Krane Funds Advisors LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

Krane Funds Advisors LLC purchased a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 6,547 shares of the semiconductor manufacturer’s stock, valued at approximately $1,059,000.

Other institutional investors have also recently made changes to their positions in the company. HHM Wealth Advisors LLC increased its holdings in Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after buying an additional 40 shares during the last quarter. HBK Sorce Advisory LLC boosted its stake in shares of Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after acquiring an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB grew its position in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after acquiring an additional 43 shares during the period. Moseley Investment Management Inc. grew its position in shares of Advanced Micro Devices by 0.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after acquiring an additional 44 shares during the period. Finally, OneAscent Family Office LLC increased its stake in shares of Advanced Micro Devices by 2.6% in the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after purchasing an additional 44 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Erste Group issued an optimistic earnings estimate for AMD, reinforcing the company’s beat/raise momentum and supporting near‑term fundamentals. Erste Group Bank Issues Optimistic Estimate for AMD Earnings
• Positive Sentiment: Industry writeups (MarketBeat) highlight AMD’s upcoming data‑center catalysts (MI450 GPUs and Helios rack‑scale solutions) and note analyst upgrades after the post‑earnings pullback — a bullish medium‑term catalyst if execution meets expectations.
• Positive Sentiment: A MarketBeat feature on the AI supply chain reminds investors that durable demand for chips and related infrastructure underpins secular growth for chip designers like AMD; this supports the long‑term thesis despite near‑term volatility. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Neutral Sentiment: Yahoo Finance asks whether AMD is attractively priced after the recent pullback — the piece frames the decline as a valuation reset that some investors view as a buying opportunity while others remain cautious. Is Advanced Micro Devices (AMD) Still Attractively Priced After Recent Share Price Pullback?
• Neutral Sentiment: Forbes compares AMD vs. NVIDIA as AI stocks, underscoring that investors are weighing AMD’s CPU/GPU roadmap and value against NVIDIA’s dominant AI GPU leadership — a debate that keeps relative performance swings likely. AMD Vs. NVIDIA: Which AI Stock Is The Better Buy For 2026?
• Neutral Sentiment: Industry grouping activity: a new Active Copper Cable MSA aims to standardize data‑center interconnects — helpful for the ecosystem but an indirect/longer‑term positive for chip and system vendors. Thirteen Industry Leaders Unite to Define Active Copper Cable Standards
• Negative Sentiment: Billionaire David Tepper trimmed positions in both NVIDIA and AMD to buy other AI names — a high‑profile sell signal that can amplify short‑term weakness by prompting flow rotations out of AMD. This Billionaire Just Sold Nvidia and AMD Shares to Buy These AI Stocks
• Negative Sentiment: NVIDIA’s stock movement ahead of its earnings report is attracting sector attention and flows; several headlines note AMD lagging intra‑day as investors rotate into NVDA ahead of its print, which creates near‑term pressure on AMD. Nvidia Stock Is Rising Ahead of Earnings. Why the Move Means Less Than You Think.

Insider Activity

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred on 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 completion of 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This represents a 12.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 271,892 shares of company stock worth $58,476,908 over the last 90 days. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Down 1.8%

Advanced Micro Devices stock opened at $196.60 on Tuesday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The firm’s 50 day moving average price is $219.46 and its 200-day moving average price is $207.52. 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 stock has a market cap of $320.54 billion, a P/E ratio of 74.19, a PEG ratio of 0.75 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period last year, the company posted $1.09 earnings per share. On average, equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

AMD has been the topic of several analyst reports. JPMorgan Chase & Co. lifted their target price on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, November 5th. Piper Sandler raised their price objective on Advanced Micro Devices from $280.00 to $300.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Bank of America reiterated a “buy” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, December 2nd. Finally, Citigroup restated a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $288.17.

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.