Nordea Investment Management AB Boosts Position in Advanced Micro Devices, Inc. $AMD

Nordea Investment Management AB boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,362,317 shares of the semiconductor manufacturer’s stock after purchasing an additional 457,169 shares during the quarter. Advanced Micro Devices comprises approximately 0.8% of Nordea Investment Management AB’s portfolio, making the stock its 20th biggest position. Nordea Investment Management AB owned approximately 0.27% of Advanced Micro Devices worth $938,771,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Impax Asset Management Group plc grew its holdings 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 purchasing an additional 39,861 shares during the last quarter. Global Retirement Partners LLC purchased a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at about $4,519,000. New York State Common Retirement Fund boosted its position in shares of 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 purchasing an additional 172,745 shares during the period. Zweig DiMenna Associates LLC boosted its position in shares of 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 purchasing an additional 40,708 shares during the period. Finally, Wedbush Securities Inc. grew its stake in Advanced Micro Devices by 7.8% during the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock worth $13,632,000 after buying an additional 6,095 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on AMD shares. Morgan Stanley cut their price target 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. 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. The Goldman Sachs Group lifted their target price on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. Mizuho upped their price target on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Samsung partnership and memory supply tie-up strengthen AMD’s AI accelerator roadmap and HBM supply outlook, supporting demand for future MI450/Helios GPUs. What AMD’s Expanded Samsung AI Memory Partnership Means
• Positive Sentiment: Vietnam-backed R&D hub and training push (with Samsung) signal capacity for AMD’s AI engineering and talent expansion in Asia — a constructive long-term growth lever. Vietnam Backs AMD R&D Hub
• Positive Sentiment: Micron’s blowout quarter highlights massive AI memory demand (HBM) that benefits AMD GPU/server builds — a sector tailwind for AMD’s data-center roadmap. Micron AI Memory Demand
• Positive Sentiment: New supply/assembly partnerships (e.g., Celestica) and expanded go-to-market partners support ramp plans for AMD’s AI accelerators. Celestica Partners with AMD
• Neutral Sentiment: RBC keeps a “Sector Perform” rating and $230 target, reflecting cautious optimism—useful context but not a catalyst by itself. RBC Maintains Sector Perform on AMD
• Neutral Sentiment: ARKK’s exposure to AMD means ETF flows and tech rotation (Cathie Wood’s fund under pressure YTD) can amplify moves in AMD but are flow-driven rather than fundamental. Is the ARK Innovation ETF Finding a Floor?
• Neutral Sentiment: Coverage notes (Zacks) emphasize AMD’s partner-led AI strategy and execution progress, but also call out intense competition from NVDA/AVGO — balanced outlook. AMD Relies on a Rich Partner Base
• Negative Sentiment: Sector weakness and competition headlines (Intel pullback, Broadcom/Nvidia strength) are pressuring AMD as investors reallocate within semis. Intel Dips 5%, AMD Down 3%
• Negative Sentiment: Quiver Quant shows heavy insider selling activity and highlights short-term price weakness and institutional portfolio reshuffling—this amplifies near-term downside sentiment. Quiver Quant AMD Data
• Negative Sentiment: Industry supply concerns (e.g., reported helium/gas crunch) and a broader tech pullback can create transient hardware-production or sentiment headwinds. Why Semiconductor Stocks Are Falling
• Neutral Sentiment: March short‑interest notices in the feed show zero shares / NaN changes — the data looks inconsistent and is not a meaningful signal today.

Insider Activity

In other news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were 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 approximately $3,834,876.78. This trade represents a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 239,392 shares of company stock worth $50,016,383 over the last quarter. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Down 1.9%

NASDAQ:AMD opened at $201.29 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. 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 stock’s 50 day simple moving average is $215.07 and its 200-day simple moving average is $211.36. The firm has a market cap of $328.19 billion, a P/E ratio of 75.96, a PEG ratio of 0.76 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 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 the consensus estimate of $9.65 billion. During the same period last year, the company earned $1.09 earnings per share. The company’s revenue for the quarter was up 34.1% on a year-over-year basis. Equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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.