Banque Transatlantique SA Has $33.51 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Banque Transatlantique SA boosted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 6.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 207,175 shares of the semiconductor manufacturer’s stock after purchasing an additional 11,638 shares during the period. Advanced Micro Devices comprises 0.8% of Banque Transatlantique SA’s portfolio, making the stock its 24th biggest holding. Banque Transatlantique SA’s holdings in Advanced Micro Devices were worth $33,511,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of AMD. Impax Asset Management Group plc increased its position in Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after purchasing an additional 39,861 shares during the period. Global Retirement Partners LLC acquired a new position in Advanced Micro Devices during the 2nd quarter valued at about $4,519,000. Swiss National Bank boosted its stake in shares of Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after purchasing an additional 341,000 shares during the last quarter. New York State Common Retirement Fund raised its stake in shares of Advanced Micro Devices by 8.4% during the second quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock worth $317,748,000 after buying an additional 172,745 shares during the last quarter. Finally, Zweig DiMenna Associates LLC boosted its stake in Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after acquiring an additional 40,708 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AMD has been the subject of several recent research reports. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. DA Davidson raised Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. China Renaissance began coverage on shares of Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price target on the stock. Finally, TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. 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 company’s stock. According to MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the transaction, the executive vice president directly owned 129,598 shares in the company, valued at $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 154,392 shares of company stock worth $33,120,933. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $193.39 on Friday. The business’s 50 day moving average price is $216.16 and its two-hundred day moving average price is $209.83. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The company has a market cap of $315.30 billion, a PE ratio of 72.98, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. 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 (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $9.65 billion. During the same period in the prior year, the firm earned $1.09 earnings per share. The company’s revenue was up 34.1% on a year-over-year basis. On average, analysts predict 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: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

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.