Choreo LLC Acquires 3,009 Shares of Advanced Micro Devices, Inc. $AMD

Choreo LLC raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,740 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,009 shares during the quarter. Choreo LLC’s holdings in Advanced Micro Devices were worth $5,944,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of AMD. Vanguard Group Inc. grew its stake in shares of Advanced Micro Devices by 0.9% during the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after purchasing an additional 1,348,892 shares during the period. State Street Corp grew its position in shares of Advanced Micro Devices by 0.8% during the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after buying an additional 581,330 shares during the period. Geode Capital Management LLC raised its position in shares of Advanced Micro Devices by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock valued at $5,181,556,000 after acquiring an additional 514,445 shares during the period. Norges Bank acquired a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at approximately $3,094,662,000. Finally, Invesco Ltd. raised its position in shares of Advanced Micro Devices by 6.1% in the 2nd quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after acquiring an additional 715,557 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer directly owned 3,152,476 shares in the company, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 271,892 shares of company stock valued at $58,476,908 in the last quarter. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Down 1.7%

Shares of NASDAQ:AMD opened at $200.21 on Friday. 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, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a 50-day simple moving average of $219.59 and a 200 day simple moving average of $207.99. The company has a market capitalization of $326.42 billion, a P/E ratio of 75.55, a price-to-earnings-growth ratio of 0.77 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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. Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Key Advanced Micro Devices News

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

• Positive Sentiment: Huge Meta GPU commitment gives AMD a meaningful multi‑year revenue opportunity (reported as up to $100B potential, tied to a 6GW buildout and performance warrants) — this deal underpins the recent rally and longer‑term AI exposure. Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
• Positive Sentiment: Wall Street responded with upgraded price targets and reiterated Buy ratings (examples: Mizuho, Goldman Sachs, Benchmark), supporting upside expectations even as volatility persists. Mizuho Increases Advanced Micro Devices (NASDAQ:AMD) Price Target to $280.00
• Positive Sentiment: Strategic partnership with Nutanix (and a related AMD investment) expands AMD’s enterprise AI ecosystem and could accelerate customer deployments of AMD CPUs/GPUs in data‑center stacks. AMD and Nutanix Announce Strategic Partnership to Build Open AI Infrastructure Platform
• Neutral Sentiment: Smaller ecosystem news (e.g., Avalon GloboCare accepted into AMD’s AI developer program) highlights partner demand but has limited direct financial impact on AMD today. Avalon subsidiary accepted into AMD AI developer program
• Neutral Sentiment: Analyst coverage and commentaries are active (TipRanks, MarketBeat, Seeking Alpha pieces) — consensus remains bullish longer‑term but views on timing and valuation vary, keeping near‑term trading choppy. Where Do Analysts Stand on AMD Stock?
• Negative Sentiment: Sector volatility after Nvidia’s earnings and investor skepticism about major AI customers’ near‑term spend (notably questions around OpenAI) pressured chip peers including AMD — profit‑taking followed the earlier premarket surge. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans Amid Revenue Concerns
• Negative Sentiment: Analysts and industry pieces also note execution and capacity limits for hyperscalers (and questions about Meta’s in‑house plans), which could temper how quickly large GPU commitments translate into revenue. Meta’s Chip Dreams Face Hard Limits

Analyst Ratings Changes

Several equities research analysts have commented on AMD shares. 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. Wedbush restated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Citigroup reiterated a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Wells Fargo & Company restated an “overweight” rating and issued a $345.00 price target on shares of Advanced Micro Devices in a report on Friday, January 30th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday. One equities research analyst has 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. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $290.53.

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.