Impax Asset Management Group plc Has $8.42 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Impax Asset Management Group plc grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 326.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 52,068 shares of the semiconductor manufacturer’s stock after acquiring an additional 39,861 shares during the quarter. Impax Asset Management Group plc’s holdings in Advanced Micro Devices were worth $8,424,000 at the end of the most recent reporting period.

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Evercore boosted their price target on Advanced Micro Devices from $283.00 to $328.00 and gave the company an “outperform” rating in a research note on Wednesday, February 4th. China Renaissance began coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price on the stock. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. Robert W. Baird set a $300.00 price objective on Advanced Micro Devices in a research note on Wednesday, November 5th. Finally, TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $290.11.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This trade represents a 3.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the completion of the sale, the executive vice president directly owned 1,714,505 shares of the company’s stock, valued at approximately $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 164,000 shares of company stock valued at $36,034,173 over the last 90 days. 0.06% of the stock is currently owned by corporate insiders.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Phillip Securities upgraded AMD from “moderate buy” to “strong‑buy,” giving buy‑side momentum and supporting near‑term demand for the shares. Zacks: Phillip Securities Upgrade
• Positive Sentiment: Reports that AMD will adopt LPDDR6 memory for its Medusa Halo chips lifted sentiment because LPDDR6 can improve power/performance in AI/edge and mobile workloads — a tangible product roadmap catalyst. AMD Stock Gains on LPDDR6 Reports
• Positive Sentiment: AMD (with NVIDIA) announced new GPU game bundles aimed at PC gamers — a demand stimulus for discrete GPUs and channel promotions that can help near‑term GPU sell‑through. AMD and Nvidia Court PC Gamers
• Positive Sentiment: Bullish analysis pieces argue AMD’s AI/datacenter inflection is underway, providing a fundamental case for upside if execution continues. AMD’s Inflection Is Here
• Neutral Sentiment: Industry comparison pieces (Broadcom vs. AMD and AMD vs. NVDA) reinforce that AMD is a core AI exposure but that relative performance depends on product mix, margins and datacenter share gains — useful context but not immediate catalysts. Broadcom Vs. AMD
• Neutral Sentiment: Corporate hire: AMD named Ariel Kelman as Chief Marketing Officer — a governance/branding move that may help go‑to‑market execution but is not a near‑term financial driver. AMD Hires Ariel Kelman as CMO
• Negative Sentiment: Investors reacted negatively to Q4 results and modest Q1 guidance: coverage highlighted an ~11% post‑earnings drop as guidance/seasonality concerns weighed on the stock. AMD Plunges 11% Post Q4 Earnings
• Negative Sentiment: Critical research pieces question parts of AMD’s story and raise valuation/execution skepticism — these amplify short‑term selling pressure and cautious positioning. AMD: Something Doesn’t Add Up
• Negative Sentiment: Opinion pieces (e.g., “Sell AMD Stock At $215?”) argue trimming exposure after the recent run and volatility — adds to cautious retail/DIY investor sentiment. Sell AMD Stock At $215?

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $213.58 on Thursday. The company has a market capitalization of $348.22 billion, a PE ratio of 80.60, a P/E/G ratio of 0.80 and a beta of 1.94. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The firm has a fifty day simple moving average of $221.74 and a 200 day simple moving average of $205.66.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results 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. The firm had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business’s revenue was up 34.1% compared to the same quarter last year. During the same period last year, the business posted $1.09 EPS. On average, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices Company 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.