AIA Group Ltd Raises Position in Advanced Micro Devices, Inc. $AMD

AIA Group Ltd increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 52.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 19,309 shares of the semiconductor manufacturer’s stock after buying an additional 6,661 shares during the quarter. AIA Group Ltd’s holdings in Advanced Micro Devices were worth $3,124,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Keel Point LLC lifted its position in Advanced Micro Devices by 2.9% during the 3rd quarter. Keel Point LLC now owns 6,317 shares of the semiconductor manufacturer’s stock worth $1,022,000 after acquiring an additional 179 shares in the last quarter. Garde Capital Inc. grew its position in Advanced Micro Devices by 44.8% in the third quarter. Garde Capital Inc. now owns 1,310 shares of the semiconductor manufacturer’s stock valued at $212,000 after acquiring an additional 405 shares in the last quarter. CTC Alternative Strategies Ltd. acquired a new stake in Advanced Micro Devices in the third quarter valued at approximately $243,000. Allworth Financial LP raised its stake in shares of Advanced Micro Devices by 26.9% during the third quarter. Allworth Financial LP now owns 87,543 shares of the semiconductor manufacturer’s stock valued at $14,164,000 after purchasing an additional 18,556 shares during the period. Finally, Swiss Life Asset Management Ltd raised its stake in shares of Advanced Micro Devices by 9.4% during the third quarter. Swiss Life Asset Management Ltd now owns 390,774 shares of the semiconductor manufacturer’s stock valued at $63,223,000 after purchasing an additional 33,705 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Trading Up 2.9%

AMD opened at $205.27 on Friday. The stock has a market capitalization of $334.67 billion, a PE ratio of 77.46, a P/E/G ratio of 0.75 and a beta of 1.98. The firm’s fifty day moving average price is $215.11 and its 200 day moving average price is $210.75. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period last year, the business earned $1.09 EPS. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on AMD. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. KeyCorp reaffirmed an “overweight” rating and set a $330.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Benchmark reiterated a “buy” rating and issued a $325.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Wedbush reissued an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Evercore restated an “outperform” rating and set a $358.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $290.53.

More Advanced Micro Devices News

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

• Positive Sentiment: Samsung signed an MOU to supply next‑gen HBM4 and discuss foundry services with AMD — a clear supply‑chain win that supports AMD’s upcoming MI455X accelerators and 6th‑Gen EPYC demand, easing a key bottleneck for AI GPUs. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD and Celestica unveiled the open‑standard Helios rack‑scale AI platform partnership — this can accelerate hyperscaler adoption, simplify deployments for customers, and strengthen AMD’s ecosystem versus closed stacks. As Celestica Partners with AMD
• Positive Sentiment: Micron’s blowout quarter highlights a supercharged AI memory cycle (HBM demand and pricing), which is a tailwind for AMD’s AI GPUs that require large HBM stacks — supports revenue/margin outlook for AI accelerators broadly. Micron’s Mic-Drop Quarter
• Positive Sentiment: AMD issued a public rebuttal around counterfeit Ryzen laptop stickers; the firm’s statement triggered a short‑term positive stock reaction — shows active brand/protection management and removed a specific near‑term overhang. AMD Stock Rises on a Counterfeit Ryzen Rebuttal
• Neutral Sentiment: RBC Capital kept a “Sector Perform” rating and $230 price objective — constructive for conviction in customer ramps (OpenAI, Meta) but not a bullish upgrade; an anchor for expectations. RBC Capital Maintains Sector Perform on AMD
• Neutral Sentiment: Reported short‑interest data this month shows anomalous zero/NaN figures — likely a reporting/data glitch, so not a meaningful signal for positioning.
• Negative Sentiment: Analysts flag Broadcom’s stronger near‑term AI revenue and hyperscaler demand as a preferable infrastructure play — a competitive risk that could shift incremental hyperscaler spend away from AMD. AMD vs. Broadcom
• Negative Sentiment: Sectorwide risks: reports of a helium shortage and other supply/operational shocks are weighing on chip stocks today, which can pressure AMD despite company‑specific positives. Why Are Semiconductor Chip Stocks Falling?
• Negative Sentiment: Nvidia is ramping H200 production in China and retains strong momentum — continued NVDA strength is the main competitive headwind for AMD in AI accelerators. Nvidia Restarts H200 Production

Advanced Micro Devices Company 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.