ABN AMRO Bank N.V. Has $2.07 Million Stock Position in Advanced Micro Devices, Inc. $AMD

ABN AMRO Bank N.V. boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 654.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,841 shares of the semiconductor manufacturer’s stock after purchasing an additional 11,139 shares during the quarter. ABN AMRO Bank N.V.’s holdings in Advanced Micro Devices were worth $2,070,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on AMD shares. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Piper Sandler raised their price objective on shares of Advanced Micro Devices from $280.00 to $300.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research report on Wednesday. Rosenblatt Securities restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday. Finally, CICC Research raised shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average target price of $290.11.

Advanced Micro Devices Stock Down 3.8%

Advanced Micro Devices stock opened at $192.50 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.85. The firm’s 50-day simple moving average is $222.11 and its 200 day simple moving average is $203.86. The stock has a market cap of $313.40 billion, a PE ratio of 72.64, a price-to-earnings-growth ratio of 0.83 and a beta of 1.94.

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, 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 firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter last year, the business posted $1.09 EPS. The company’s revenue for the quarter was up 34.1% on a year-over-year basis. Research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insiders Place Their Bets

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

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Q4 beat and strong data‑center performance — AMD reported a better‑than‑expected quarter (EPS and revenue upside, robust Data Center growth), which underpins the company’s multi‑year AI narrative and long‑term targets. MarketBeat: AMD’s Post‑Earnings Dip Looks Like the Buying Window
• Positive Sentiment: High‑profile dip buyers — ARK Invest/ Cathie Wood and other institutional investors bought shares after the crash, providing demand support and signaling conviction among some large active managers. Barron’s: Cathie Wood’s ARK Bought AMD
• Positive Sentiment: Product pipeline remains a tailwind — upcoming MI450/MI400 accelerators and rack‑scale Helios solutions plus FPGA lineup expansion keep long‑term AI upside intact. These product catalysts are cited by bulls as reasons the sell‑off may be a buying opportunity. The Robot Report: AMD expands midrange FPGA offerings
• Neutral Sentiment: Analysts largely remain constructive — several firms reaffirmed buy/outperform ratings and some raised targets (Evercore, KeyCorp, Benchmark), creating a wide range of upside scenarios that investors are parsing. Benzinga: Analyst updates on AMD
• Negative Sentiment: Disappointing near‑term guidance and China revenue questions — the Q1 outlook and management’s comments that China AI chip revenue is effectively capped near ~$100M in Q1 raised sustainability concerns and sparked the sharp sell‑off. MarketWatch: Why AMD’s stock is diving after earnings
• Negative Sentiment: One‑off China boost flagged by analysts — some of the quarter’s data‑center upside was linked to near‑term China MI308 shipments, prompting skepticism about repeatability and near‑term AI revenue runway. Benzinga: Lisa Su on China AI revenue cap
• Negative Sentiment: High insider selling and heavy volume — recent disclosures show meaningful insider sales and elevated trading volumes, which can amplify downside during sentiment‑driven moves. QuiverQuant: Fund and insider activity

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.