Banque Cantonale Vaudoise Buys 3,571 Shares of Advanced Micro Devices, Inc. $AMD

Banque Cantonale Vaudoise lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 5.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 68,449 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,571 shares during the period. Banque Cantonale Vaudoise’s holdings in Advanced Micro Devices were worth $11,074,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Advanced Micro Devices by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after buying an additional 1,348,892 shares during the period. State Street Corp raised its holdings in shares of Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after acquiring an additional 581,330 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Advanced Micro Devices by 1.4% in the second 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 in the last quarter. Norges Bank purchased a new stake in Advanced Micro Devices in the second quarter worth about $3,094,662,000. Finally, Invesco Ltd. lifted its stake in Advanced Micro Devices by 6.1% in the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock worth $1,778,655,000 after acquiring an additional 715,557 shares during the period. Institutional investors own 71.34% 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: AMD and Adeia settle litigation and sign a multi‑year IP license, removing legal overhang and securing access to Adeia’s semiconductor IP (supports AMD’s 3D V‑Cache and hybrid bonding roadmap). Read More.
• Positive Sentiment: Coverage and market headlines (Benzinga) highlight that the settlement unlocks next‑gen chip tech, a near‑term catalyst cited by traders for the rebound. Read More.
• Positive Sentiment: AMD expanded its Ryzen AI desktop lineup (Ryzen AI 400 / Pro 400), strengthening product roadmap for AI PCs and bolstering long‑term CPU/AI revenue potential. Read More.
• Positive Sentiment: Institutional buying: Ark Invest added AMD across funds in February, a vote of confidence that can support demand and sentiment among growth investors. Read More.
• Neutral Sentiment: Prominent investors and outlets are re‑weighing Nvidia vs. AMD for AI exposure; commentary (e.g., Ken Fisher) signals continued interest but also valuation scrutiny across the AI chip space. Read More.
• Neutral Sentiment: Short‑interest data reported today appears to contain a data anomaly (zeros/NaN); not a reliable signal for positioning. (Market data note)
• Negative Sentiment: U.S. policymakers are considering new AI chip export rules that could tie shipments to foreign investment in U.S. data centers — a regulatory uncertainty that could constrain international sales or complicate customer engagement. Read More.
• Negative Sentiment: Geopolitical/supply‑chain risk: coverage of the Iran conflict highlights potential semiconductor supply chain disruptions that could pressure the sector, including AMD. Read More.

Advanced Micro Devices Stock Up 5.3%

NASDAQ:AMD opened at $202.68 on Tuesday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The stock has a market capitalization of $330.45 billion, a P/E ratio of 76.48, a P/E/G ratio of 0.72 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The company’s 50-day simple moving average is $217.52 and its 200-day simple moving average is $209.49.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping 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 firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the previous year, the business posted $1.09 EPS. Advanced Micro Devices’s revenue was up 34.1% on a year-over-year basis. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction on 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 sale, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 value of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 271,892 shares of company stock valued at $58,476,908. 0.06% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Raymond James Financial started coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price on the stock. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. Wells Fargo & Company reissued an “overweight” rating and set a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday, January 30th. Finally, Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

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.