Advanced Micro Devices, Inc. $AMD Shares Acquired by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 120,212 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,052 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Advanced Micro Devices were worth $19,449,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in AMD. Brighton Jones LLC increased its holdings in shares of 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 acquiring an additional 29,438 shares during the period. Revolve Wealth Partners LLC grew its position in 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 last quarter. Aprio Wealth Management LLC increased its stake in Advanced Micro Devices by 45.5% in the first quarter. Aprio Wealth Management LLC now owns 3,217 shares of the semiconductor manufacturer’s stock valued at $331,000 after purchasing an additional 1,006 shares during the period. Alyeska Investment Group L.P. purchased a new stake in shares of Advanced Micro Devices in the first quarter valued at about $6,012,000. Finally, Advisors Asset Management Inc. boosted its stake in shares of Advanced Micro Devices by 43.9% during the first quarter. Advisors Asset Management Inc. now owns 22,417 shares of the semiconductor manufacturer’s stock worth $2,303,000 after buying an additional 6,841 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Large bullish options flow — Whales concentrated call buying across a wide $140–$280 strike range, suggesting some big investors are positioning for upside or a renewed rally. Article Title
• Positive Sentiment: Bullish AI thesis — Multiple pieces argue AMD is set to take share from Nvidia with new datacenter GPUs (MI350/MI450) and rack-scale improvements; analysts and commentators see a potentially large revenue ramp in 2026 if product ramps meet demand. Article Title
• Positive Sentiment: High-conviction AI stock picks include AMD — Motley Fool lists AMD among AI names with multi-year upside, citing CoreWeave demand and AMD’s growing competitive position versus Nvidia. Article Title
• Positive Sentiment: Institutional endorsement — Coverage of David Tepper’s sizable AMD purchase reinforces demand from a major hedge fund and supports the narrative of continued institutional accumulation. Article Title
• Neutral Sentiment: Long-term performance piece — Retrospective articles about 10‑year returns highlight AMD’s strong historical gains, useful for narrative context but not a near-term catalyst. Article Title
• Neutral Sentiment: Cross-market chart analogy — A crypto analyst compared Dogecoin’s setup to AMD’s past technical pattern; interesting technically but unlikely to move AMD shares materially. Article Title
• Neutral Sentiment: Unrelated “AMD” noise — A flurry of headlines about Outlook Therapeutics and a CRL for a wet-AMD (medical) drug can create ticker-search noise but is unrelated to Advanced Micro Devices’ business. Article Title
• Negative Sentiment: Valuation and “not at any price” warnings — Some analysts caution AMD can win share but that investors must be selective on price; stretched multiples after 2025’s rally raise the risk of further profit-taking if execution or margins slip. Article Title

Advanced Micro Devices Stock Down 0.5%

Advanced Micro Devices stock opened at $214.16 on Friday. The stock’s 50 day moving average price is $226.71 and its 200 day moving average price is $188.35. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The company has a market cap of $348.66 billion, a PE ratio of 106.02, a price-to-earnings-growth ratio of 1.58 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68.

Advanced Micro Devices (NASDAQ:AMD) last released its 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. The company had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.Advanced Micro Devices’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.92 earnings per share. On average, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on AMD. KGI Securities set a $260.00 price target on Advanced Micro Devices and gave the stock an “outperform” rating in a report on Monday, October 13th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday. Truist Financial dropped their target price on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating on the stock in a report on Friday, December 19th. Sanford C. Bernstein restated a “market perform” rating and set a $200.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Raymond James Financial started coverage on Advanced Micro Devices in a report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price target for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus target price of $277.06.

Insider Activity at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 181,226 shares of company stock worth $39,877,820 over the last three months. 0.06% of the stock is currently owned by company insiders.

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.