Generali Asset Management SPA SGR Has $30.46 Million Holdings in Advanced Micro Devices, Inc. $AMD

Generali Asset Management SPA SGR increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 18.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 142,235 shares of the semiconductor manufacturer’s stock after purchasing an additional 22,023 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Advanced Micro Devices were worth $30,461,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Joseph Group Capital Management bought a new position in shares of Advanced Micro Devices in the 4th quarter valued at about $25,000. Koesten Hirschmann & Crabtree INC. lifted its stake in Advanced Micro Devices by 61.0% in the 3rd 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 last quarter. ORG Wealth Partners LLC lifted its stake in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the last quarter. Key Capital Management INC acquired a new stake in Advanced Micro Devices during the fourth quarter worth approximately $38,000. Finally, PFS Partners LLC lifted its position in Advanced Micro Devices by 269.2% during the fourth quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer’s stock worth $41,000 after acquiring an additional 140 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Key Advanced Micro Devices News

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

• Positive Sentiment: Blowout Q1 and bullish guidance — AMD reported a strong quarter with big data‑center (AI) revenue and raised near‑term guidance, which triggered the recent rally as investors re-rate AMD as a core AI infrastructure play. AMD Soars 14%: Q1 Crusher, Q2 Guide Lift, Goldman $450 Price Target Ignite AI Frenzy
• Positive Sentiment: Wall Street upgrades and higher price targets — Multiple firms quickly raised ratings and targets after the print (Goldman, Bernstein, TD Cowen, Susquehanna, Wells Fargo, Rosenblatt, etc.), boosting momentum and derivative flows. Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher
• Positive Sentiment: Supply wins for AI production — Reports highlight TSMC capacity wins and AMD saying it has secured critical memory supply, easing a key bottleneck for server CPU/GPU shipments. That supports the revenue outlook for AI servers. AMD (AMD) Stock Surges on TSMC Capacity Win and Strong Earnings
• Neutral Sentiment: Corporate calendar note — AMD set its annual shareholder meeting for May 13; management may discuss forward‑looking items that could add short‑term color but aren’t a market catalyst by themselves. AMD to Host Annual Meeting of Stockholders
• Neutral Sentiment: Sector supply risks flagged — Analysts and reporters caution a broader components/memory shortage in AI supply chains that could temper growth or shift timing even if demand remains strong. Tech Stocks Face a New AI Hurdle: A Widespread Components Shortage
• Negative Sentiment: Profit‑taking and valuation concerns — After the rapid run to all‑time highs, some strategists and commentators warn the stock is richly valued and investors are taking profits; that selling pressure can drive intraday weakness. AMD Has Flipped Nvidia: Time To Sell (Rating Downgrade)
• Negative Sentiment: Large sellers and position shifts — High‑profile managers (ARK/Cathie Wood) reduced AMD exposure and there’s visible insider selling; institutional rotation and some fund selling after gains can accentuate pullbacks. Cathie Wood Sells AMD Again — ARK Trade

Insider Activity at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 7,500 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the transaction, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, 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 have sold a total of 304,672 shares of company stock worth $70,135,070 over the last three months. 0.50% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts have recently commented on AMD shares. Susquehanna raised their target price on shares of Advanced Micro Devices from $375.00 to $450.00 and gave the stock a “positive” rating in a report on Wednesday. Oppenheimer cut shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a report on Wednesday. Stifel Nicolaus lifted their price objective on shares of Advanced Micro Devices from $320.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday. JPMorgan Chase & Co. boosted their target price on shares of Advanced Micro Devices from $270.00 to $385.00 and gave the stock a “neutral” rating in a research note on Wednesday. Finally, 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. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $388.84.

Advanced Micro Devices Stock Performance

AMD stock opened at $408.46 on Friday. The stock has a 50-day moving average price of $243.98 and a 200-day moving average price of $231.76. Advanced Micro Devices, Inc. has a 1-year low of $101.56 and a 1-year high of $430.60. The company has a current ratio of 2.72, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm has a market cap of $665.93 billion, a PE ratio of 133.92, a price-to-earnings-growth ratio of 1.48 and a beta of 2.40.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same period last year, the company posted $0.96 EPS. The business’s quarterly revenue was up 37.8% on a year-over-year basis. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 5.97 earnings per share 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.