Advanced Micro Devices, Inc. $AMD Shares Acquired by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 390,774 shares of the semiconductor manufacturer’s stock after buying an additional 33,705 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Advanced Micro Devices were worth $63,223,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. ORG Wealth Partners LLC lifted its position in 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 during the period. Koesten Hirschmann & Crabtree INC. increased its holdings in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 61 shares during the period. Aviso Financial Inc. raised its stake in shares of Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 160 shares during the last quarter. Delos Wealth Advisors LLC raised its stake in shares of Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after purchasing an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of Advanced Micro Devices during the second quarter worth $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 1.6%

AMD stock opened at $199.46 on Thursday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The company’s 50-day moving average price is $215.10 and its 200 day moving average price is $210.79. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a market cap of $325.20 billion, a P/E ratio of 75.27, a P/E/G ratio of 0.74 and a beta of 1.98.

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

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Samsung MOU expands AMD’s AI supply chain — Samsung and AMD signed a memorandum of understanding to supply next‑generation HBM4 memory for AMD’s Instinct MI455X accelerators and discuss DDR5 for EPYC CPUs and a potential foundry partnership, reducing a key AI‑memory bottleneck and improving AMD’s supply flexibility. Samsung Elec and AMD sign MoU on AI memory, explore foundry partnership
• Positive Sentiment: New AI platform partnership (Helios) with Celestica — AMD and Celestica unveiled an open‑standard, rack‑scale “Helios” AI platform for hyperscale deployments, which reinforces AMD’s strategy to win hyperscaler design wins and broadens its ecosystem for data‑center AI infrastructure. Advanced Micro Devices Inc. (AMD) and Celestica Bring Open-Standard ‘Helios’ AI Platform to Market
• Positive Sentiment: Product momentum: Ryzen AI refresh and PC chip lineup expansion — AMD broadened its Ryzen AI 400 Series for desktop and commercial PCs and reports of a Ryzen CPU refresh leaked recently, supporting near‑term demand and positive sentiment around AMD’s silicon roadmap. How AMD Expanded Its Ryzen AI PC Push With New Desktop and Commercial Chips AMD Stock Jumps on a Ryzen CPU Refresh Leak
• Neutral Sentiment: Market context: AMD outperforming broader decline — Coverage notes AMD rose while broader markets fell, reflecting the market’s focus on AI exposure; this is sentiment‑driven and may persist while headlines flow. Advanced Micro Devices (AMD) Advances While Market Declines
• Neutral Sentiment: Analyst and narrative coverage mixed — Some bullish reads from conference commentary (Nvidia GTC coverage positioning AMD as an alternative) coexist with cautious analyst stance (RBC reaffirmed sector‑perform), so analyst moves may not be a clear near‑term catalyst. The Nvidia GTC Has Been Very Bullish For AMD Royal Bank Of Canada Reaffirms “Sector Perform” Rating for AMD
• Negative Sentiment: Competitive and supply‑chain headwinds remain — Nvidia’s resumption of H200 production for China and continued full‑stack efforts highlight tough competition in AI accelerators; AMD’s gains depend on execution, supply, and whether hyperscalers adopt its alternatives at scale. Nvidia Restarts H200 Production for China After Securing Multiple Licenses

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the business’s 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 sale, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the transaction, the chief executive officer 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. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 239,392 shares of company stock valued at $50,016,383. Company insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on AMD. Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research report on Friday, January 30th. Raymond James Financial assumed coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price on the stock. Mizuho increased their price target on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. Sanford C. Bernstein set a $235.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, China Renaissance assumed coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

About Advanced Micro Devices

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.