6,222 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Neo Ivy Capital Management

Neo Ivy Capital Management acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm acquired 6,222 shares of the semiconductor manufacturer’s stock, valued at approximately $1,007,000.

Several other hedge funds have also recently modified their holdings of AMD. Impax Asset Management Group plc grew its position in shares of Advanced Micro Devices by 326.5% during the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after acquiring an additional 39,861 shares during the period. Global Retirement Partners LLC bought a new position in shares of Advanced Micro Devices during the 2nd quarter worth $4,519,000. Swiss National Bank increased its holdings in Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after acquiring an additional 341,000 shares during the last quarter. New York State Common Retirement Fund raised its stake in Advanced Micro Devices by 8.4% in the 2nd quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock valued at $317,748,000 after acquiring an additional 172,745 shares during the period. Finally, Zweig DiMenna Associates LLC raised its stake in Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after acquiring an additional 40,708 shares during the period. Institutional investors own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Evercore restated an “outperform” rating and set a $358.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $345.00 price target on shares of Advanced Micro Devices in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

More Advanced Micro Devices News

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

Insider Buying and Selling

In related news, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was 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 $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 271,892 shares of company stock worth $58,476,908 in the last quarter. 0.06% of the stock is owned by insiders.

Advanced Micro Devices Stock Down 3.5%

AMD opened at $192.50 on Friday. The business’s fifty day simple moving average is $217.77 and its 200 day simple moving average is $208.91. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The stock has a market cap of $313.85 billion, a PE ratio of 72.64, a P/E/G ratio of 0.73 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last issued 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. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the previous year, the company posted $1.09 earnings per share. The company’s revenue was up 34.1% compared to the same quarter last year. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal 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.