Advanced Micro Devices, Inc. $AMD Shares Bought by ARK Investment Management LLC

ARK Investment Management LLC grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 12.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,057,911 shares of the semiconductor manufacturer’s stock after purchasing an additional 349,806 shares during the period. Advanced Micro Devices makes up about 2.9% of ARK Investment Management LLC’s holdings, making the stock its 10th largest position. ARK Investment Management LLC owned about 0.19% of Advanced Micro Devices worth $494,739,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. HHM Wealth Advisors LLC grew its position in Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after buying an additional 40 shares during the period. HBK Sorce Advisory LLC boosted its stake in shares of Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after acquiring an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB grew its holdings in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after acquiring an additional 43 shares during the period. Moseley Investment Management Inc. raised its holdings in Advanced Micro Devices by 0.5% during the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after purchasing an additional 44 shares during the last quarter. Finally, OneAscent Family Office LLC boosted its position in Advanced Micro Devices by 2.6% during the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after purchasing an additional 44 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 5.8%

AMD opened at $202.07 on Thursday. 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 stock has a market capitalization of $329.46 billion, a price-to-earnings ratio of 76.25, a price-to-earnings-growth ratio of 0.72 and a beta of 1.98. The business has a 50-day moving average of $218.53 and a two-hundred day moving average of $208.57. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month 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 analysts’ expectations of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period last year, the company earned $1.09 earnings per share. On average, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Analyst Upgrades and Downgrades

AMD has been the subject of several research reports. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Finally, Truist Financial set a $283.00 target price on Advanced Micro Devices in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Large strategic AI deal with Meta (multi‑year Instinct GPU deployment) strengthens AMD’s server GPU backlog and long‑term revenue visibility. Read More.
• Positive Sentiment: Wall Street keeps backing the story — Piper Sandler and Jefferies reiterated bullish stances after the Meta deal (Piper Sandler has a $300 target), supporting investor confidence and lifting sentiment. Read More.
• Positive Sentiment: Product momentum: AMD unveiled Copilot+ desktop chips and expanded Ryzen AI 400 series for AI PCs, which supports long‑term TAM expansion into AI PCs and edge AI. Read More.
• Positive Sentiment: Commercial deployments: Akash/MiTAC announced diamond‑cooled servers using AMD Instinct MI350X GPUs — an early sign of OEM and data‑center adoption for AMD GPUs. Read More.
• Positive Sentiment: R&D and ecosystem wins — AMD and the University of Toronto launched a major AI & computing lab, boosting research collaboration and regional ecosystem presence. Read More.
• Neutral Sentiment: Sector tailwinds: broader chip rebound and commentary that “CPUs are back en vogue” for data centers help sentiment for AMD but benefit multiple vendors. Read More.
• Neutral Sentiment: AI supply‑chain and peers: Micron’s strong AI demand and funding headlines (e.g., Ayar Labs) reinforce the AI buildout narrative but are indirect for AMD. Read More. Read More.
• Negative Sentiment: Insider selling remains notable — public datasets show multiple executive sales in recent months, which can concern near‑term sentiment even if strategic. Read More.
• Negative Sentiment: Technical/short‑term pressure: analysts and technical writeups highlight ongoing volatility and selling pressure after the recent pullback; traders may take profits into weakness. Read More.
• Negative Sentiment: Macro/geopolitical risk briefly weighed on the stock earlier (oil/pricing and risk‑off moves drove intraday weakness), reminding investors that external shocks can reverse momentum. Read More.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value 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 represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 271,892 shares of company stock worth $58,476,908 in the last ninety days. Insiders own 0.06% of the company’s stock.

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.