Global X Japan Co. Ltd. Reduces Stock Holdings in Advanced Micro Devices, Inc. $AMD

Global X Japan Co. Ltd. lowered its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 129,269 shares of the semiconductor manufacturer’s stock after selling 3,393 shares during the quarter. Advanced Micro Devices accounts for 1.8% of Global X Japan Co. Ltd.’s holdings, making the stock its 15th biggest position. Global X Japan Co. Ltd.’s holdings in Advanced Micro Devices were worth $20,914,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wise Wealth Partners acquired a new position in shares of Advanced Micro Devices in the second quarter worth about $343,000. Waterfront Wealth Inc. acquired a new stake in shares of Advanced Micro Devices during the 2nd quarter valued at about $1,145,000. Parisi Gray Wealth Management purchased a new position in shares of Advanced Micro Devices in the 2nd quarter valued at about $343,000. Global Retirement Partners LLC acquired a new position in Advanced Micro Devices in the 2nd quarter worth about $4,519,000. Finally, Cornercap Investment Counsel Inc. boosted its position in Advanced Micro Devices by 43.3% during the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after purchasing an additional 3,702 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

More Advanced Micro Devices News

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

• Positive Sentiment: Reports say Alibaba is considering a major purchase of AMD AI accelerators, which would give AMD material access to China’s hyperscaler demand and boost near-term AI revenue visibility. AMD Shares Climb on Reports of Alibaba Massive AI Chip Order
• Positive Sentiment: Multiple outlets (Barron’s / MSN / Yahoo) highlight Alibaba as a potential new frontier for NVIDIA and AMD, reinforcing expectations that China could be a meaningful incremental market for AMD’s AI GPUs. Alibaba Shows China May Be Next Frontier for Nvidia and AMD
• Positive Sentiment: Wall Street support and analyst upgrades continue: several analysts reiterated bullish views into 2026 (Buy ratings, price-target resets), underpinning investor confidence in AMD’s multi-year AI opportunity. AMD Draws Analyst Upgrades for 2026 While Top Investor Signals a Long-Term Strength
• Positive Sentiment: Capacity and fab conversations: reports say AMD (and Google) are in talks with Samsung to build next‑gen AI chips in Texas — a potential route to secure additional fabs and scale production for future GPUs. AMD and Google Tap Samsung’s Texas Fab for AI Chips
• Neutral Sentiment: Long-term investor pieces position AMD as a core AI-chip holding for the next decade (favorable thesis but long-horizon), which supports buy-and-hold interest but is less relevant to near-term pricing. What Is One of the Best Chip Stocks to Hold for the Next 10 Years?
• Negative Sentiment: Volatility / downside: AMD plunged (~14%) on Dec. 22 amid earnings/guidance worries and rotation, a reminder that expectations for AI revenue and execution are already priced aggressively and disappointments can trigger sharp moves. Advanced Micro Devices (AMD) Down More Than 13.9%, Here’s What You Need to Know
• Negative Sentiment: Market shift to AI infrastructure (Oracle & others) could reallocate some investor dollars away from pure-play chip makers toward data‑center/cloud providers that monetize the deployed capacity, creating macro headwinds for chip multiple expansion. Forget The Chips: Oracle Wins Phase 2 of AI

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $214.90 on Wednesday. The company has a fifty day simple moving average of $229.64 and a 200-day simple moving average of $184.64. The firm has a market capitalization of $349.87 billion, a price-to-earnings ratio of 106.39, a PEG ratio of 1.59 and a beta of 1.93. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. During the same period last year, the firm posted $0.92 earnings per share. The company’s revenue for the quarter was up 35.6% on a year-over-year basis. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. KGI Securities set a $260.00 price objective on Advanced Micro Devices and gave the company an “outperform” rating in a research report on Monday, October 13th. Dbs Bank upgraded Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a research report on Monday, October 6th. CICC Research raised shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Friday, November 7th. Evercore ISI increased their price objective on shares of Advanced Micro Devices from $270.00 to $283.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. Finally, Morgan Stanley reiterated an “equal weight” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $277.06.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president directly owned 300,348 shares in the company, valued at $68,890,820.76. The trade was a 6.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Mark D. Papermaster sold 17,108 shares of the stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the sale, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 181,226 shares of company stock valued at $39,877,820. 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.