AEGON ASSET MANAGEMENT UK Plc Sells 18,154 Shares of Advanced Micro Devices, Inc. $AMD

AEGON ASSET MANAGEMENT UK Plc lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 167,571 shares of the semiconductor manufacturer’s stock after selling 18,154 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in Advanced Micro Devices were worth $27,105,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Norges Bank bought a new stake in Advanced Micro Devices in the 2nd quarter valued at about $3,094,662,000. Jennison Associates LLC bought a new stake in Advanced Micro Devices during the 3rd quarter valued at $626,826,000. Nordea Investment Management AB raised its holdings in Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after buying an additional 2,619,294 shares during the last quarter. Rafferty Asset Management LLC lifted its stake in shares of Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after buying an additional 2,430,533 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of Advanced Micro Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after buying an additional 2,281,508 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $259.68 on Monday. The stock has a market capitalization of $422.77 billion, a PE ratio of 128.56, a P/E/G ratio of 1.08 and a beta of 1.95. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company’s 50 day simple moving average is $218.66 and its two-hundred day simple moving average is $199.30. 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 quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.03. The firm had revenue of $9.25 billion for the quarter, compared to analysts’ expectations of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company’s revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the firm posted $0.92 EPS. Analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on AMD shares. Roth Mkm restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Morgan Stanley reissued an “equal weight” rating and issued a $260.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Wall Street Zen downgraded shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Jefferies Financial Group set a $300.00 target price on shares of Advanced Micro Devices and gave the company a “positive” rating in a report on Monday, October 6th. Finally, Dbs Bank raised shares of Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a research report on Monday, October 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $279.67.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value 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. This trade represents a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 164,000 shares of company stock worth $36,034,173 in the last three months. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

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.