Mitsubishi UFJ Asset Management Co. Ltd. Buys 201,042 Shares of Advanced Micro Devices, Inc. $AMD

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 5.9% in the 4th quarter, HoldingsChannel reports. The fund owned 3,580,146 shares of the semiconductor manufacturer’s stock after buying an additional 201,042 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Advanced Micro Devices were worth $800,055,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of AMD. Jennison Associates LLC grew its stake in shares of Advanced Micro Devices by 181.6% during the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock valued at $2,336,552,000 after purchasing an additional 7,035,991 shares during the last quarter. Wellington Management Group LLP boosted its position in Advanced Micro Devices by 335.9% in the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after buying an additional 3,735,807 shares during the last quarter. Assenagon Asset Management S.A. increased its stake in shares of Advanced Micro Devices by 104.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock valued at $1,283,096,000 after buying an additional 3,059,935 shares during the period. Nordea Investment Management AB raised its position in shares of Advanced Micro Devices by 203.7% during the third 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 last quarter. Finally, Vanguard Group Inc. lifted its stake in shares of Advanced Micro Devices by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock valued at $33,949,256,000 after acquiring an additional 2,525,109 shares during the period. 71.34% of the stock is owned by institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Q1 beat and strong AI-driven data‑center growth — AMD reported $1.37 EPS vs. $1.30 consensus and revenue of ~$10.25B, with data‑center sales jumping sharply; the company gave second‑quarter revenue guidance that came in above Street expectations, signaling continued AI demand. Read More.
• Positive Sentiment: CEO commentary and ecosystem moves bolster the AI case — management highlighted robust demand for EPYC CPUs and Instinct GPUs, while AMD is investing in adjacent AI infrastructure (seed investment in RadixArk; partnerships like Zyphra) that expand TAM for its accelerators. Read More.
• Neutral Sentiment: Options and volatility priced in — heavy options activity ahead of/after the print shows traders were positioned for a big move; that amplifies intraday swings even after a beat. Read More.
• Neutral Sentiment: Some analysts raise targets amid the beat — select firms (e.g., Wedbush) have lifted price targets, reflecting stronger revenue trajectories, which supports upside but also highlights divergent Street views. Read More.
• Negative Sentiment: Valuation and supply constraints remain key risks — several analysts warned the recent rally left limited margin for error; HSBC downgraded to Hold pointing to valuation and production limits (CoWoS/packaging bottlenecks). That caution pressures investors who need near‑term proof the demand can scale. Read More.
• Negative Sentiment: Sell‑the‑news and margin/CapEx watch — some commentators flagged elevated CapEx and the risk of mean‑reversion after a steep run‑up; investors will focus on margin commentary and whether AMD can convert demand into shipments without worsening costs. Read More.

Advanced Micro Devices Stock Up 4.0%

Advanced Micro Devices stock opened at $355.26 on Wednesday. The company has a 50 day moving average of $235.61 and a 200-day moving average of $229.21. 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 $96.88 and a twelve month high of $362.79. The stock has a market capitalization of $579.19 billion, a PE ratio of 134.06, a price-to-earnings-growth ratio of 1.23 and a beta of 2.40.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s quarterly revenue was up 37.8% on a year-over-year basis. During the same period last year, the business posted $0.96 earnings per share. On average, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 5.82 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have weighed in on AMD shares. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday, January 30th. Finally, Roth Mkm restated a “buy” rating and issued a $500.00 price target on shares of Advanced Micro Devices in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $314.92.

Insider Transactions at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 7,500 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the sale, the executive vice president directly owned 129,598 shares in the company, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Mark D. Papermaster sold 31,320 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the transaction, the executive vice president directly owned 1,236,037 shares of the company’s stock, valued at $432,612,950. This represents a 2.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 304,672 shares of company stock worth $70,135,070. Company insiders own 0.50% of the company’s stock.

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.