Advanced Micro Devices, Inc. $AMD Shares Sold by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership lowered its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 6.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,333,254 shares of the semiconductor manufacturer’s stock after selling 153,710 shares during the quarter. Artisan Partners Limited Partnership owned approximately 0.14% of Advanced Micro Devices worth $377,497,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Norges Bank purchased a new position in Advanced Micro Devices in the 2nd quarter worth approximately $3,094,662,000. Jennison Associates LLC acquired a new stake in shares of Advanced Micro Devices in the third quarter valued at approximately $626,826,000. Nordea Investment Management AB lifted its position 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 in the last quarter. Rafferty Asset Management LLC boosted its stake in Advanced Micro Devices by 56.0% during the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after buying an additional 2,430,533 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings 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 buying an additional 2,281,508 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 271,892 shares of company stock valued at $58,476,908 in the last three months. 0.06% of the stock is owned by corporate insiders.

More Advanced Micro Devices News

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

• Positive Sentiment: Meta agreed to deploy up to 6 gigawatts of AMD Instinct GPUs (deal value headlines as high as ~$100B potential over time), which materially boosts AMD’s data‑center revenue runway and reduces hyperscaler reliance on a single supplier. Meta strikes up to $100B AMD chip deal
• Positive Sentiment: Analysts reacted by raising price targets and maintaining buy/overweight views (Goldman, Mizuho, Benchmark and others issued hikes or reiterated bullish calls), supporting the bull case that the Meta deal and AI demand justify re‑rating. Cracking the Chip Monopoly: Meta Invests in AMD Chips
• Positive Sentiment: AMD is making ecosystem moves with partners — announced investment/partnership with Nutanix (including a $150M AMD purchase of Nutanix stock) and customers like Supermicro launching EPYC‑powered high‑density platforms — which help translate chip wins into platform traction. AMD to Buy $150 Million of Nutanix Stock
• Neutral Sentiment: Smaller ecosystem updates: a few startups and tiny public companies (e.g., Avalon GloboCare) joined AMD programs — positive for ecosystem breadth but immaterial to AMD’s top‑line near term. Avalon GloboCare Joins AMD AI Developer Program
• Negative Sentiment: Sector rotation after Nvidia’s strong quarter and outlook prompted a pullback in other chip names; investors are questioning whether hyperscalers will sustain previously assumed AI spend levels, which has pressured AMD alongside peers. Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings
• Negative Sentiment: Reports of investor doubts about OpenAI/hyperscaler spending and execution/timing risks for AMD’s MI450/MI350 ramp amplified profit‑taking after a strong run — a core driver of today’s downside pressure. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans
• Negative Sentiment: High reported insider selling and large institutional position moves (per social/alternative‑data summaries) are being cited by some traders as a bearish signal on near‑term sentiment. QuiverQuant: Opinions on AMD Meta AI Chip Deal

Advanced Micro Devices Trading Down 3.4%

Shares of AMD stock opened at $203.68 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The company has a 50 day moving average price of $219.86 and a 200 day moving average price of $207.80. The stock has a market capitalization of $332.08 billion, a P/E ratio of 76.86, a price-to-earnings-growth ratio of 0.79 and a beta of 1.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter last year, the company posted $1.09 EPS. The firm’s revenue was up 34.1% compared to the same quarter last year. Equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have recently commented on AMD. Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday. China Renaissance assumed coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price on the stock. Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Citigroup restated a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Finally, KeyCorp reiterated an “overweight” rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average target price of $290.53.

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.