Avanza Fonder AB Acquires 3,229 Shares of Advanced Micro Devices, Inc. $AMD

Avanza Fonder AB boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 165,904 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,229 shares during the quarter. Advanced Micro Devices accounts for about 0.9% of Avanza Fonder AB’s portfolio, making the stock its 16th largest holding. Avanza Fonder AB’s holdings in Advanced Micro Devices were worth $35,530,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. ORG Wealth Partners LLC increased its holdings in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. boosted its stake in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares during the period. Aviso Financial Inc. boosted its stake in shares of Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 160 shares during the period. Delos Wealth Advisors LLC grew its position in Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after buying an additional 100 shares in the last quarter. Finally, Evolution Wealth Management Inc. bought a new position in Advanced Micro Devices during the 2nd quarter worth $34,000. Institutional investors own 71.34% of the company’s stock.

Insider Transactions at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the sale, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock worth $50,016,383 in the last 90 days. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $202.68 on Tuesday. The company’s 50 day moving average price is $214.97 and its two-hundred day moving average price is $212.00. The firm has a market capitalization of $330.45 billion, a P/E ratio of 76.48, a P/E/G ratio of 0.76 and a beta of 1.98. 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 debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly 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. 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 the consensus estimate of $9.65 billion. During the same period in the prior year, the business earned $1.09 earnings per share. The company’s revenue for the quarter was up 34.1% compared to the same quarter last year. On average, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

AMD has been the subject of several analyst reports. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday, January 30th. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Wedbush reaffirmed an “outperform” rating and issued a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, 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. One 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 stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $290.53.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD is in talks to sell up to 10,000 MI-series AI accelerators to South Korean AI startup Upstage, a potential revenue and design-win catalyst that would help diversify AI GPU demand away from Nvidia in Korea. AI Startup Upstage Looking at Buying 10,000 AMD Chips in Korea
• Positive Sentiment: AMD joined the Optical Compute Interconnect (OCI) multi‑source agreement alongside hyperscalers and peers, positioning it to influence data‑center interconnect standards — a strategic plus for future hyperscaler GPU deployments. AMD Joins OCI Group As Optical AI Standard Shapes Valuation Debate
• Positive Sentiment: AMD and Samsung have a memorandum of understanding to deepen memory-supply ties and explore foundry cooperation — this could ease high-bandwidth memory (HBM) constraints that are a gating factor for AI GPU shipments. Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
• Positive Sentiment: Market commentary is bullish on AMD’s upcoming MI450 GPU family and longer‑term AI datacenter opportunity; analysts and MarketBeat pieces argue MI450 launches could materially accelerate revenue and market share over 2026–2027. Advanced Micro Devices Profile & MI450 Coverage
• Positive Sentiment: Short‑term demand signals: a reported Ryzen price cut and talk of an upcoming refresh pushed trading optimism—price cuts can boost unit sales ahead of a refresh cycle. AMD Stock Jumps on Ryzen Price Cut Ahead of a Rumored Refresh
• Neutral Sentiment: Sector tailwind: easing geopolitical tensions boosted chip names broadly (Nvidia, AMD), providing short‑term market support but not altering company fundamentals. Nvidia, AMD Rally As War Fears Ease
• Neutral Sentiment: New AI inference platforms (e.g., Gimlet Labs’ multi‑silicon cloud) highlight multi‑vendor demand for inference hardware — a potential incremental market for AMD but uncertain in timing/scale. AI Inference Software Innovator Gimlet Labs Ushers in New Era
• Neutral Sentiment: Short‑interest data released today shows an anomalous zero figure and 0.0 days to cover — the print looks erroneous and shouldn’t be interpreted as genuine investor positioning. (internal data entry)
• Negative Sentiment: Competitive and valuation concerns persist: multiple pieces contrast AMD with Nvidia (NVDA dominant in AI/data center) and warn of AI hype/valuation pressure, which can cap upside or increase volatility for AMD stock. Nvidia vs AMD: The 2026 AI Chip Showdown
• Negative Sentiment: Some coverage warns Samsung’s closer memory tie could allow Samsung to gain strategic leverage into AMD’s AI supply chain — framed as a potential competitive/partner risk. Samsung Just Found a Shocking New Way Into AMD’s AI Push

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.