Munich Reinsurance Co Stock Corp in Munich Takes Position in Advanced Micro Devices, Inc. $AMD

Munich Reinsurance Co Stock Corp in Munich acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the third quarter, HoldingsChannel reports. The fund acquired 172,711 shares of the semiconductor manufacturer’s stock, valued at approximately $27,943,000.

A number of other hedge funds also recently added to or reduced their stakes in the stock. ORG Wealth Partners LLC boosted its stake in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. grew its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 61 shares during the period. Pinney & Scofield Inc. increased its stake in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares in the last quarter. Aviso Financial Inc. increased its stake in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 160 shares in the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in Advanced Micro Devices during the second quarter worth $34,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AMD signed a multi‑year, gigawatt‑scale AI deal with Meta that validates its Instinct GPUs and EPYC CPUs for hyperscaler AI deployments — a material revenue and credibility win that supports multi‑year AI growth expectations. Advanced Micro Devices (AMD) Signs Multi-Year Meta AI Deal
• Positive Sentiment: Flex expanded U.S. production of AMD Instinct GPU platforms in Austin, strengthening AMD’s supply resilience and U.S. manufacturing footprint — a plus if export restrictions push more on‑shore sourcing. Flex’s U.S. AMD GPU Production Deepens AI Data Center Role
• Positive Sentiment: AMD expanded its Ryzen AI 400 Series and PRO lineup (Copilot+ support, up to ~60 TOPS), broadening its AI PC addressable market and product roadmap beyond data‑center GPUs. AMD Expands AI Portfolio With New Ryzen Chips
• Neutral Sentiment: Technical and analyst notes show mixed signals — some outlets flag a potential rebound around ~$200 support while others describe the stock as in a neutral technical range; traders will watch that level closely for stability. AMD: High-Conviction Rebound Brewing At $200 Support
• Neutral Sentiment: Short‑interest reporting in recent feeds shows zero/erroneous values (likely a data issue), so there’s no clear evidence of elevated short pressure from that dataset.
• Negative Sentiment: Reports that the U.S. is drafting broad export rules for AI accelerators — potentially requiring government approval for many overseas sales — are the primary catalyst for today’s weakness; this could slow international revenue growth and complicate customer engagements. U.S. Plans New AI Chip Export Rules That Could Hurt Nvidia And AMD Stock
• Negative Sentiment: Some analysts remain cautious or unimpressed despite recent wins, which can cap near‑term upside and amplify volatility when negative headlines hit. A Top Wall Street Analyst Remains Unimpressed with AMD Stock
• Negative Sentiment: Coverage noting the stock’s pullback (roughly mid‑March weakness and declines since the February earnings pop) highlights that sentiment can turn quickly; investors should weigh regulatory risk against strong fundamentals before adding exposure. Advanced Micro Devices (AMD) Down 16% Since FQ4 2025 Earnings, Here’s Why

Advanced Micro Devices Trading Down 3.5%

Advanced Micro Devices stock opened at $192.50 on Friday. The stock has a 50-day moving average price of $217.77 and a 200 day moving average price of $208.62. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a market cap of $313.85 billion, a PE ratio of 72.64, a P/E/G ratio of 0.75 and a beta of 1.98. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for 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%. 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 company earned $1.09 EPS. Equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the 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 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 sale was disclosed in a document filed with the SEC, which is available through this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on 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 sale, the chief executive officer owned 3,152,476 shares in the company, valued at $675,764,755.36. This trade represents a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Morgan Stanley decreased their target price on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $230.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, The Goldman Sachs Group lifted their target price on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 25th. One analyst has 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’s stock. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average target price of $290.53.

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.