APG Asset Management N.V. Grows Position in Advanced Micro Devices, Inc. $AMD

APG Asset Management N.V. increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 977,853 shares of the semiconductor manufacturer’s stock after buying an additional 19,500 shares during the quarter. APG Asset Management N.V. owned 0.06% of Advanced Micro Devices worth $158,207,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AMD. Strategies Wealth Advisors LLC increased its position in shares of Advanced Micro Devices by 152.4% in the third quarter. Strategies Wealth Advisors LLC now owns 8,053 shares of the semiconductor manufacturer’s stock valued at $1,303,000 after acquiring an additional 4,863 shares during the period. Aprio Wealth Management LLC grew its stake in shares of Advanced Micro Devices by 11.5% in the third quarter. Aprio Wealth Management LLC now owns 3,711 shares of the semiconductor manufacturer’s stock worth $600,000 after purchasing an additional 383 shares during the last quarter. Meridian Wealth Advisors LLC grew its stake in shares of Advanced Micro Devices by 2.6% in the third quarter. Meridian Wealth Advisors LLC now owns 33,968 shares of the semiconductor manufacturer’s stock worth $5,496,000 after purchasing an additional 869 shares during the last quarter. Aviso Financial Inc. increased its holdings in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 160 shares during the period. Finally, United Bank raised its position in Advanced Micro Devices by 20.7% during the 3rd quarter. United Bank now owns 16,002 shares of the semiconductor manufacturer’s stock valued at $2,589,000 after purchasing an additional 2,747 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Advanced Micro Devices Trading Down 1.7%

Shares of NASDAQ AMD opened at $200.21 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm has a 50-day moving average of $219.59 and a 200 day moving average of $208.22. The stock has a market cap of $326.42 billion, a P/E ratio of 75.55, a price-to-earnings-growth ratio of 0.75 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share 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 business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter in the prior year, the company earned $1.09 earnings per share. The business’s revenue was up 34.1% compared to the same quarter last year. As a group, sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

AMD has been the topic of a number of recent analyst reports. China Renaissance initiated coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective on the stock. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday. Phillip Securities raised shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. Morgan Stanley decreased their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $230.00 target price on shares of Advanced Micro Devices in a research note on Wednesday. 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.com, the stock has an average rating of “Moderate Buy” and an average target price of $290.53.

Insider Buying and Selling

In other news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 271,892 shares of company stock worth $58,476,908 in the last 90 days. Insiders own 0.06% of the company’s stock.

More 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

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.