UniSuper Management Pty Ltd Raises Holdings in Advanced Micro Devices, Inc. $AMD

UniSuper Management Pty Ltd lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 5.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 403,379 shares of the semiconductor manufacturer’s stock after purchasing an additional 22,226 shares during the period. UniSuper Management Pty Ltd’s holdings in Advanced Micro Devices were worth $65,263,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in Advanced Micro Devices in the second quarter valued at approximately $3,094,662,000. Jennison Associates LLC acquired a new position in shares of Advanced Micro Devices in the 3rd quarter valued at $626,826,000. Nordea Investment Management AB raised its position in Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after purchasing an additional 2,619,294 shares during the last quarter. Rafferty Asset Management LLC boosted its stake in Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after purchasing an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. grew its position in Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after purchasing an additional 2,281,508 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $259.68 on Friday. The business has a 50 day moving average price of $218.66 and a 200 day moving average price of $198.45. The company has a market capitalization of $422.77 billion, a P/E ratio of 128.56, a PEG ratio of 1.06 and a beta of 1.95. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The company had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. During the same period in the previous year, the business earned $0.92 earnings per share. Advanced Micro Devices’s quarterly revenue was up 35.6% compared to the same quarter last year. Sell-side analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

More Advanced Micro Devices News

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Wall Street Analyst Weigh In

A number of brokerages have recently commented on AMD. Wolfe Research set a $300.00 target price on shares of Advanced Micro Devices and gave the company an “outperform” rating in a report on Tuesday, October 14th. China Renaissance initiated coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They set a “buy” rating and a $291.00 price objective for the company. Deutsche Bank Aktiengesellschaft set a $235.00 price objective on Advanced Micro Devices and gave the stock a “hold” rating in a research report on Tuesday, October 14th. Susquehanna reissued a “positive” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Friday, October 31st. Finally, Wedbush restated an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Two equities research analysts have 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. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $279.67.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 164,000 shares of company stock valued at $36,034,173 in the last quarter. Insiders own 0.06% of the company’s stock.

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.