices from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Finally, The Goldman Sachs Group raised their target price on Advanced Micro Devices from $450.00 to $640.00 and gave the stock a “buy” rating in a research report on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $458.92.

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.