Advanced Micro Devices, Inc. $AMD Shares Acquired by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. increased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 711,968 shares of the semiconductor manufacturer’s stock after buying an additional 11,808 shares during the period. Asset Management One Co. Ltd.’s holdings in Advanced Micro Devices were worth $115,189,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AMD. 4J Wealth Management LLC purchased a new stake in shares of Advanced Micro Devices during the 3rd quarter worth about $260,000. Alpine Bank Wealth Management raised its holdings in Advanced Micro Devices by 39.1% in the 3rd quarter. Alpine Bank Wealth Management now owns 1,252 shares of the semiconductor manufacturer’s stock worth $203,000 after purchasing an additional 352 shares during the period. Fifth Third Wealth Advisors LLC boosted its position in Advanced Micro Devices by 11.1% during the third quarter. Fifth Third Wealth Advisors LLC now owns 22,227 shares of the semiconductor manufacturer’s stock worth $3,596,000 after purchasing an additional 2,223 shares in the last quarter. Fountainhead AM LLC grew its holdings in Advanced Micro Devices by 7.1% in the third quarter. Fountainhead AM LLC now owns 1,590 shares of the semiconductor manufacturer’s stock valued at $257,000 after purchasing an additional 105 shares during the period. Finally, Radnor Capital Management LLC grew its holdings in Advanced Micro Devices by 7.0% in the third quarter. Radnor Capital Management LLC now owns 1,988 shares of the semiconductor manufacturer’s stock valued at $322,000 after purchasing an additional 130 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Raymond James Financial initiated coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price for the company. Benchmark boosted their price target on shares of Advanced Micro Devices from $270.00 to $325.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Melius Research set a $380.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Deutsche Bank Aktiengesellschaft set a $235.00 target price on shares of Advanced Micro Devices and gave the company a “hold” rating in a research report on Tuesday, October 14th. Finally, Piper Sandler restated an “overweight” rating and issued a $280.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and an average target price of $277.06.

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $223.47 on Friday. The business’s 50 day moving average price is $226.12 and its 200 day moving average price is $189.45. The company has a market cap of $363.82 billion, a price-to-earnings ratio of 110.63, a PEG ratio of 0.95 and a beta of 1.95. 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 one year low of $76.48 and a one year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share (EPS) for the quarter, topping 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 business had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same period last year, the company earned $0.92 EPS. The company’s revenue for the quarter was up 35.6% on a year-over-year basis. On average, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Activity

In other news, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the sale, the executive vice president owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. The trade was a 0.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. This represents 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 a total of 181,226 shares of company stock valued at $39,877,820 in the last ninety days. 0.06% of the stock is currently owned by company insiders.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AI/datacenter strength — chipmakers kicked off 2026 higher as hyperscalers keep building out AI datacenters, lifting demand expectations for AMD’s data‑center GPUs and CPUs. Chip stocks rally to start 2026 after third-straight winning year
• Positive Sentiment: Upcoming CES keynote by CEO Lisa Su (Jan. 5) is a near-term catalyst — investors expect product/partnership announcements that could reinforce growth narratives. Dear AMD Stock Fans, Mark Your Calendars for January 5
• Positive Sentiment: Market share gains in consumer/gaming CPUs — December Steam survey data showed AMD share up, supporting the firm’s consumer revenue mix and investor optimism about sustained share gains. AMD Stock Jumps as Its Steam CPU Market Share Soars
• Positive Sentiment: Analyst bullishness and high price targets — multiple firms maintain buy/outperform ratings and Wall Street models project further upside for 2026, which supports demand from institutional buyers. AMD Stock Forecast: Top Analysts Predict a 32% Rally in 2026
• Neutral Sentiment: Unusual options activity — scanners flagged heavy call buying across a wide strike range ($140–$280) and “whale” flows, which can amplify intraday moves but also reflect speculative positioning. AMD stock sees unusual options activity as whale calls dominate
• Neutral Sentiment: Social/media buzz on AI leadership — online chatter and condensed sentiment note strong 2025 performance and optimism about AMD’s AI roadmap; useful for sentiment but noisy as a fundamental signal. Advanced Micro Devices Stock (AMD) Opinions on AI Sector Growth
• Neutral Sentiment: Synopsis pieces and market commentary tie today’s move to the above mix — handy summaries for investors tracking catalysts. Why Is Advanced Micro Devices (AMD) Stock Up Today?
• Negative Sentiment: Heavy insider selling — data shows numerous executive sales (multiple senior officers, including the CEO) over recent months with no insider purchases; this can temper confidence and is a watch item for investors. Advanced Micro Devices Stock (AMD) Opinions on AI Sector Growth

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.