Ameriprise Financial Inc. Raises Stock Holdings in Advanced Micro Devices, Inc. $AMD

Ameriprise Financial Inc. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.9% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,191,552 shares of the semiconductor manufacturer’s stock after acquiring an additional 62,593 shares during the period. Ameriprise Financial Inc. owned approximately 0.13% of Advanced Micro Devices worth $354,802,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in AMD. Vanguard Group Inc. lifted its position in Advanced Micro Devices by 0.9% during the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock valued at $25,238,876,000 after purchasing an additional 1,348,892 shares during the period. State Street Corp boosted its holdings in Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after purchasing an additional 581,330 shares during the last quarter. Norges Bank bought a new stake in Advanced Micro Devices in the 2nd quarter worth approximately $3,094,662,000. Amundi raised its stake in Advanced Micro Devices by 17.5% during the 3rd quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock valued at $2,181,937,000 after buying an additional 2,012,865 shares during the last quarter. Finally, Invesco Ltd. raised its stake in Advanced Micro Devices by 6.5% during the 3rd quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock valued at $2,159,640,000 after buying an additional 813,844 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of research reports. Sanford C. Bernstein set a $235.00 price target on Advanced Micro Devices in a research note on Wednesday, February 4th. Raymond James Financial initiated coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price objective for the company. Jefferies Financial Group reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. Finally, Evercore restated an “outperform” rating and set a $358.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. 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’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $196.58 on Tuesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock has a 50-day simple moving average of $215.67 and a two-hundred day simple moving average of $210.63. The firm has a market capitalization of $320.51 billion, a PE ratio of 74.18, a P/E/G ratio of 0.73 and a beta of 1.98. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter last year, the company earned $1.09 earnings per share. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. Analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Advanced Micro Devices News

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

• Positive Sentiment: Celestica partnership to commercialize “Helios” rack-scale AI platform should expand AMD’s route to market for data‑center GPUs and strengthen its AI-infrastructure footprint. Celestica and AMD Announce Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes legal overhang and gives AMD access to additional semiconductor IP — a clearance that reduces legal risk and could accelerate product development. AMD Ties Up With Adeia
• Positive Sentiment: U.S. export-policy reversal eases restrictions on advanced AI accelerator sales overseas, widening AMD’s addressable market for Instinct GPUs and easing regulatory uncertainty for data‑center ramp. US Export Reversal Clears Path
• Positive Sentiment: Expanded manufacturing/assembly ties (Flex, and Celestica activity) support supply scaling for AMD Instinct platforms and reduce execution risk on large cloud/customer orders. Assessing Flex Valuation After Expanded AMD Partnership
• Positive Sentiment: Multiple analysts remain bullish on AMD’s AI growth path and have reiterated favorable ratings/targets, providing support for the stock amid ongoing AI demand optimism. Analysts Stay Bullish on AI Demand
• Neutral Sentiment: Early reports that RDNA 5 GPUs show improved performance vs. prior generations could help AMD in graphics and inference workloads, but impact depends on final benchmarks and partner design wins. RDNA 5 GPUs May Even the Playing Field
• Neutral Sentiment: Reported short interest data shows no meaningful change (no indication of a large short squeeze or build), so short‑interest dynamics are not a current driver.
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at reported average price), part of a broader pattern of insider selling that some investors view as a near‑term headwind for sentiment. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Some Wall Street voices (Goldman, D.A. Davidson) and macro factors (oil‑supply driven market volatility) have flagged near‑term risks and estimate caution, which could pressure the stock if growth expectations are trimmed. Analyst Caution Oil Supply Disruptions and Chip Stocks

Insider Activity

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 shares were 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 directly owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 239,392 shares of company stock valued at $50,016,383. 0.06% of the stock is owned by insiders.

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.