AGF Management Ltd. Has $1.67 Million Stock Position in Advanced Micro Devices, Inc. $AMD

AGF Management Ltd. lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 33.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 10,300 shares of the semiconductor manufacturer’s stock after selling 5,249 shares during the quarter. AGF Management Ltd.’s holdings in Advanced Micro Devices were worth $1,666,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of AMD. ORG Wealth Partners LLC grew its position in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the period. Pinney & Scofield Inc. grew its holdings in Advanced Micro Devices by 81.0% during the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares during the period. Avion Wealth increased its stake in Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares in the last quarter. Evolution Wealth Management Inc. acquired a new stake in Advanced Micro Devices in the second quarter worth $34,000. Finally, Signature Resources Capital Management LLC boosted its position in shares of Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 138 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Trading Down 3.8%

Advanced Micro Devices stock opened at $192.50 on Friday. The company has a market cap of $313.40 billion, a price-to-earnings ratio of 72.64, a P/E/G ratio of 0.83 and a beta of 1.94. The firm has a 50-day moving average of $222.11 and a 200-day moving average of $203.86. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 1.68. 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 released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s revenue was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.09 earnings per share. On average, equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Activity

In other 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 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 transaction was disclosed in a document filed 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 shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 164,000 shares of company stock valued at $36,034,173 over the last three months. Corporate insiders own 0.06% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Q4 beat and strong data‑center performance — AMD reported a better‑than‑expected quarter (EPS and revenue upside, robust Data Center growth), which underpins the company’s multi‑year AI narrative and long‑term targets. MarketBeat: AMD’s Post‑Earnings Dip Looks Like the Buying Window
• Positive Sentiment: High‑profile dip buyers — ARK Invest/ Cathie Wood and other institutional investors bought shares after the crash, providing demand support and signaling conviction among some large active managers. Barron’s: Cathie Wood’s ARK Bought AMD
• Positive Sentiment: Product pipeline remains a tailwind — upcoming MI450/MI400 accelerators and rack‑scale Helios solutions plus FPGA lineup expansion keep long‑term AI upside intact. These product catalysts are cited by bulls as reasons the sell‑off may be a buying opportunity. The Robot Report: AMD expands midrange FPGA offerings
• Neutral Sentiment: Analysts largely remain constructive — several firms reaffirmed buy/outperform ratings and some raised targets (Evercore, KeyCorp, Benchmark), creating a wide range of upside scenarios that investors are parsing. Benzinga: Analyst updates on AMD
• Negative Sentiment: Disappointing near‑term guidance and China revenue questions — the Q1 outlook and management’s comments that China AI chip revenue is effectively capped near ~$100M in Q1 raised sustainability concerns and sparked the sharp sell‑off. MarketWatch: Why AMD’s stock is diving after earnings
• Negative Sentiment: One‑off China boost flagged by analysts — some of the quarter’s data‑center upside was linked to near‑term China MI308 shipments, prompting skepticism about repeatability and near‑term AI revenue runway. Benzinga: Lisa Su on China AI revenue cap
• Negative Sentiment: High insider selling and heavy volume — recent disclosures show meaningful insider sales and elevated trading volumes, which can amplify downside during sentiment‑driven moves. QuiverQuant: Fund and insider activity

Analyst Ratings Changes

Several analysts recently commented 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 price objective on the stock. Citigroup reiterated a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Wells Fargo & Company reissued an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a research note on Friday, January 30th. HSBC raised their price objective on shares of Advanced Micro Devices from $185.00 to $310.00 and gave the stock a “buy” rating in a report on Wednesday, October 15th. Finally, Susquehanna reaffirmed a “positive” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average price target of $290.11.

Advanced Micro Devices 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.