Advanced Micro Devices, Inc. $AMD Holdings Boosted by Andra AP fonden

Andra AP fonden boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 704.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 95,696 shares of the semiconductor manufacturer’s stock after purchasing an additional 83,793 shares during the period. Andra AP fonden’s holdings in Advanced Micro Devices were worth $20,494,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AMD. Joseph Group Capital Management purchased a new position in Advanced Micro Devices during the 4th quarter worth approximately $25,000. Sarver Vrooman Wealth Advisors purchased a new position in Advanced Micro Devices during the 4th quarter worth approximately $27,000. Basepoint Wealth LLC purchased a new position in Advanced Micro Devices during the 4th quarter worth approximately $30,000. Aviso Financial Inc. grew its position in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 160 shares in the last quarter. Finally, Delos Wealth Advisors LLC grew its position in Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 100 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Advanced Micro Devices news, Director Nora Denzel sold 8,626 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the transaction, the director owned 87,173 shares of the company’s stock, valued at $45,504,306. The trade was a 9.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the business’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the transaction, the executive vice president directly owned 324,527 shares of the company’s stock, valued at approximately $140,000,947.80. This represents a 5.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 247,032 shares of company stock worth $101,072,366 in the last 90 days. 0.50% of the stock is owned by corporate insiders.

Key Headlines Impacting 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

Analysts Set New Price Targets

A number of brokerages have issued reports on AMD. KeyCorp lifted their target price on shares of Advanced Micro Devices from $330.00 to $530.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Oppenheimer lowered shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Piper Sandler reissued an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a research note on Wednesday, May 6th. They set a “market perform” rating for the company. Finally, HSBC lowered shares of Advanced Micro Devices from a “buy” rating to a “hold” rating and lifted their target price for the company from $335.00 to $340.00 in a research note on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $421.49.

Advanced Micro Devices Stock Up 8.0%

AMD stock opened at $488.45 on Friday. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 1 year low of $115.06 and a 1 year high of $546.44. The company has a fifty day simple moving average of $380.39 and a 200 day simple moving average of $272.51. The firm has a market cap of $796.47 billion, a PE ratio of 160.15, a PEG ratio of 1.33 and a beta of 2.50.

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, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same quarter in the previous year, the business earned $0.96 EPS. Advanced Micro Devices’s quarterly revenue was up 37.8% compared to the same quarter last year. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

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.