Natixis Advisors LLC Boosts Position in Advanced Micro Devices, Inc. $AMD

Natixis Advisors LLC raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 12.8% during the third quarter, Holdings Channel reports. The firm owned 1,285,093 shares of the semiconductor manufacturer’s stock after buying an additional 146,269 shares during the quarter. Natixis Advisors LLC’s holdings in Advanced Micro Devices were worth $207,915,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Norges Bank bought a new position in Advanced Micro Devices in the second quarter worth about $3,094,662,000. Jennison Associates LLC bought a new stake in Advanced Micro Devices during the 3rd quarter valued at approximately $626,826,000. Nordea Investment Management AB grew its holdings in shares of Advanced Micro Devices by 203.7% during the 3rd 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 during the period. Rafferty Asset Management LLC grew its holdings in shares of Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. raised its position in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after acquiring an additional 2,281,508 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on AMD. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Evercore reissued an “outperform” rating and issued a $358.00 target price on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, DA Davidson upgraded Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices 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 sale, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction 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 sale, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 271,892 shares of company stock worth $58,476,908 in the last quarter. 0.06% of the stock is owned by corporate insiders.

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 Stock Performance

NASDAQ AMD opened at $192.50 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The business has a 50-day moving average price of $217.77 and a 200-day moving average price of $208.91. The firm has a market cap of $313.85 billion, a price-to-earnings ratio of 72.64, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.21. The firm 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 company’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter last year, the business posted $1.09 earnings per share. As a group, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.