Mizuho Markets Cayman LP Has $292,000 Stock Holdings in Advanced Micro Devices, Inc. $AMD

Mizuho Markets Cayman LP trimmed its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 98.2% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 1,802 shares of the semiconductor manufacturer’s stock after selling 98,748 shares during the period. Mizuho Markets Cayman LP’s holdings in Advanced Micro Devices were worth $292,000 as of its most recent filing with the SEC.

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

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform expands AMD’s route to market for Instinct accelerators and helps position AMD in large AI clusters. Celestica and AMD Announce Collaboration
• Positive Sentiment: U.S. export‑policy reversal eases restrictions on advanced AI accelerator sales abroad, removing a regulatory overhang and widening AMD’s addressable market for Instinct GPUs. US Export Reversal Clears Path
• Positive Sentiment: Multi‑year IP license and settlement with Adeia clears legal uncertainty and gives AMD access to additional semiconductor IP — a near‑term risk reduction that can accelerate product work. AMD Ties Up With Adeia
• Positive Sentiment: Expanded manufacturing/assembly ties (Flex, Celestica and others) support scaling of Instinct platforms and reduce execution risk on large cloud/customer orders. Assessing Flex Valuation After Expanded AMD Partnership
• Positive Sentiment: Several brokers and analysts remain bullish on AMD’s AI growth trajectory and have reiterated favorable ratings/targets, underpinning demand. Analysts Stay Bullish on AI Demand
• Neutral Sentiment: Early reports that RDNA 5 GPUs show improved performance could help AMD in graphics/inference, but final benchmarks and partner wins will determine commercial impact. RDNA 5 GPUs May Even the Playing Field
• Neutral Sentiment: Reported short‑interest data show no meaningful change, so short dynamics are not a current driver for price action.
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at the disclosed average), adding to a pattern of insider selling that can dent near‑term sentiment even if sales are for diversification or tax planning. SEC filing: Insider Sale SEC Filing
• Negative Sentiment: Nvidia’s GTC product/roadmap push and new AI silicon announcements keep competitive pressure high — a narrative investors watch closely as NVIDIA further distances itself in scale and ecosystem. Nvidia GTC Keynote Coverage
• Negative Sentiment: Some Wall Street firms (Goldman, D.A. Davidson) and macro volatility (e.g., oil‑supply shocks) have highlighted near‑term downside risk and estimate caution that could weigh on the shares if growth forecasts are trimmed. Analyst Caution Oil Supply Disruptions and Chip Stocks

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $196.58 on Tuesday. 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 12-month low of $76.48 and a 12-month high of $267.08. The firm has a fifty day moving average of $215.67 and a 200-day moving average of $210.63. The firm has a market capitalization of $320.51 billion, a price-to-earnings ratio of 74.18, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 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 business had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter last year, the business posted $1.09 EPS. The firm’s revenue was up 34.1% compared to the same quarter last year. On average, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated 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 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 document filed with the SEC, which is available at this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 239,392 shares of company stock worth $50,016,383. 0.06% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research analysts have recently issued reports on AMD shares. Jefferies Financial Group restated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $230.00 target price on shares of Advanced Micro Devices in a research note on Monday. Roth Mkm restated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Finally, Piper Sandler restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. One research 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. Based on data from MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus price target 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.