Lansforsakringar Fondforvaltning AB publ Grows Stock Holdings in Advanced Micro Devices, Inc. $AMD

Lansforsakringar Fondforvaltning AB publ increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 17.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 634,695 shares of the semiconductor manufacturer’s stock after buying an additional 95,291 shares during the quarter. Advanced Micro Devices makes up about 0.5% of Lansforsakringar Fondforvaltning AB publ’s investment portfolio, making the stock its 27th largest position. Lansforsakringar Fondforvaltning AB publ’s holdings in Advanced Micro Devices were worth $102,687,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Dearborn Partners LLC grew its position in shares of Advanced Micro Devices by 1.4% during the third quarter. Dearborn Partners LLC now owns 5,037 shares of the semiconductor manufacturer’s stock worth $815,000 after purchasing an additional 70 shares in the last quarter. Journey Advisory Group LLC boosted its stake in Advanced Micro Devices by 1.9% in the 3rd quarter. Journey Advisory Group LLC now owns 5,399 shares of the semiconductor manufacturer’s stock worth $874,000 after purchasing an additional 101 shares during the period. Advyzon Investment Management LLC grew its holdings in Advanced Micro Devices by 10.1% during the 3rd quarter. Advyzon Investment Management LLC now owns 4,213 shares of the semiconductor manufacturer’s stock valued at $682,000 after buying an additional 387 shares in the last quarter. White Pine Capital LLC grew its holdings in Advanced Micro Devices by 58.9% during the 3rd quarter. White Pine Capital LLC now owns 12,363 shares of the semiconductor manufacturer’s stock valued at $2,000,000 after buying an additional 4,581 shares in the last quarter. Finally, Heartland Bank & Trust Co raised its position in shares of Advanced Micro Devices by 0.5% during the third quarter. Heartland Bank & Trust Co now owns 15,081 shares of the semiconductor manufacturer’s stock valued at $2,440,000 after buying an additional 77 shares during the last quarter. 71.34% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other 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 value of $572,453.64. Following the completion of the sale, the senior vice president 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 Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices 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 directly 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 sold 271,892 shares of company stock valued at $58,476,908 over the last three months. 0.06% of the stock is owned by company insiders.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Benchmark reaffirmed a Buy and $325 price target, saying AMD could generate “tens of billions” in AI revenue by 2027 — a bullish analyst endorsement that supports longer‑term growth expectations and demand for EPYC/Instinct products. Benchmark Sees Advanced Micro Devices (AMD) Generating Tens of Billions in AI Revenue by 2027
• Positive Sentiment: AMD agreed to guarantee a $300M loan to Crusoe so the startup can buy and deploy AMD AI accelerators in a new Ohio data center — a demand‑creation move (similar to Nvidia’s strategy) that helps convert capacity into near‑term sales. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: Design‑win/newsflow in India: reports say AMD will supply AI chips for a large (200MW) data‑center buildout and OpenAI/Tata projects are expanding Indian AI infrastructure — more enterprise/edge demand and geographic diversification for AMD’s server business. After AMD, OpenAI Partners With Tata To Build Massive 1GW AI Data Center In India
• Neutral Sentiment: AMD publicly pushed back on delay rumors, saying MI455X shipments remain on track for H2 2026 — reduces execution uncertainty but is neutral until shipments and revenue show up. AMD Responds to Rumors About Potential Delays
• Neutral Sentiment: Market and analyst context: Street attention remains high (many buy ratings and a median 12‑month target around ~$291), which supports conviction for bulls but also sets up sensitivity to quarterly guidance. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Heavy insider selling noted in recent data (multiple senior executives have sold stock), which can be read negatively by some investors as a signal to trim positions. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Competitive and sector headwinds: Nvidia continues to post large multiyear deals (Meta supply pact, heavy OpenAI-linked investment reports), which can draw investor rotation and push relative expectations higher for NVDA vs. AMD. Nvidia (NVDA) Partners With Meta Platforms in Multiyear Deal for Millions of Blackwell and Rubin AI Chips
• Negative Sentiment: Macro/sector softness and short‑term selling: chip stocks showed early weakness after hotter PCE and signs of “AI exhaustion” in trading themes — that pressure contributed to AMD’s pullback today. NVDA, INTC and AMD Forecast – Chips Look a Touch Soft Early Friday

Analyst Ratings Changes

AMD has been the subject of a number of research reports. Evercore upped their target price on shares of Advanced Micro Devices from $283.00 to $328.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. CICC Research upgraded 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 note on Friday, November 7th. KeyCorp raised their price objective on Advanced Micro Devices from $270.00 to $300.00 and gave the company an “overweight” rating in a research report on Wednesday, February 4th. Raymond James Financial initiated coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price on the stock. Finally, DA Davidson upgraded Advanced Micro Devices to a “hold” rating in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average price target of $288.17.

Advanced Micro Devices Trading Down 1.6%

Shares of NASDAQ AMD opened at $200.15 on Friday. 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 2.85 and a quick ratio of 2.01. The business’s 50 day moving average is $219.68 and its two-hundred day moving average is $207.04. The stock has a market capitalization of $326.33 billion, a P/E ratio of 75.53, a PEG ratio of 0.75 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last announced its 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. The firm had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter in the previous 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 year.

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.