Advanced Micro Devices, Inc. $AMD Shares Acquired by Achmea Investment Management B.V.

Achmea Investment Management B.V. lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 160.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 53,724 shares of the semiconductor manufacturer’s stock after buying an additional 33,079 shares during the quarter. Achmea Investment Management B.V.’s holdings in Advanced Micro Devices were worth $8,691,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Oarsman Capital Inc. grew its stake in Advanced Micro Devices by 9.7% during the 3rd quarter. Oarsman Capital Inc. now owns 3,972 shares of the semiconductor manufacturer’s stock valued at $643,000 after purchasing an additional 350 shares in the last quarter. Ariadne Wealth Management LP acquired a new stake in shares of Advanced Micro Devices during the third quarter worth approximately $202,000. WBI Investments LLC bought a new stake in shares of Advanced Micro Devices in the third quarter worth $419,000. Kensington Investment Counsel LLC boosted its stake in Advanced Micro Devices by 9.1% during the 3rd quarter. Kensington Investment Counsel LLC now owns 3,567 shares of the semiconductor manufacturer’s stock valued at $577,000 after acquiring an additional 298 shares during the last quarter. Finally, Centaurus Financial Inc. grew its holdings in Advanced Micro Devices by 12.4% during the 3rd quarter. Centaurus Financial Inc. now owns 41,157 shares of the semiconductor manufacturer’s stock worth $6,659,000 after acquiring an additional 4,531 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $199.46 on Thursday. The firm has a market capitalization of $325.20 billion, a PE ratio of 75.27, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. The firm has a 50-day moving average price of $215.10 and a 200 day moving average price of $210.79. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. 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 released 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 analyst estimates of $9.65 billion. During the same period in the prior year, the company earned $1.09 EPS. Advanced Micro Devices’s revenue for the quarter was up 34.1% on a year-over-year basis. Research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Lisa T. Su sold 85,000 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the transaction, the chief executive officer directly owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. This represents a 2.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 239,392 shares of company stock valued at $50,016,383 over the last ninety days. 0.06% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of research reports. KeyCorp reiterated an “overweight” rating and issued a $330.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Morgan Stanley lowered their price target on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Benchmark reiterated a “buy” rating and issued a $325.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. 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, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Key Advanced Micro Devices News

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

• Positive Sentiment: Samsung MOU to supply HBM4 and optimized DRAM for AMD’s next‑gen Instinct MI455X and EPYC chips reduces a key AI‑memory bottleneck and opens talks on foundry services — a direct supply‑chain win for AMD’s data‑center ramp. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD + Celestica announced the open‑standard Helios rack‑scale AI platform (built around AMD Instinct accelerators), which can broaden AMD’s route into hyperscale and enterprise deployments and reduce customer lock‑in. AMD and Celestica Bring Helios
• Positive Sentiment: Multiple reports and analyst commentary (including post‑GTC reads) suggest the AI infrastructure cycle is expanding and AMD’s open‑standards/MI455X memory advantage could win hyperscaler designs — reinforcing the bull case for share gains in servers and AI. The Nvidia GTC Has Been Very Bullish For AMD
• Neutral Sentiment: Product leaks/refreshes (Ryzen/ZEN and RDNA 5) show R&D progress that could help PC and GPU cycles, but final performance, partner wins and timing remain uncertain. AMD Stock Jumps on Ryzen Leak
• Neutral Sentiment: Reported short‑interest data show no meaningful build, so short dynamics are not driving the move.
• Negative Sentiment: CEO Lisa Su’s sale of 85,000 shares (~$16.9M) is disclosed and can weigh on near‑term sentiment even if it’s routine diversification. Insider Sale SEC Filing
• Negative Sentiment: Macro and competitive risks persist — oil‑supply shocks and continued Nvidia momentum (and China export/licensing dynamics) could increase volatility and cap upside if growth expectations are trimmed. Oil Supply Disruptions and Chip Stocks

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.