18,631 Shares in Advanced Micro Devices, Inc. $AMD Bought by Arvest Bank Trust Division

Arvest Bank Trust Division acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 18,631 shares of the semiconductor manufacturer’s stock, valued at approximately $3,014,000.

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

Insiders Place Their Bets

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred 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 represents a 6.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 291,342 shares of company stock worth $62,938,155 in the last ninety days. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Up 0.7%

Shares of AMD stock opened at $207.32 on Tuesday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The business’s 50 day moving average is $221.05 and its two-hundred day moving average is $206.50. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The company 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 (NASDAQ:AMD) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business’s quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.09 EPS. Equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Wall Street bullish — several analyst notes argue AMD has roughly 40% upside thanks to accelerating data-center and PC demand, underpinning renewed buy-side conviction. Read More.
• Positive Sentiment: Strategic India expansion — AMD and Tata Consultancy Services (TCS) will deploy a 200MW Helios rack-scale AI architecture in India to support large-scale AI training/inference for enterprises and sovereign AI initiatives, broadening AMD’s addressable AI market outside the U.S. Read More.
• Positive Sentiment: Deepening Tata alliance — coverage highlights AMD’s push to challenge NVIDIA in India via a deeper AI alliance with Tata, which could accelerate adoption of AMD inference/training platforms in a fast-growing market. Read More.
• Positive Sentiment: Analyst upgrades / consensus — AMD received a DA Davidson upgrade and an overall “moderate buy” consensus from analysts, supporting momentum in the stock. Upgrades can attract flows and lift short-term sentiment. Read More.
• Positive Sentiment: Institutional & thematic interest — inclusion in AI stock roundups and ownership by sustainability-focused funds highlights demand from thematic and ESG investors who favor AMD for digital infrastructure exposure. Read More.
• Neutral Sentiment: Comparative analysis — industry write-ups compare AMD vs. peers (e.g., Navitas, NVIDIA), noting AMD’s strong data-center growth and valuation dynamics; useful context but not an immediate catalyst. Read More.
• Neutral Sentiment: Short-interest data appears to be an anomaly — a reported “increase” showed zero shares and NaN changes, indicating a likely reporting error; no clear short-squeeze signal from this data. (data item)
• Negative Sentiment: Insider selling — CEO insider sales totaling roughly $26.8M were reported; while insider sales don’t always indicate long-term trouble, they can weigh on near-term sentiment and be used by bears as a caution. Read More.

Wall Street Analyst Weigh In

AMD has been the topic of several recent research reports. Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Sanford C. Bernstein set a $235.00 target price on Advanced Micro Devices in a report on Wednesday, February 4th. JPMorgan Chase & Co. raised their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Susquehanna restated a “positive” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Friday, October 31st. Finally, Piper Sandler upped their target price on Advanced Micro Devices from $280.00 to $300.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. One 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 company’s stock. Based on data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average price target of $288.17.

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.