ABN Amro Investment Solutions Sells 76,854 Shares of Advanced Micro Devices, Inc. $AMD

ABN Amro Investment Solutions lessened its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 23.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 248,364 shares of the semiconductor manufacturer’s stock after selling 76,854 shares during the quarter. ABN Amro Investment Solutions’ holdings in Advanced Micro Devices were worth $40,183,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in AMD. Impax Asset Management Group plc increased its holdings in Advanced Micro Devices by 326.5% during the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after acquiring an additional 39,861 shares during the period. Waterfront Wealth Inc. purchased a new position in shares of Advanced Micro Devices during the 2nd quarter valued at $1,145,000. Global Retirement Partners LLC bought a new position in shares of Advanced Micro Devices in the second quarter worth $4,519,000. Cornercap Investment Counsel Inc. raised its position in shares of Advanced Micro Devices by 43.3% in the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after buying an additional 3,702 shares in the last quarter. Finally, Swiss National Bank raised its position in shares of Advanced Micro Devices by 7.5% in the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after buying an additional 341,000 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president directly owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This trade represents a 6.08% 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 291,342 shares of company stock valued at $62,938,155 over the last three months. 0.06% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. KeyCorp upped their target price on Advanced Micro Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 4th. CICC Research raised Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a report on Friday, November 7th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Stifel Nicolaus increased their price target on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $288.17.

Advanced Micro Devices Trading Up 0.7%

NASDAQ AMD opened at $207.32 on Friday. The firm has a market cap of $338.02 billion, a PE ratio of 78.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.94. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The stock has a 50-day moving average of $221.32 and a 200-day moving average of $206.09. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same period in the previous year, the firm earned $1.09 EPS. The business’s quarterly revenue was up 34.1% on a year-over-year basis. As a group, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Arista Networks’ CEO said her firm is shifting workloads away from Nvidia toward AMD (now ~20–25% AMD vs. ~99% Nvidia a year ago), a near-term enterprise validation that likely helped demand expectations for AMD’s data-center chips. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Positive Sentiment: Analysts and coverage note AMD is gaining PC and server processor share from Intel, reinforcing revenue upside in CPUs which supports margins and data-center momentum. AMD Taking PC, Server Market Share From Intel
• Positive Sentiment: Leaked windows for AMD’s next‑gen GPU release lifted sentiment around product cadence and future AI/graphics revenue. Timelines can re-rate expectations for the GPU roadmap. AMD Stock Gains Alongside Leaked Next-Gen GPU Release Window
• Positive Sentiment: Reports flag AMD’s aggressive data-center growth targets (big expansion plans and revenue goals), which supports the investment case for continued server share gains and AI exposure. AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
• Neutral Sentiment: Aggregate analyst/forecast summaries show mixed views — momentum in 2025–26 is strong but valuation and AI competition create divergent price targets. Advanced Micro Devices Stock Forecast: Trending Views From Analysts
• Neutral Sentiment: Options-market commentary and short‑interest data items have produced noise; some derivatives flows suggest traders are pricing continued volatility around AI narratives. Options Markets Fires Warning Shot at Advanced Micro Devices Stock (AMD)
• Negative Sentiment: CEO Lisa Su sold 125,000 shares (~$26.8M) on Feb. 11, trimming her position by ~3.8% — insider selling can be viewed as a near-term headwind for sentiment. SEC filing — Lisa T. Su Form 4
• Negative Sentiment: EVP Forrest Norrod also sold shares (~19,450 shares, ~$4.2M) on Feb. 11, another insider sale that may weigh on sentiment when paired with the CEO sale. SEC filing — Forrest E. Norrod Form 4
• Negative Sentiment: Quiver/13F estimates show Wells Fargo’s fund materially trimmed AMD exposure in the most recent filing period, signaling some institutional repositioning away from the name. Fund Update: WELLS FARGO & COMPANY|MN Just Disclosed New Holdings
• Negative Sentiment: Some analysts warn AMD lags in networking and software stack areas, which could be a medium-term headwind if competitors strengthen integrated offerings. AMD is falling behind, warns this analyst who says other chip stocks are better bets

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.