Analyst IMS Investment Management Services Ltd. Has $3.16 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Analyst IMS Investment Management Services Ltd. raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 85.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,542 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,000 shares during the period. Analyst IMS Investment Management Services Ltd.’s holdings in Advanced Micro Devices were worth $3,162,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank acquired a new stake in Advanced Micro Devices in the second quarter valued at approximately $3,094,662,000. Kingstone Capital Partners Texas LLC bought a new position in shares of Advanced Micro Devices in the 2nd quarter worth $958,422,000. Rafferty Asset Management LLC lifted its holdings in shares of Advanced Micro Devices by 56.0% in the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after purchasing an additional 2,430,533 shares in the last quarter. Vanguard Group Inc. grew its position in Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the period. Finally, Viking Global Investors LP bought a new stake in Advanced Micro Devices during the 2nd quarter valued at $271,110,000. Institutional investors own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AMD. Wedbush reaffirmed an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Loop Capital set a $290.00 price target on shares of Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. Bank of America reiterated a “buy” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Sanford C. Bernstein reissued a “market perform” rating and set a $200.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, JPMorgan Chase & Co. raised their target price on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $215.61 on Tuesday. The company has a market capitalization of $351.02 billion, a PE ratio of 106.74, a price-to-earnings-growth ratio of 1.59 and a beta of 1.93. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a 50-day simple moving average of $227.90 and a 200 day simple moving average of $187.28.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter in the prior year, the firm earned $0.92 EPS. The business’s revenue for the quarter was up 35.6% compared to the same quarter last year. On average, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stores Impacting Advanced Micro Devices

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

• Positive Sentiment: Analysts and outlets note AMD jumped ~78% in 2025 and some firms (e.g., Mizuho coverage noted in reporting) expect further upside into 2026, citing accelerating AI demand and share gains. AMD stock is up 78% in 2025. What to expect for shares in 2026 and beyond
• Positive Sentiment: MarketBeat and others highlight AMD’s upcoming MI450 GPU and the company’s first rack‑scale offering — a structural product catalyst that could make AMD a direct competitor to NVIDIA in hyperscale AI and materially boost data‑center revenue. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Positive Sentiment: MarketWatch and other pieces outline where AMD can gain ground vs. NVIDIA — upcoming AI accelerators and rack‑scale systems are being watched by Wall Street as the next proof points for sustainable data‑center growth. Here’s where AMD can gain ground in the AI chip race next year
• Positive Sentiment: Opinion pieces (24/7 Wall St., Seeking Alpha) argue AMD is well‑positioned to be the top semiconductor AI play in 2026, reinforcing investor sentiment and potential re‑rating if execution matches hype. Opinion: AMD Will Be the Semi Play to Beat in 2026
• Neutral Sentiment: Broader bullish backdrop: MarketBeat expects Q4 earnings season to be a market catalyst, with AI leaders (including AMD) benefiting from stronger guidance, buybacks and robust AI spending — a tailwind but dependent on AMD’s specific Q4 results and guidance. Why Q4 Earnings Season Could Be a Bullish Catalyst for S&P 500 Stocks
• Neutral Sentiment: Analyst notes (Zacks, Yahoo Finance coverage) show continued investor interest and “Moderate Buy”/positive commentary; these sustain sentiment but imply upside hinges on upcoming beats and China demand recovery. The Zacks Analyst Blog Highlights Advanced Micro Devices, Goldman Sachs, Lam Research, AstroNova and Blue Dolphin
• Negative Sentiment: Short‑term selling pressure appeared after reports/rumors of planned GPU price increases for early 2026, which sparked investor concern about demand elasticity and customer pushback; such rumors can cause volatility even if fundamentals remain intact. AMD & Nvidia (NVDA) Stocks Slip on 2026 GPU Price Hike Rumors

Insider Buying and Selling

In other news, EVP Mark D. Papermaster sold 17,108 shares of the firm’s 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 transaction, the executive vice president directly owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ava Hahn sold 2,868 shares of the business’s stock in a transaction on Monday, October 6th. The shares were sold at an average price of $226.01, for a total transaction of $648,196.68. Following the transaction, the senior vice president owned 9,033 shares of the company’s stock, valued at $2,041,548.33. This trade represents a 24.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 181,226 shares of company stock worth $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.